COVID-19 Update


March 16, 2020


To our Clients, Associates and Friends:


In response to the global concern over the rapidly spreading coronavirus (COVID-19) and to protect the health and safety of our staff as well as our clients, we are implementing the following changes immediately to restrict close person to person contact: 


Providing Return Information:   You may send your information to us electronically through our secure portal.  If you are interested in doing so, please contact our office.  Your packet of information can be dropped off in a specially marked bin directly inside our main suite door during normal office hours (Monday – Friday 8:00 – 5:00 and Saturday 9:00 – 1:00). 


Picking Up Completed Returns:  The person in charge of your account will contact you once your return is completed.   You can choose to receive a copy of your return via a secure electronic method or by USPS mail.  Your preparer will be happy to walk through your return over the phone or by email once you have received the return if you have any questions.  If you must pick up your return in person, please discuss this and arrange this directly with your preparer when they contact you.  


Within our office, we are following the guidelines established by the Centers for Disease Control (CDC), the World Health Organization (WHO), state and local health authorities to ensure the safety of our staff and all others who enter our premises.  We will continue to monitor the situation while working to ensure reliable and dedicated service to our clients.  


If you have any questions or concerns please do not hesitate to let us know.  We wish you all the best in these uncertain and difficult times.  



Erin Gallagher, Managing Partner

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