As you know, this time of year is extremely busy for our firm. Many of our clients rely on us during tax season, and we are doing everything we can to deliver on our promises and continue to serve our clients and partners safely and effectively amid concerns of COVID-19.
We are monitoring the situation closely and taking necessary actions as we receive more information. The health and safety of our employees remains a top priority and is extremely important to us.
At this time, we are taking several precautions internally.
We are continually disinfecting door handles, light switches, copy machines, etc. throughout our offices throughout the day, as well as working with our outsourced cleaning staff to augment our regular daily cleaning services on a more thorough basis.
We have communicated the importance of healthy hand hygiene to our staff, and we are also actively encouraging sick employees to stay home and employees to work remotely when appropriate.
We have a variety of resources available at our firm that allow us to continue to effectively interact with our clients remotely. We encourage our clients at this time to take advantage of these technologies, and avoid in-person meetings and contact when possible.
- Secure Client Portal: For our clients who need to submit or receive sensitive documents, please use our Secure Client Portal. We do not advise that you send us sensitive documents via email for security purposes. Should you have any issues with our portal, please reach out to: email@example.com
- SafeSend Returns: This year, we are utilizing a new way to securely receive your tax return digitally, as well as electronically sign your 8879. With this option, you no longer need to print, sign and scan your return. If you would like to receive your return via SafeSend Returns or if you have any questions, please reach out to: firstname.lastname@example.org
- AnyDesk: Our firm uses AnyDesk Remote Desktop Software to connect to a client’s computer remotely to hold meetings, share presentations or work on documents simultaneously.
- Online Payment: You have the ability to pay your bill online by visiting the Make a Payment page on our website.
All of these technologies provide easy ways to work with our team to complete your tax returns without ever having to step foot in our office. Please let us know if you have questions on any of these.
Lastly, clients who are anticipating lasting impacts on their businesses because of COVID-19 can turn to us as your trusted advisor during this time of uncertainty. Please reach out so we can try to help.
Please don’t hesitate to reach out to us with questions. We will figure this out and get through this together.
Thomas L. Harrison, CPA, CEPA
President and CEO