We hope this finds you and your family still healthy, well, and at home safe.

We want to assure you that we continue to take the health and well-being of our community, clients, and team members very seriously. Like you, we've continued to closely monitor the quickly developing and ever-changing effects of the Coronavirus (COVID-19) pandemic.

As you know, to help prevent the spread of COVID-19, on March 31st, we decided to close the office from April 2 nd until April 30 th . This allowed us to stay home, work minimally in the office, doing our part to flatten the curve while we continued to provide you with quality service, to the best of our ability during a very unique time.

In response to AZ Governor Ducey's announcement on 4/29/2020 to continue the "Stay at home" order until at least May 15th, we are following his lead and the recommendations of the health department and our offices will continue to remain closed until at least May 15th, 2020 at which time we will reassess the situation again based on state, federal and health officials' orders and recommendations.

We ARE still available via email, voicemail (we are monitoring both) and our social channels (Facebook, GTS blog and websites). We care about you and are available to help you as needed. The month of April has certainly brought about much change in our world and communities, and it seems there will continue to be more change and acclimating to a new "normal" as our communities and states look forward to re-opening.

As a reminder, the deadline to file 2019 personal tax returns was extended to July 15th, 2020. However, we would request that all clients submit tax documents to us in any of the following methods:

  •     Mail
  •     Fax to 602-494-7589    
  • Upload to Sharefile (secure portal setup by tax team)

The tax team will contact you with any questions or for any missing information and once complete, our office will contact you to take payment over the phone and either deliver your tax documents to you by mail or digitally.

The planning team is also available to help you with any of your investment needs during this time.

For more information about COVID-19 and what you can do to keep healthy and safe, visit the Centers for Disease Control at cdc.gov , your local health department's website and for those in Arizona the Governor's Office.

We wish you continued good physical and mental health and safety as we all continue to navigate these waters. We are here for you and your family. Please reach out to us if we can be of service during this time.

We appreciate all of the warm messages that have been sent our way checking in on our staff. Thankfully, we are all well.
Sincerely,

Rebecca S. Gaylor, CFP®
Active Money Management, Inc.

Matthew Gaylor, Enrolled Agent.
Gaylor Tax Services, LLC
Rebecca S. Gaylor, CFP®, CFS
Active Money Management, Inc.
11811 N. Tatum Blvd
Suite 2200
Phoenix, AZ 85028
602-494-7641
planning.team@jwcemail.com

Securities offered through J.W. Cole Financial, Inc. (JWC). Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Neither J.W. Cole Advisors, Inc. (JWCA) or J.W. Cole Financial, Inc. (JWC) nor its representatives provide legal, tax preparation or accounting advice. Persons who provide such advice do so in a capacity other than as a registered representative of (JWCA/JWC). Active Money Management, Gaylor Tax Services, LLC and JWC/JWCA are unaffiliated entities. 
 
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