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The COVID-19 epidemic has caused considerable concern among our team members, as well as our clients. And now, there are additional concerns with the recently discovered more contagious variants of the virus. For the health of our team and our clients, we are taking those concerns seriously. Until further notice, we are eliminating in person tax meetings for this year. We are excited about the prospects of the vaccine and we are looking forward to in person meetings next year.
We are familiar with your tax situations and can easily call with any questions we have from your tax info. Instead of meeting in person to go over the tax information, we would suggest dropping off or mailing in your tax information.
Another method many clients use is our online portal system. Your private portal can be accessed via our website and documents can be uploaded to the 2020 folder in file exchange. File exchange works just like dropbox.
If you do not have a private portal and would like one, Theresa in our office can help. She is also our specialist if you are having login issues or for any questions. Theresa can be reached at our main phone number, 970-207-0747 or by email email@example.com
Finally, we also offer many virtual meeting options. Please contact us if you are interested in a virtual meeting.