Here is our plan to complete your tax returns and attest work on schedule, respectively. We ask that you continue to provide us the necessary information in a timely manner.
As part of our responsibility to our staff, clients, and community, we are working remotely. We are doing our best to exercise social distance, and right now this means we need to limit contact with our thousands of clients. We are glad to schedule phone and virtual meetings. At this time, we ask for your help to exchange data by email to the extent this is possible. If your unique circumstances make this impossible, we ask that you please help us exercise social distance by utilizing the USPS mail system to exchange information with us. If you are not already set up with our secure ShareFile portal, please ask the staff accountant that you work with to provide you a link and instructions.
As our economic and social environments keep changing, we will change course as well. Please also keep us informed as you update your personal plans. Above all else, please stay safe.
Pursuant to Governor Newsome announcement on March 19, 2020, our offices are currently closed for the foreseeable future. We are attempting to work remotely to continue providing the best service possible under these circumstances.
Please contact your accountant to obtain a link to upload your data securely. Alternatively, send your request to firstname.lastname@example.org and it will be routed to the appropriate member(s) of our team.
Our best thoughts are with all of you and your families. We wish you well and hope to see you soon.