Broker Check

Covid-19

Covid-19 & Tax Appointments

If there are any government mandates for shutdowns, lockdowns, or minimal work capacity orders in the future, we strongly request that you consider your tax appointments this year be done remotely. Due to the uncertain time, we request that our clients to please arrange for the 2020 Tax Year appointment via Zoom or telephone call. In doing so, you will need to provide a valid email address. Our staff is working very hard to accommodate already existing appointments to take place on the same day and time either via telephone or video conference call.

Besides health and safety, keeping your data secure is our office’s top priority. We urge that you use our online portal, SmartVault, to upload all documents and information for the upcoming tax year. You will receive an activation email from notify@my.smartvault.com. Once you activate your account, you can access it anytime on the firm’s website under the client portal link. Our office staff is happy to assist you in setting up your portal. You may still send in any documentation to us directly using regular mail, FedEx, fax, or drop-box located outside before you enter the parking lot. There are safety implications if you intend to drop off your items inside the office. We ask that you wear a mask on the premises at all times and leave your tax documents at the desk located upstairs.

Electronic copies of your tax return will be available to you through your SmartVault portal. Paper copies are available upon request. We respectfully request that consideration is taken for all of the members of our community to keep us safe.

Please know that our thoughts are with all who have been affected by the coronavirus outbreak and we send you and your families our very best wishes and continued good health.


You may access your Individual Income Tax checklist by clicking the "Check List" here.