We continue to inform our clients of Dan’s passing last fall from Lymphoma. As you can imagine, caring for all of our clients in his absence keeps us busy.

Then came COVID-19 and the world is a bit crazy as well.  You are by now aware of ways to keep yourself and loved ones as healthy as possible.  Here are some tax tips for this time of year as well:

  1. Rumors abound that the IRS may extend tax deadlines.  Although this may be music to your ears, this is not official as of yet.  Check out the IRS Coronavirus website for updates about health plans and other Coronavirus updates.
  2. If you come in for an appointment, we offer hand sanitizer on the desk for clients use.  Being in a residential office also helps us maintain the office up to our high standards.
  3. If you do not want to or can not come in for an appointment, we do offer the client portal via Canopy.  You can use the desktop application or download the Client Portal mobile app. With the mobile app, you can scan your forms and documents without having to deliver them to us in person.