Our COVID-19 Preparedness

Commitment to client safety

We remain committed to providing excellent service to our clients in the safest way possible. We closely monitor guidelines and recommendations from the CDC and other federal and state health agencies.

Please review the changes to our service delivery for this tax season.  This is a fluid and ever-changing situation, and we apologize for any inconveniences these changes may create.

For tax preparation appointments, refer to our Frequently Asked Questions for working with us during COVID-19.

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How to work with us

As today’s COVID situation dictates, we are minimizing our face-to-face appointments this tax season.  Alternately, we offer other opportunities to engage with us:

All scheduled appointments require that source documents arrive to our location 72 hours prior.

We also discourage “dropping in” our office without an appointment, as you will not be able to speak with staff directly.  To leave documents, please use the secure mailbox outside the entry door. 

If a face-to-face meeting is recommended and scheduled with our office, please follow these guidelines:

  • Please call our receptionist from the parking lot upon arrival.
  • A mask covering your nose and mouth will be required at all times.
  • No children or additional friends/family can wait in our waiting room.
  • We will ask for you to use hand sanitizer when in the office.
  • Please do not come to our office if you feel sick or have come in direct contact with someone with COVID-19. We are happy to reschedule you.

Office hours

  • 9:00AM – 4:00PM      Monday – Thursday 
  • 9:00AM – 1:00PM      Friday