Due to the continued restrictions with the Covid-19 pandemic, we have felt it necessary to update our office policies from years past. We want to do our utmost to service our clients to the best of our ability, while keeping everyone safe.
The preferred delivery method of your completed organizer and/or tax documents continues to be using the portal or sending securely via digital means. We can share access, via email, to our ShareFile system that will allow you to send us documents securely. Should you not have access to either our portal or need a link to ShareFile, please contact Sandy Price (firstname.lastname@example.org <mailto:email@example.com>) or Marcie Reinhard (firstname.lastname@example.org <mailto:email@example.com>).
If you cannot send the documents to us via the above means, we request that you use postal, UPS, or other delivery service, or drop off at our office in the Mail/Package mail slot located to the right of our front entrance door.
We currently have very limited staff in the office. Should you find it necessary to drop off your documents and the package will not fit through the mail slot, there is a box inside the lobby on a credenza just inside the doorway. Please do not leave the documents with the receptionist or at the reception desk.
Masks are currently required to be worn by anyone entering the building. This is to safeguard both you, our clients, and our team members. Should you not have a mask, they are available on the lobby credenza as well.
Appointments are being discouraged, but we are always here to assist. Should you feel it is necessary to meet with a team member, you will need to make an appointment. You can call the office, or email Amy at firstname.lastname@example.org <mailto:email@example.com>, to schedule.
We continually monitor the situation with the pandemic and the restrictions/guidelines given by our governor and the CDC. Should you have any questions about these policies, or need additional assistance, please do not hesitate to contact the office.