COVID Changed Our Lives

How We Changed To Better Serve You

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Change creates opportunities and the need for solutions. The health and safety of our clients and staff are our first priority. We have developed solutions to best protect our valued clients and staff while at the same time keeping business moving.  

OFFICE OPERATIONS

Our offices are currently closed to clients, however we have developed solutions to meet with clients and transmit necessary data. Please consider the following:

  • Send items through our secure client portal (Powered by Citrix Sharefile). If you do not have a portal set up, please contact our office.
  • We have a secure mail slot in the Sarasota office (in the wall to the right of our front entrance).
  • Sarasota Office concierge service: please alert us and we will come outside to the parking lot to pick up or deliver your documents.
  • Take advantage of the option to e-sign and receive e-delivery of your tax returns this year. E-File signatures are done via DocuSign.
  • Instead of coming to the office to pick up your return, we can mail your return out to you. Please call us to explore this option.
  • Virtual face to face meetings can be arranged through Zoom or Teams meetings.

OTHER COVID RESOURCES

BDO ALLIANCE

We are a BDO Alliance firm. BDO is one of the largest accounting firms in the world. Our affiliation provides us (and you) with their resources. BDO has developed an extensive Resource Center. BDO’s COVID link follows BDO COVID Resource Center

CARES Act

We have a team keeping up to date with the seemingly daily changes to these programs. We can help you navigate the requirements of these programs.

For businesses:

Please contact us for the latest PPP loan forgiveness calculator

For Individuals:

Visit the IRS website to track your stimulus payment or provide information to receive a stimulus payment: https://www.irs.gov/coronavirus/economic-impact-payments

Summary of CARES Act and Families First Coronavirus Response Act prepared by the AICPA: