COVID 19 PROCEDURES FOR 2020 TAX YEAR
Due to COVID-19 we now have new office procedures for the upcoming 2020 tax preparation period, effective through April 15, 2021.
For your safety, we are not allowing clients to enter our office. As we will not be conducting in-person meetings, all initial tax preparation appointments will be by telephone, as a default, or by Zoom.
Your tax organizer is enclosed. Please note the appointment date and time on the first page of the organizer. If this appointment time is inconvenient, please call or email our office as soon as possible to reschedule.
We will email you a confirmation approximately one week before your appointment time. Please confirm the appointment and indicate if you would like to meet via Zoom. If so, we will send you a Zoom invite. If you prefer to defer the initial meeting and schedule your tax return review after draft returns are prepared and sent to Smart Vault, let us know.
We need to receive your completed organizer and all tax documents in your possession, at least 48 hours prior to your appointment. If we do not receive these documents by this time, we will reschedule your appointment.
All tax documents can be submitted either by mailing them directly to our office or uploading them to your Smart Vault portal. We recommend signing up for the portal, since this is our direct communication for all sensitive documents. If you need to drop off your documents in person, please let us know. Then call us when you are in the parking lot. We will pick up your documents in the lobby. Our building requires masks.
Thank you for your consideration during these difficult times.
Caplan & Wong CPAs, LLP