Covid-19 Protocols

The COVID-19 pandemic continues to impact our personal and business lives in many ways. As we return to accepting in-office appointments and visitors, the health and safety of our clients and guests are our utmost concern. We ask that everyone adhere to the following measure to help ensure safe social distancing and reduce the chance of contacting or spreading the virus.

  • First, consider utilizing our Lock Box for delivering any physical documents or our secure client portal (see tab above) for uploading electronic documents.
  •  Wearing face masks/shields is optional while meeting with our staff and accountants.
  • Utilize hand sanitizer upon entering and leaving our office.
  • Refrain from entering the office if you are experiencing any symptom of the COVID-19 virus, including headaches, fever or chills, cough, shortness of breath or difficulty breathing, fatigue, muscle or body aches, loss of taste or smell, sore throat, congestion or runny nose, nausea or vomiting; or have come in close contact to someone with these symptoms in the past 14 days.

We will gladly reschedule your appointment or conduct a virtual meeting upon request.