In light of the state of emergency across the country as it relates to the Coronavirus (COVID-19), we wanted to inform our clients about our safety precautions and measures, as well as to be your resource for all of the tax-related announcements that are continuing to develop both at the Federal & state levels.
First of all, given the gravity of the situation, we are further moving to a virtual preparation model. Luckily, we have been out front of this epidemic in offering virtual services to our clients for a number of years. We already have remote working arrangements and technology to allow secure exchange of data. At this time, we are no longer allowing for any in-person appointments, and while we will accept mailing of physical documents for the time being, we are encouraging the use of electronic data exchange (both your sending of supporting documents and our delivery of electronic copies of your returns and electronic signature for filing). Our Client Portal
will be the main resource for these data exchanges.
Secondly, as you have probably seen in the news, there has been movement from the Treasury Department and IRS, as well as from many states, to extend deadlines for filing of returns and payment of any balances due. At present, our understanding is that while there is not yet an extension of due dates, we still have the option to file automatic extension of all tax returns (to September 15 for small pass-through businesses and October 15 for individual and corporate returns), and the IRS announced a 90-day extension of time to pay any balances due. Certain states have also already announced similar arrangements and we expect many more to follow.
Despite the announcement of these delays, we continue to work diligently to meet the filing deadlines for our clients, and would encourage you to continue working to prepare your information to provide to us. We realize the constraints that the details of the pandemic are causing – our staff is also impacted by the reality of children at home, etc – and we hope that you will be understanding of some of the restrictions that we have placed upon us, as well. We are also aware of the potential for delays in processing of refunds once returns are filed, though to date there have been no such announcements.
Lastly, we wanted to provide you with some information as to the resources available to you as our clients. As mentioned, our Client Portal will be the main resource for document exchange. Should you have any issues with access, please contact Megan directly (firstname.lastname@example.org
). We also have technology in place to host remote meetings – video-conferences, conference call lines, and direct phone calls – links to this information is below. And, we expect that there will be further developments as it relates to the impact of the pandemic and the deadlines, and while we’ll continue to provide updates on the website and via email, for the most timely information, please consider following our social media pages (links below) for the most timely communication.
Again, we appreciate your patience as we work through all of this along with you.
Best Regards and please stay safe,
Aaron L Peters, CPA
Managing Partner & President
Client Portal: peterscpa.sharefile.com
– here you will have access to the shared folders for your documents as well as copies of your tax returns (including prior years). Also note that if you do not remember your password, you can reset it from this webpage. Files can also be directly uploaded to us here
, but note that until we have an opportunity to access and move these files to your individual web folder, you will not be able to access documents uploaded through this link.
– includes information and resources for your tax questions, including a link to upload electronic documents
Scheduling Calendar: calendly.com/peterscpa
– here you can schedule a virtual meeting or a phone call, and if you prefer a meeting or conference call line, we’ll follow up to your booking with additional information about how to access
Social Media: Twitter
will be the most up-to-date and timely resource for finding information about any developments
) and Megan (612-695-1048
) are available at our direct lines, but please note that given personal obligations and other scheduled appointments, we may not always be able to answer your call immediately