2022 COVID-19 Update

Together, we are facing a truly unprecedented situation. The global coronavirus pandemic is affecting all of our families, our businesses, our communities, and our way of life. During this time, we want to reach out and update you on how we are approaching the situation here at Tax & Wealth Management.

First and foremost, our hearts go out to anyone who has been impacted by the virus, either directly or indirectly. Our thoughts are especially with those who are sick, to whom we extend our heartfelt wishes for a full recovery. We are truly inspired by the selfless healthcare workers around the world who are on the front lines working tirelessly to care for people in need.

Second, at Tax & Wealth Management, we are focused on the health and safety of our employees, families and communities. Here at Tax & Wealth Management, we are continuing to work normal business hours with voluntary/reduced staff. We will no longer be taking face-to-face appointments during the 2022 tax season as we try to minimize our exposure risk. Also, the IRS return processing center continues to be delayed which will impact taxpayers refund delivery times. We encourage all clients to upload your documents into our secure portal or drop them off at the office once you have completed your tax organizer. 

Lastly, in case of another mandated lock-down, we will comply with the leaders of our country and state and follow their orders. During a lock-down, our office will be closed and no staff will be available to respond to any inquires.

We have an amazing team here at Tax & Wealth Management that are here for you. This moment reminds us that we are all connected like never before. We are called upon to be our best selves, with patience, understanding and compassion. On behalf of all of us at Tax & Wealth Management, we are committed to being your partner and persevering together in all the days and years ahead.

As we go forward, we will be sure to keep you updated, and please know that we always value your questions, ideas and feedback.

Sincerely,
David, Bill, Robert &
Your Tax & Wealth Management Team