MARCH 16, 2020

The health & safety of our clients and employees is paramount and therefore, Nacca & Capizzi, LLP has been taking enhanced precautions concerning the spread of Coronavirus (COVID-19). Below, we’ve outlined some options to minimize potential risks as we work towards the upcoming tax deadlines:

We always look forward to visiting with our clients face-to-face, however, under these unusual circumstances, we are encouraging electronic communications to protect both our staff and our clients against virus spread. We can achieve the same quality, care and attention to detail by reviewing your documents electronically and discussing any issues over the phone or via email, as needed.

In lieu of a face-to-face meeting, you could schedule a phone or video meeting with your preferred Tax Practitioner to review your tax information to discuss any changes or concerns before we begin preparation.  Face-to-face meetings will always remain an available option.

When possible, please utilize your secure online portal available through our website, to share confidential documents with us. This includes source documents such as Forms W-2 and 1099 to prepare your income tax returns, as well as signed efile authorization forms being returned to our office. Please do not send anything including your Social Security numbers through unencrypted email.  If you need assistance, please call us or email and we would be happy to set you up with a client portal or find an alternative solution right for you.

If you are unable to scan and send us documents electronically via your secure online portal, you may also utilize Certified Mail or Overnight Delivery options for original documents, drop off your documents at one of our offices or Fax to (585) 227-0617. Inform us if you would prefer that we provide your completed income tax returns via your secure online portal instead of mail or pick-up.

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