EDIT: I recommend working through Intuit Link. It’s fast and secure. The IRS and State has extended the deadline to July 15.

Covid 19 is quickly changing the way everyone does business. I am not having face to face appointments. 10-20 clients are submitting paper documents daily. So I’m observing social distancing, but is that enough?

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I’ve asked several people who specialize in the field. I’ve received several different answers. Here’s what I’m doing. –

• When documents come in they are quarantined for three days.
• My work space (desk, keyboard, mouse) is sanitized between files.
• I am changing disposable gloves between client files.

I’d like to wear a mask, but they are not available. I hope I’m over reacting, but I’m 44, and I have asthma. I also have a lot of clients who are high risk. I want to be proactive. I hope you do as well. Here’s a couple of ways you can help…

Submit your documents online

This is the safest way to do it. We have a secure system through intuit link. All you need is a phone camera or a scanner. Mike is working from home and will be happy to walk you through it. This also avoids us surcharging you for shipping.

Only send paper

Please, no plastic, staples, or paperclips. The virus lasts longer on those surfaces.

I’ll be updating as this progresses. So far, it’s going quite well. Thank you for your support in these matters.

Jim

Out of concern for all I stopped having in office appointments last week. Clients can –

• (Our Preference) Share documents online via Intuit Link. This is the safest way to do it.
• Drop their materials through our mail slot
• Mail their materials to my home office at 4 Alma Rd in Millis

How we’re handling returns

Documents received are processed 2-3 days after they arrive. They are returned to clients via priority mail with signature forms and an invoice.

How much will it cost for preparation

Except for unique circumstances where someones return changed you will be billed the same as last year plus $10 for shipping.

Can I just come in and sign?

No. That defeats the purpose of social distancing. We’re handling all documents individually and keeping things as sterile as possible. It’s our sincere hope that we are over reacting. But we’ve decided to be proactive in uncertain times.

There’s changes from last year. I need to talk to Jim about them.

No problem. Let us know what is going on and we will be happy to help.

Thank you for supporting this effort. We need to take measures to contain the virus. I’ve spoken to many healthcare workers, and they are concerned. Let’s do all we can to make their jobs manageable in these challenging times.