The Corona Virus has totally changed how we live our lives and do business. Our firm has been servicing our customers remotely since April 4th of 2020, this year we plan to see clients by appointment only. This will greatly limit the amount of individuals in our office. Additional policies will be outlined below.
In office visits will now require an appointment. Please call our office to schedule a date and time.
For those visiting the office:
- Masks are MANDATORY in the office. No exceptions.
- A maximum of 2 adults per household in the office.
- Please no children as there will be limited seating.
Dropping off or Email is still preferred.
For those dropping off, please do the following:
- Open and remove all documents from their envelopes.
- If you or your spouse collected Unemployment benefits please have your 1099-G printed. If you need your 1099-G from NJ please visit their website here.
- On a sheet of paper please write down the amounts received during the first and second round of Stimulus Payments.
- Make a note if you did not receive any or all of the Stimulus Payments.
- Please let us know of any additions to the family or if someone has passed as well as the date of death and a copy of the death certificate.
- Bank account information changes.
- Include your phone number and email address.
For those emailing or using Dropbox, Google Drive, etc.
- If you can scan all documents as pdf files that would be perfect. If you cannot and have to resort to pictures, please make sure that the information is legible.
- If you or your spouse collected Unemployment benefits please attach your 1099-G. If you need your 1099-G from NJ please visit their website here.
- Please include the amounts received during the first and second round of Stimulus Payments.
- Make a note if you did not receive any or all of the Stimulus Payments.
- Please let us know of any additions to the family or if someone has passed as well as the date of death and a copy of the death certificate.
- Bank account information changes.
- Please email your documents to taxhelp@elisataxervice.com
Regardless of the method used to submit the return information, we will contact you prior to completing the return with questions, comments or concerns.
If needed we can also schedule a zoom call or a face time conversation.
