State of California Lock Down: Covid-19

UPDATE: June 9, 2020

This is an update to our previous statement on the ongoing Covid-19 pandemic.

45th Anniversary Event Cancellation

We are sad to announce that our 45th Anniversary event – hosting all clients, colleagues and friends at a San Jose Giants Game scheduled for June 20, 2020 – has officially been canceled. 

This is obviously not much of a shock, but we wanted to update everyone now that it is official. You can read more about the cancellation on our blog.

California Lock Down:

In accordance with the most recent update of the Shelter in Place order issued by the Santa Clara County Health Department, we are closed to the public.  

Although the current Shelter in Place Order allows certain businesses and outdoor activities to resume with social distancing protocols, we will continue to see clients via video conference or phone appointments only for the foreseeable future. 

This decision was made not only for the health and safety of our staff, but our clients as well. Covid-19 is still in the early stages of being studied and understood, and we are taking precautions to limit exposure in our community.

Office Operations during Lock Down:

At the moment, staff are working at our office on alternate schedules. We have some staff in the office every day, while others are working from home on either a full-time or part-time basis. These schedules were mostly determined by whether staff members were classified as high risk for Covid-19, among other factors. 

Regardless, all staff have access to their email whether they are working on site or not. They will continue to answer questions you may have regarding appointments, tax return status, and other general inquiries. 

Accounting falls under “essential services”, and we are continuing to serve clients as best as we can while keeping our staff safe by allowing staff to work from home where possible. Due to these measures, our ability to process material for tax returns continues, but at a slower pace than our normal operations due to challenges during the current lock down.

We continue to meet with clients via phone and video conference ONLY.

In the event you need to drop off material to our office, please see our blog post regarding Safety Protocols for 2020. 


Filing Deadline:

The deadline for filing your tax return is July 15, 2020. Payments for amounts owed is also July 15, 2020. The State of California had previously extended the filing deadline and is now implementing the same July 15th deadline issued by the IRS.

Local Resources/Info:

For further information on the pandemic on a local level, we have a post on our blog listing sources that have been providing the most up-to-date information and metrics for our local area. We have found these sources to be helpful and reliable. You can find that post by clicking here.

Our primary concern remains keeping you, our staff and our community as safe as possible during the pandemic. We encourage you all to continue to abide by guidelines set by the Santa Clara County Health Department, the State of California Health Department, the WHO and the CDC.

Practice social distancing (six feet or more between people), self-isolation or quarantine, wash your hands frequently, and work from home as much as possible.

We are humbled and grateful for the outpouring of understanding and support from everyone, and we will continue to do our level best to process your tax returns and answer questions in the meantime. Please take care of yourselves and your families!


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