Offices Closed to Public 

2019 Tax Update (COVID-19)

Charlotte, NC

Our community’s safety will remain our top priority during this time. We are closely monitoring CVOID-19 and following recommendations from our state and local officials. In an abundance of caution, we have chosen to close our offices to the public. Due to school closings, some of our team is working remotely which also plays a part in our decisions. As we await further direction from the IRS, we will continue to proceed with the tax deadlines, and are working at full speed to make sure we deliver on all of your compliance needs as quickly as possible.

As a reminder, we can complete the entire process of filing your tax return electronically or via mail carrier. Once you mail, email, fax or upload documents to our portal, our team will prepare a draft of your return which we will send to you for review. We’ll schedule a time to discuss over the phone if you have questions, send action items to be signed via DocuSign (or return USPS mail), and invoices processed online. We then file returns electronically, all conveniently without clients having to make arrangements to come into the office.

We will continue to monitor the situation on a daily basis and are committed to serving you to ensure we’re meeting your requests on a timely manner. Please do not hesitate to reach out if you have any questions and thank you for your patience as we navigate this together.

Becky Hoggard
(704) 332-7800 (o)
(980) 332-4071 (f)

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