Dear Clients and Friends,
Due to the recent events by both state and federal agencies regarding the COVID-19 virus, Alegria & Company has taken steps to support our clients and our staff. We want to ensure you that we are taking recommended necessary precautions to keep our clients and staff safe while also continuing to provide our clients with exceptional service. We are taking a proactive approach and are focused on conducting business using available technology. Most of our team will be working from home and will be available during business hours via email and phone. Our business technology resources allow us to host video communications and of course phone and email. Below is an overview of the technology resources we have in place.
We have filed extensions on your behalf for all business returns due Monday, March 16th. We understand that the April 15th tax deadline will be extended. Once we receive communication from the IRS regarding the updated deadlines, we will provide you with that information. At this time, we know there will be no tax penalties for payments not made by April 15th.
Zoom– is a video communication platform that we use if unable to meet in person. If you have a scheduled meeting with our team soon, we more than likely will be reaching out to reschedule with a Zoom meeting and instruct you on how to use this feature.
Client Portal– our portal is the most secure way to upload/download all your documents. Every client already has a portal. If you are not familiar with your portal and need to get documents to us, please email us at firstname.lastname@example.org and we will call you with a free tutorial on how to efficiently and successfully use this feature. Features of the Client Portal include:
- 24×7 access to view or download your files from any modern Web browser on a desktop – no plug-ins required! Portal Link is on the Alegria website: www.alegriacpas.com
- A client-facing mobile app for iPhone®, iPad® and Android devices.
- A simple drag and drop interface for uploading files on a desktop computer.
- The ability to take photos with your smartphone or tablet and upload them to your portal.
- Secure, end-to-end encryption of all files transmitted and stored.
Email and SafeSend – You can directly email staff correspondence and send documents safely and securely via SafeSend. Each staff email provides a link for you to access this feature.
The Alegria team is committed to continue to provide you with reliable access, service and support. We are closely monitoring the ever-evolving situation and will keep you informed on any updates. We thank you in advance for your patience as we move forward with these processes.