Updated Monday, April, 6th, 2020

The Families First Coronavirus Response Act and the Coronavirus, Aid, Relief, and Economic Security (CARES) Act affects most individuals and businesses. We have created a summary of the key provisions as they affect individuals and businesses.  Please review these two page summaries by downloading the document using the links below.

Coronavirus Legislation Summary for Individual Taxpayers

Coronavirus Legislation Summary for Business Taxpayers

 

Updated Monday, March, 23rd, 2020

We are prepared to maintain our services but acknowledge there will be temporary adjustments needed. We continue to work to balance serving you and taking care of ourselves. Effective immediately, we will not be able to have any office visits until further notice. We do not know how long this policy will remain in effect but are prepared to serve you remotely. We expect to have one person in our office to collect and process documents which come to our office physically or electronically, as well as to facilitate work between our staff and clients. You will be able to find updates regarding our status on our website at https://adaptax.com/coronavirus.

The IRS has extended both the time to pay and file until July 15, 2020. See their announcement here. The extension to pay includes any balance due on your tax return and the estimated tax payments normally due on 4/15. The change in filing and payment deadlines takes much of the immediate pressure off for now.

We are working to: complete your tax return or financial plan, represent you or manage your investments. With these measures in place, our work will take a bit longer to complete. I hope you understand.

If you have documents to deliver to us: (1) use our secure portal at https://adaptax.com/portal, (2) mail to 4725 1st St., Ste. 264, Pleasanton, CA 94566, (3) use our secure lock box located in the 2nd floor hallway in our office building between the First Street entrance and the elevator, or (4) FAX to 925-397-3061.

If you have an urgent need to get your tax return completed, please let us know. Otherwise, we work on projects in the order delivered to us. Under the current circumstances, we will try to prioritize tax returns with refunds.

Once we have our tax return completed, we will want to know if you wish to review your tax return with us via a meeting by phone or web conference. In the meantime, we will also want to know how to deliver your tax return. Our default choice will be to deliver documents via our secure portal.  We can also offer to mail them to you, and in some cases, use E-signatures using DocuSign or equivalent or wait for an in-office review.