Delta Tax Procedures for Services During Coronavirus Pandemic

DELTA TAX IS TEMPORARILY CLOSED DUE TO THE HAYS COUNTY JUDGE’S “STAY-AT-HOME”

ORDER EFFECTIVE AT MIDNIGHT, MARCH 26, THROUGH APRIL 10.  WE WILL RETURN TO

OPERATIONS ON APRIL 10 IF THE ORDER IS NOT EXTENDED.  PLEASE RECALL THAT

THE DUE DATE FOR 2019 TAX RETURNS AND PAYMENTS HAS BEEN EXTENDED TO

JULY 15, SO THERE IS NO IMMEDIATE NECESSITY TO FILE A RETURN.  THANK YOU

FOR YOUR UNDERSTANDING AND PATIENCE DURING THESE UNPRECEDENTED

SITUATIONS.

Delta Tax is still able to help clients prepare their tax returns, but must take precautions to prevent further spread of the coronavirus. Its procedures therefore have been changed as follows:

1.Delivery of tax materials: Clients can deliver tax materials directly by leaving them at the office between the storm and main doors and knocking or calling me at 512-858-7110. If they are not too bulky, they can be left inside the locked dropbox next to the steps. Alternatively, clients with a computer and smartphone or scanner can request that I send them access to software that will allow them to upload photos or scans of their tax materials and transmit them securely.

REMEMBER—Do not forward returns, tax forms, or documents with Social Security numbers or birthdates via e-mail to other addressees unless you have an encrypted e-mail program, to prevent scammers from obtaining confidential personal information.

2.Communications: I will call or e-mail clients to ask questions and ask that they do the same. My office will be closed for visits, unfortunately, since the virus is spreading rapidly.

3.Review of draft tax returns: When a return has been completed, I will send the 1040 and my bill to clients via secure software and ask them to review it. If the client has questions, I ask that they either call or e-mail me so I can answer them. I can mail those forms as well.

4.Sending and receiving documents: I use two methods to communicate securely with clients: the SecureReply option at the end of an encrypted e-mail from my delta-tax-service.com e-mail account, and the SecureFilePro software I use to send and receive documents. Both require that you notify me by phone that you would like to use them to send materials to me, unless you have already given me your e-mail to get in touch.

5.Payment for returns: Please call me to provide credit or debit card info, so I can manually enter the payment. Clients alternatively can leave a check, payable to “Delta Tax Service” in my lockbox, or an envelope with cash, marked with the client’s name, in the lockbox.

6.Signature of authorizations and other documents: I will e-mail documents that need to be signed and ask that clients print and sign and date them, and then deliver them either electronically, as described above, or leave them in my lockbox. Please recall that returns cannot be transmitted until these documents are received. If a client does not have a computer, I will either mail those documents or ask the client to drop by the office to pick them up and return them.

7.Delivery of finished tax returns: I will provide complete returns, i.e., the 1040 and all associated forms, via secure software upon receipt of payment. I will provide paper copies only upon request to decrease the chance of virus transmission. You will need to drop by the office to pick up a paper copy. Please make an appointment to do so, to ensure I am available to assist you.

REMEMBER—Do not forward returns, tax forms, or documents with Social Security numbers or birthdates via e-mail to other addressees unless you have an encrypted e-mail program. Receiving an encrypted e-mail from me or from my securefilepro.com portal does not mean that you can forward documents attached to it securely. You must buy your own encryption program to do that.

Thanks very much for your cooperation and I look forward to continuing to help my clients.

Edward J. Michal, Enrolled Agent/Owner, Delta Tax Service.