Client Portal

Please sign in to your account:

Email:
Password:
Forgot your password?
powered by Citrix ShareFile

Call us: (800) 748-4159


Check our background on FINRA's BrokerCheck

Managing COVID-19

April 15, 2020

First off, we hope you and your families are safe, happy and healthy.

As a result of the unique situation we’re all living through, much of our firm is working remotely, causing a reduction in our normal response and processing times. We are continuing to process tax returns. We greatly appreciate your patience as we work our hardest to provide you with quality work. The NCH offices remain closed to the general public but we are accepting drop-offs through our mail slot. We are also curtailing pick-up of documents, so please do not plan to pick up your documents. We will be mailing, vaulting or digitally sending documents to you based on your stated preferences. Please reach out to us through normal contact channels if there’s anything we can do to assist during this challenging time. Our email address formats are consistent, so you can reach any one of us with this format: <FirstName>@NCHWealth.com

Regarding taxes – The IRS and California have pushed back the tax filing and payment deadline to July 15th. This gives us ample time to complete your taxes on time. This means that returns filed by July 15th will not accrue interest or penalties. If you owe tax, you have until July 15th to submit your payment without interest or penalty.

In the investment world, we understand that certain transactions simply cannot wait. We are accessible during normal business hours to facilitate all trades, distributions and any other urgent matters.

We appreciate your flexibility and diligence as everyone does their part to keep our communities healthy. Thank you for your patience, understanding and for working with us through this challenging time. Take care of yourself and your loved ones.


March 17, 2020

We recognize this time of concern and empathize with those who have been personally impacted by the coronavirus. NCH has outlined specific steps and safeguards to continue to provide a high level of client service while supporting the health and welfare of NCH’s employees and their families as the status of the COVID-19 pandemic evolves.

As a precautionary measure, NCH’s offices will be closed to the general public effective March 18, 2020. While everyone is healthy and our internal business operations will continue as usual, we feel it necessary to limit the number of visitors to our office. Beginning on Wednesday, March 18th, we have transitioned all tax appointments to telephone appointments. We are currently reaching out to everyone via phone to communicate this adjustment. You will still be able to speak with your advisor at your scheduled time; it will just be over the phone instead of in person.

If we do not have your documents currently inhouse, you have several options:

  • Mail in (if you are isolated and need stamps, let us know and we’ll send you a postage paid envelope to send your documents to us, so you don’t need to leave your home)
  • Upload documents through the Client Portal. (This link is also located on both the menu bar and footer of every page on this site.)
  • Fax documents to 714-871-8144
  • Drop-off documents through our mail slot in the front door

Once documents are received and your returns are prepped, we will reach out and schedule a call to discuss. If you are unable to get your documents to us, we are also prepared to file extensions as needed; something we do every year as a matter of course. Put your mind at ease.

We are also curtailing pick-up of documents, so please do not plan to pick up your documents. We will be mailing, vaulting or digitally sending documents to you based on your stated preferences.

While the filing date of April 15th has not changed, the IRS is waiving all interest and penalties until July 15th (90 days). What this means is that if you owe tax, you will not be penalized if your payment is made between April 15th and July 15th.

Please reach out through normal contact channels if there’s anything we can do to assist during this challenging time. Our email address formats are consistent, so you can reach any one of us with this format: <FirstName>@NCHWealth.com We recognize the significant impact many small businesses will experience and we are committed to meeting your needs without interruption to the best of our ability. We appreciate your flexibility and diligence as everyone does their part to keep our communities healthy.

As a forward-thinking firm, we have the flexibility and infrastructure in place for employees to work remotely and conduct virtual meetings – an existing and common practice for our workforce. We have not had a need to move to the remote format yet, but we are prepared to do so if necessary. We are monitoring the guidance from the CDC and WHO, as well as local developments and directives from our government leadership.

Thank you for your ongoing trust in us. We place that trust in high value and appreciate the close relationships we share with each of you. We'll get through this together.


March 13, 2020

To our valued clients,

At NCH, the health and safety of our employees and our clients is of paramount importance. For this reason, we are taking specific precautions to protect our staff and visitors during the current outbreak of Coronavirus. With confirmed cases reported in our immediate geographic area, we are considering the potential impact and how we can best protect our clients and staff, while still providing an unparalleled experience to both.

According to the most recent information from the CDC, for most people, the immediate risk of being exposed to the virus that causes COVID-19 is low. However, we want you to feel comfortable working with our firm during this important and critical time of year. Below, we’ve outlined how we are working to minimize potential risk as we work towards April 15th together.

Electronic options – To protect both our staff and our clients against virus spread, we are recommending that when possible, we conduct information sharing using electronic options. While meeting with your tax advisor face-to-face can certainly alleviate stress around this time of year, we can accomplish much with telephone and electronic sharing. To provide us with documents, you can send items through our Client Portal. (This link is also located on both the menu bar and footer of every page on this site.) Additionally, we urge you to take advantage of the option to e-sign and receive e-delivery of your tax returns this year.

Remote considerations – Because we are taking the spread of this virus so seriously, we are working on a plan of action in the event that our physical office needs to close. Should this occur, we want to assure you that we will work very hard to mitigate any disruption to your projects, as we move to a completely virtual environment. We are making the appropriate adjustments to ensure that key staff members can work remotely for as long as they may need to.

Rest assured; we are monitoring this developing situation closely. If any major changes occur, such as the need for an office closure, we will update this message immediately with details. Thank you for your patience and trust in NCH during these unusual circumstances. If you have any questions or further concerns, please do not hesitate to contact us.

Member of AICPA
BDO Alliance USA
Member of CalCPA

Random Quote

Client Payment Center

Visit our Client Payment Center to safely and securely send online payments.

Client Portal

NCH clients can access our secure Client Portal (credentials required) for digital document transfer, storage and more.

Copyright 2014-2020 by NCH Tax & Wealth Advisors
Privacy Policy | Disclaimer | Contact | Payment Center | Client Portal
INDEPENDENT CONTRACTOR OF MONEY CONCEPTS INTERNATIONAL, INC.
All Securities through Money Concepts Capital Corp.  Member FINRA/SIPC
11440 N Jog Rd., Palm Beach Gardens, FL  33418  Tel: (561) 472-2000
NCH Wealth Advisors and Money Concepts are not affiliated.