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Managing COVID-19

Well, tax time is upon us again and like everything else we've experienced in the last few months, this tax season will be a bit different. We hope that the new year will bring you and your family good health. We do look forward to catching up with everyone in person when it is appropriate. In the meantime, this update will provide you some insight as to how NCH will provide you services during tax season to best accommodate everyone's needs, while keeping in mind the health and safety of you, your family and our staff.

All tax appointments will be held by phone. Of course, we would much prefer meeting in person, but the current situation warrants we be safe and prudent. We have pre-scheduled a date and time for this telephone conference based on your preferences in previous years. Your Tax Organizers will arrive in early January. Please utilize the postage paid post card to confirm your telephone appointment with your advisor. If you would prefer not to have a set appointment and opt for the advisor to call you once your return is prepped, we can accommodate! Just let us know.

Please plan to have your tax documents to our office at least 5 days in advance of your scheduled telephonic appointment. This will allow the staff to properly prepare for your call in advance and is the most expedient method of turning your taxes around efficiently. If documents are not received in advance of your scheduled telephone conference, your tax return could be delayed pending your advisor's review of your important documents.

Contact-Free Document Submittal Options:

  • Scan and Upload documents to your on-line Vault
  • Mail in – Utilize the postage paid Business Reply Envelope provided in your tax organizer package
  • Drop-off documents to our Suite 1C located on the ground floor facing the back parking lot.

Please help us help you – Get your documents to us early and free of staples. All staples need to be removed from your documents before we can process them appropriately. Any help on this front will be greatly appreciated!

We are looking forward to providing a worry-free tax process this year!

Member of AICPA
BDO Alliance USA
Member of CalCPA

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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.