We have updated our crisis needs resource list and want to make sure these documents are available to all our clients and friends to utilize. Please review the links below with important resources and outlines of programs that are available for you:

 

• Support and resources available for small businesses

• Families First Coronavirus Response Act – emergency medical and sick leave specifics
• Hypothetical Flowchart (Courtesy of our trusted friends at CMax Advisors)

 

We will continue to research and gather information and will be sure to send any updated resources out. As always, feel to reach out to us with any questions that you may have.

 

Updates on Whalen Procedures

 

• First and foremost, we are available to serve you.

• We are utilizing electronic options, such as a client portal and password protected e-mail, for sending and receiving documents.

• If you are approved and  plan to be commuting for essential purposes:

• • We have a receptacle for your paperwork if you just wish to do a quick drop off that is located directly inside our front door.

• • If you would like to pick up your return, please call ahead so that we can have it ready for you and ring the bell at the front desk when you arrive and someone will assist you.

We will continue to monitor any updates from the state and CDC and will notify you should any of our procedures change.

 

Thank you again for your understanding and patience as we navigate through these times together.