The World Health Organization declared Wednesday that the spread of Coronavirus is now classified as a “global pandemic.”  Here in Ohio and across the country, many cities, schools, and businesses are taking necessary steps to help further prevent the spread of this and other viruses.

One of the best ways to prevent the spread of viral illness is to minimize circumstances in which individuals may interact and transmit illness. In alignment with this, our team at Whalen & Company is putting a plan in place to ensure the safety of all of our clients, staff, and community members.

We are asking for your cooperation to please refrain from in-person meetings and in-person acceptance or returning of any documents if you are currently:

In addition, we will be halting all monthly client workshops held in our office for the foreseeable future. We will keep you updated as to when these will resume, and will of course continue sending any urgent information on pressing topics via email.

We understand that these proactive measures may cause minor inconvenience, but your assistance and collaboration with this effort will help to ensure the safety of all. 

If you are unable to meet in-person for any of the reasons above, we would recommend utilizing one of the options below to ensure the completion of your deliverable:

• Detailed phone conversation
• Email correspondence
• Submissions via our client portal
• Provision of completed engagements via electronic means
• Rescheduling in-person meeting to a later date
• Filing an extension with applicable taxing agencies

We are, of course, happy to have a discussion with you regarding your personal situation to conclude which option would be best for you.

If you have any questions or concerns about these precautions, please contact your Whalen Advisor. 

We thank you for your continued loyalty and for your understanding and assistance with this matter.

-Your Whalen Team