In order to comply with the Ohio Health Department Order & CDC social distancing recommendations, we are closing our offices to the public effective March 23rd, until further notice. Rest assured that our established protocols and available technology will allow us to provide the same level of service and quality you expect from LongSchaefer during this time.
As a reminder, you can upload your tax documents anytime from anywhere to your client portal at Tax Caddy or the Secure Send under Resources on www.longschaefer.com .
Your return can be reviewed, signed and submitted via Tax Caddy or reviewed at the NetClient Portal login located at the bottom of the above website home page. We can also email password protected PDF’s for your review. We need signed Form 8879’s returned before we can e-file tax returns and this can be accommodated through Tax Caddy with their compliant process or providing manually signed copies by secure send, fax or mail.
If you are unable to access the client portal options, you can mail or drop off your documents at our office (they will be quarantined 24 hours).
Meetings we coordinate will be scheduled and held virtually through Zoom or by telephone, and your account team member(s) will reach out to you to determine which method works best for you. In-person meetings cannot be accommodated at this time per our understanding of the health department order.
As a reminder, the federal tax filing and payment deadline has been extended to July 15 (we are awaiting clarity from the States & Localities but assume they will do the same). If you’re anticipating a refund (and even if you’re not), please continue to submit your documents timely and we will continue production towards filing as soon as practical.
For questions regarding your client portal or tax info, call the office at (513) 245-0300. For questions regarding your account, contact your account professional via email or at the office number.
The health and wellbeing of our clients and employees is top of mind, and we are here to assist with any questions or concerns you have regarding your account or business going forward.
Michael W. Long CPA/PFS
Long, Schaefer & Company, Inc.
Long Schaefer Financial Advisors, LLC