We all know this is a challenging and difficult time and we want to help both the well-being of our staff and our clients.  It is of the utmost importance to us that we meet our staffing needs and our client needs with minimal interruption to our service.  In effort to adhere to the needs, we are asking our clients to work with us in using our technology to eliminate the need to meet in person.  For those who cannot use technology remotely, we are asking that we use the United States Postal service as means of getting information exchanged.

Our staffing professionals use technology daily which allows us to work remotely. Our ability to perform services necessary to meet your needs will not change in this remote environment.  We have the resources and the staff knowledge to ensure business continuity for our clients that may have employees out due to illness.  Most of our clients have already used our technology for means of sending and returning documents to meet deadlines.If you have not done so in the past, we will send you a link from our Share File program to send and retrieve information via our secured portal.  Please request the link if you should choose to use this method.
In addition to this portal, documents can be exchanged via email.  Our audit clients will continue to work with us via email and portal to exchange information. We prefer this method of exchange rather than mail for all audit client information.

The federal government is in the process of extending the due date for payment from April 15th to July 15th and California has extended the deadline as well.  For the IRS, the due date to pay, not to file has been extended and payment relief is based on total amount due.  We will make sure that the clients who cannot pay and file on time are put on extension meeting the filing requirements as originally planned. Although the IRS has not confirmed this on their website, we will continue to update our clients, and we will work efficiently and timely to meet all your accounting needs.

With this global pandemic, we are asking our clients to be respectful and protect themselves as well as others with this request.  Our defined action plan and procedures we have put in place will assist in maintaining continuity we need to help with the deadlines.

If you have any questions or need any assistance of any kind, please contact us.

Thank you and be well.


“Did you receive a CP01A Notice with your new IP PIN and lost it?

Did you have an IP Pin in a prior tax year and do not have a new one this year?

Was your e-filed return rejected because your IP PIN was missing?

If your answer is “YES” to any of the above or you simply want to learn more about the IP PIN, click on the link below.


Don’t fall victim to these pervasive tax scams!

  • The IRS & FTB DO NOT have the ability to process funds from third-party issued money grams, debit cards, prepaid credit cards or wire transfers. If you are told to pay this way, it is anIMMEDIATE RED FLAG.

  • Never give out social security, bank or credit card numbers over the phone or by email.

  • Email: Do not click on links listed in emails to update personal information or check refunds. Instead, search for the IRS or FTB website on the internet and access the website directly.

  • Phone: Phone scammers have been known to know intimate information about their targets such as addresses, SSN, etc. Hang up the phone and look up the IRS or FTB customer service number on the internet and dial the phone number directly.

For more information:

Tax Scams/Consumer Alerts:

Consumer Alert: Scam Phone Call Continue;-IRS-Identifies-Five-Easy-Ways-to-Spot-Suspicious-Calls

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Suite #400
Woodland Hills, CA 91367


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1600 Kapiolani Blvd.
Suite #1404 
Honolulu, HI 96814


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