Yeo & Yeo’s Tax Season Office Protocols

Yeo & Yeo’s Tax Season Office Protocols

CPAs & Advisors

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As we prepare for the upcoming tax season, your Yeo & Yeo professionals are here to help!
With the ongoing pandemic, we strongly encourage remote communication and electronic delivery of tax documentation this tax season for your protection and the protection of our professionals. Please review the following to aid in your tax return preparation.

  • Our client-friendly portals make it easy to transfer information safely and securely. For new users, the setup period may take up to one business day.
  • If you need to drop off or pick up documentation, please coordinate that in advance with your Yeo & Yeo professional or local office. Some Yeo & Yeo offices have different procedures in place due to varying office complex restrictions. For drop-offs, consider using our drop box or slot where available. You may also mail documents to our offices, though again, please consider using our portals to transfer information.
  • We encourage your Yeo & Yeo professional to send documents for your signature electronically. You may pick up documents or have required documents mailed to you upon request. Please coordinate pick-up with your Yeo & Yeo professional or local office.
  • Our professionals are available via email, phone, online meetings and video conferencing. If an in-person meeting is necessary, your Yeo & Yeo professional will work to accommodate it safely.
As per State orders, face coverings are required if entering our offices and during meetings. Please continue to maintain social distancing. We kindly ask that if you have a meeting with your Yeo & Yeo advisor or plan to drop off, pick up or sign documents and you are sick, please reschedule.
We know tax preparation may be more complicated this year with various tax, payroll, stimulus and other changes due to COVID-19. We are here to help you safely and efficiently.
We all look forward to the day we can resume more normal interactions. Until then, your safety and the health of our people remains a priority. Thank you for the trust you continue to place in us.

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