Dear clients and friends,

We hope that this message finds you well.

We want you to know about the following temporary operating adjustments that we are making until we are through the current public health crisis.

We are asking our staff to work from home full time. In reality, many of us already work from home on a regular, albeit periodic, basis. This shift will be transparent to our clients, but we wanted to share that we are conscious of the need to do our part to protect our families, our communities, our clients, and ourselves.

Except for limited staff attendance based on a specific need, our offices will not be physically accessible to our clients effective Monday, March 16th. The doors will be closed, and the offices will not be open to anyone other than our staff. We will still be available via phone, email, text, chat — there will be no change in our ability to communicate. Our technology will allow us to continue to answer our office phones as normal.

We previously encouraged only essential third party visits, and we are now putting those visits on hold until further notice. We will use technology to maintain a visual connection during meetings and to make sure that our communication level remains high and responsive.

In accordance with the requests of our government and medical experts, we will be limiting our physical interactions. This precaution means that we will restrict potential exposure via surface transfer. Accordingly, we will require the electronic transmission of client records and client deliverables.  

Clients who previously received hard copy financial statements and/or tax returns will only receive electronic copies. Clients who have traditionally provided us with original documents via hard copy for our use will now only be able to provide us with electronic copies.

We have the electronic collaboration tools in place to facilitate a 100% electronic interchange, and we will be happy to assist you if you have not used these tools in the past. We also have the necessary data security in place to ensure the security and privacy of your information regardless of where we do our work.

We thank you for enduring the inconveniences that our current situation presents. We will normalize our operating procedures as soon as it is safe to do so for our families, communities, clients, and ourselves.

If we can be of help in anyway, professionally or personally, please reach out. We are here to be of service.


John Sensiba
Managing Partner