As the COVID-19 situation continues to evolve, we want to assure you that McDonald Jacobs is prepared to respond to changes.

 

Here are details on what McDonald Jacobs is doing now:

 

Business continuity and readiness

Beginning Wednesday, March 25, our physical office is closed in compliance with the Oregon’s Stay Home, Stay Safe Order.  Essential personnel will regularly manage physical information/mail received to ensure remote professionals receive the data necessary to work from home.

Our professionals working remotely are prepared and equipped to perform necessary functions through remote desktop and cloud-based software to ensure we can maintain quality service to our clients while protecting the health and well-being of our people.

 

Face-to-Face Meetings:

We are not scheduling any face-to-face meetings at this time.  In addition to phone calls and emails, our professionals are happy to connect with you securely via virtual meeting platforms. Please let us know and we are happy to collaborate with you.

 

IRS and state tax deadlines

At this time, the IRS and state agencies may be making unprecedented changes to the April 15, 2020 tax filing deadline.  In the meantime, we will work diligently to complete tax returns and/or extension filings.  If any changes are made, we will notify you as soon as we have information.

 

Secure Document sharing

Our secure upload program ShareFile, allows you to share documents with our professionals timely and efficiently.  We are encouraging clients to send us sensitive documents using the secure upload link.

Individual tax clients may opt in to use TaxCaddy which allows for uploading of documents via mobile phone.  Please reach out to us if you are interested in signing up for TaxCaddy.

*Mailed Documents: Please note, if you have mailed in your tax documents, essential personnel will ensure it is routed to the appropriate personnel for processing.

 

We’re here for you

We know you may have questions and concerns as each day changes.  Our professionals are here to help.  We wish you safety, health and well-being.

 

 

Looking forward to meeting you in person,

Shareholders of McDonald Jacobs