General
Clendenin Bird & Company, PC has always been committed to providing a safe environment for our staff and community of clients and we understand that many of you may have questions when it comes to what we are doing in response to news surrounding COVID-19. We are closely monitoring the situation and are following guidelines and procedures outlined by the CDC, WHO as well as state and local regulatory agencies.
Hours of Operation
At this time, Clendenin Bird & Company, PC will remain open and functioning at normal business hours: Monday thru Friday 8:30 am to 4:30 pm.
Client Appointments
Virtual Appointments Now Available
As of March 20, virtual appointments are available. Our team will be reaching out to clients with information to convert your regular, in-person appointment to a virtual meeting.
Traditional Sit Down Appointments
Any clients that wish to postpone their appointments may do so by calling our office.
Drop Off, Mail In & Electronic Submission of Documents
Clients who do not require an appointment (virtual or sit down) may drop off, mail in, or submit their documents electronically.
Effective March 20, 2020, we will be utilizing a new client portal, SecureFilePro. The new system will help to streamline our processes into our tax software. Please call our office to be given access to the new portal.
Our old portal, SecureDrawer, is still accessible for any client that needs to obtain copies of documents that have previously been delivered through that portal.
Copies of Finalized Tax Returns
To help lessen our societal impact and ensure the well-being of our clients, we are encouraging the use of our electronic delivery system through SecureFilePro. This includes the option to electronically sign the e-file authorization forms.
Protective Measures
Clendenin Bird & Company, PC is ensuring that common areas and high traffic areas are being regularly cleaned and desanitized as necessary. This includes door handles, counters, chairs, desks and tables after the departure of every client.
Tax Filing Deadlines
IRS
At this time, the IRS has postponed the April 15th filing deadline for individual Forms 1040 or 1040-SR as well as balances owing to July 15, 2020.
Updated: March 20, 2020
California FTB
The FTB has extended the filing deadline to July 15th. This includes filing of Form 540 and any payments due as well as calendar year business returns, including estates, trusts and exempt organizations.
For business returns on a fiscal year, if the original filing date falls between 3/15/2020 and 6/15/2020, the due date has also been extended to July 15th.
Updated: March 20, 2020