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  • 1.  Covid-19 Protocols

    Bronze Most Valuable Member
    Posted 01-11-2021 06:16 PM
    Curious to know if anyone has covid-19 protocols for their firm, on paper, and what that might look like. Considering tax season and the potential influx of foot traffic through the door, in addition to bringing in a few new employees, I thought it might be good to have something solid written up for this. On the other hand, without legal protection in recent legislation, maybe its better to not and just maintain a verbal understanding. I'd love to hear what other firms have been doing.

    Thanks! Enjoy the calm before the storm...

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    James Hall
    HALL CPA GROUP LLP
    Kings Park NY
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  • 2.  RE: Covid-19 Protocols

    Platinum Most Valuable Member
    Posted 01-12-2021 10:42 AM

    The link below is to the NY Forward Safety Plan Template.

     

    https://www.governor.ny.gov/sites/governor.ny.gov/files/atoms/files/NYS_BusinessReopeningSafetyPlanTemplate.pdf?fbclid=IwAR22Q5iB2pSybVvkyb7ofRsE91jTniDD4FkQhjOiURvWJNvVe91C0f9aTEM

     

    Accountants are an essential business, so are not subject to the in-person restrictions.  https://esd.ny.gov/guidance-executive-order-2026

     

    Ruth

    Ruth A. Sattig Betz, CPA

    516-249-1919

    Fax 516-249-4450

    Please reply to Ruth@RSBetzCPA.com

     

    Visit our website www.rsbetzcpa.com .

     

    Connect with me on LinkedIn

     

    Any tax advice contained in this email, including attachments, cannot be used by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer.

     




    Original Message


  • 3.  RE: Covid-19 Protocols

    Platinum Most Valuable Member
    Posted 01-12-2021 11:21 AM
    Hi James!  I hope all is well with you.  
    We have written Covid protocol that all my staff was required to sign off on such as, use of masks, taking temps every morning, requirements to quarantine if they leave the state, etc.  
    We have made the decision not to allow clients in our office this tax season.  We prepare more than 800 individual tax returns and my staff was very frightened at the thought of even half that number coming in the office in a two month period.  All our tax appointments will be held via Zoom or phone call.  None of our clients have given us a hard time about it.  
    Good luck with tax season!
    Sandy

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    Sandra Johnson CPA
    JOHNSON CPA
    Bellmore NY
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    Original Message


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The opinions expressed are the views of the author alone and should not be attributed to any other individual or entity and shall not constitute an accounting opinion.