Sousa & Weber is continually monitoring, reviewing and managing our response to the evolving COVID-19 situation. Ongoing reviews include managing the current and potential impacts on our people, client services, office locations and operations.
Due to the California “Stay at Home” order signed by Governor Newsom on March 19, 2020, Sousa & Weber has transitioned all on-site professional staff to working remotely from home for the present time.
We have a robust IT remote access secure infrastructure in place, enabling all of our people to work remotely. The Sousa & Weber offices will remain closed until such time that this executive order is lifted. While the physical office is closed, Sousa & Weber will continue to provide uninterrupted service. Our team will continue to work on your matters and will be available via email, phone and videoconference/screen share. Response times to emails and phone calls may be delayed slightly while our staff adjust to non-standard home environments (e.g., children home from school). While we have no planned shutdown periods, closure of the office means the following:
- Any scheduled on-site meetings at our office location need to be rescheduled or conducted via teleconference or videoconference/screen share – please contact your engagement manager or partner. All meetings will be conducted virtually moving forward.
- The office will not be available for clients to drop off hardcopy documents for individual or business income tax preparation. All clients are highly encouraged to provide all income tax documents electronically in PDF/scanned format and to securely upload to our client portal here: www.sousaweber.com/send . Clients can use a desktop scanner, free mobile phone scanner app or use a retail document service such as Fed Ex Office to convert hardcopy documents to PDF format to send to us.
- If clients are unable to provide softcopy documents for income tax preparation, Sousa & Weber would encourage holding onto the documents until such time that our offices are allowed to open once again.
- We will continue to check and receive USPS postal mail every 2-3 days, however, clients are strongly encouraged not to send any time sensitive documents or tax preparation information via USPS at this time.
- The IRS announced last week that the Federal income tax filing due date is automatically extended from April 15, 2020, to July 15, 2020. Taxpayers can also defer Federal income tax payments due on April 15, 2020, to July 15, 2020, without penalties and interest, regardless of the amount owed. This deferment applies to all taxpayers, including individuals, trusts and estates, corporations and other non-corporate tax filers as well as those who pay self-employment tax. The California income tax payment deadline has been extended to June 15 – note that California grants an automatic extension of time to file to October 15. Sousa & Weber will still be working towards the regular April 15 typical deadline, however, the new July 15 extended deadline for Federal will allow additional time if needed by either our clients or our office.
- Note that the IRS payment deferment above applies to both a 2019 income tax balance due and 2020 estimated tax payments. HOWEVER, it is not clear that the April 15th deadline for IRA contributions has been extended. We recommend you make such contributions by April 15th unless and until it is clear that the IRA contribution deadline has also been extended.
Finally, please contact us for immediate support through these volatile and uncertain times. Sousa & Weber can assist you in navigating the disruption, maintain business continuity and build enterprise resilience.
If you have any questions or need further information about Sousa & Weber’s response to COVID-19, please contact us.
Ken Sousa and Rich Weber
Sousa & Weber, LLP