We’ve changed our process for filing your tax returns.
If your 2019 tax returns have already been completed and filed, you can choose to ignore what follows. It concerns folks with tax returns that have not yet been completed by Erb Financial.
It’s hard not to turn on the radio or talk with friend without the coronavirus becoming the main topic. It’s on everyone’s mind.
Erb Financial has decided to cancel all face-to-face contacts until further notice. We are still open for business.
We will continue our tax and investment work for you, though we will all have to modify the way we go about it. We did not make this decision lightly. Our primary concern for both our clients and our co-workers is to operate with an abundance of caution.
Here’s what this change of our policy means for you.
- Our office doors will not be open for customer traffic.
- If your tax returns have already been started and are ‘in process’, any remaining steps will be completed by US mail, e-mail, fax, or secure drop box.
- If you have not yet provided us with any tax documents, you will need to do it by providing them through US mail, e-mail, fax, or secure drop box.
- We will not be scheduling any in-office appointments.
- Secure Drop Box: We have a mail slot to the left side of our front door that you can drop off paperwork.
- If you were planning on coming to the office to pick up papers and/or sign documents, please call us to make alternative arrangements (if we have not already contacted you.)
We will be available by phone and e-mail during our tax season business hours:
|M, T, W, Th
Once you’ve gathered all of your information together, please drop it off, mail it, or fax it (585-865-8181) to us, along with your best contact information. Please provide us with your phone number and e-mail address. If you have a preferred tax preparer, please indicate who that is.
As always, please call us if you have any questions.
Thank you for choosing Erb Financial.
Your Erb Financial Tax Team:
Amy Erb Decesare
Chuck Erb, EA
Marienne Siracusa, EA
Mary Wallmann, EA
2243 Lyell Avenue
Rochester, NY 14606
Like us on Facebook: https://www.facebook.com/ErbFinancial
Referrals are very important to us. If you are satisfied with our services, please refer us to your friends, family and co-workers.