2022 - ERB FINANCIAL

  • Home
  • About
    • Our Company
    • Our Team
  • Tax
    Services
  • Investment
    Services
  • Resources
    • Helpful Links & Websites
    • Financial Calculators
    • Tax Topics
    • Tax Preparation Checklist
    • Newsletters
    • Forms & Worksheets
  • Blog
  • Contact
    • Contact Us
    • Driving Directions
  • broker

How we are responding to the COVID-19 health threat

We are still OPEN for business.

We’ve changed our process for filing your tax returns.

 

 

 

 

Dear Friend,

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 9-7
Friday 9-5
Saturday 9-3

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

Sharon Durrant

Elisabeth Engert

Chuck Erb, EA

Marienne Siracusa, EA

Mary Wallmann, EA

Phil Yargeau

 

ERBFINANCIAL

2243 Lyell Avenue

Rochester, NY 14606

585-426-8190

www.ErbFinancial.com

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.

 

Filed Under: Articles, COVID-19 (Coronavirus), Erb Financial

Call: (585) 426-8190

sidebar-Group-Indoors

Recent Posts

  • Tax Preparation Checklist 2022
  • The Potential Benefits of Roth IRAs for Children
  • Inflation Protection for Investment Dollars
  • Life Insurance Living Benefits
  • Quick Recovery for Unemployment Rate
  • Adjusting Your Tax Withholding
  • Should You Consider Tapping the Equity in Your Home?

Post Topics

Receive Our Newsletter

Subscribe Now

logo-nsa
NATP Member

Recent Posts

  • Tax Preparation Checklist 2022
  • The Potential Benefits of Roth IRAs for Children
  • Inflation Protection for Investment Dollars
  • Life Insurance Living Benefits
  • Quick Recovery for Unemployment Rate

Tax Help

Investment Help

Subscribe to Newsletter

Financial Calculators

Call: (585) 426-8190

rochester erb financial
Contact Us

rochester erb financial Check the background of this investment professional on
FINRA’s BrokerCheck

Copyright 2019 - ERB FINANCIAL is an independent contractor who offers securities and advisory services through Excel Securities & Associates, Inc., 200 Canal Park Blvd, Rochester, NY 14623, 585-424-1234 • Excel Securities & Associates, Inc. and Erb Financial are separate entities; There is no common ownership between the two. Excel Securities & Associates, Inc. is a Member of [FINRA] and [SIPC]
[financial advisors websites]

  • Home
  • About
    ▼
    • Our Company
    • Our Team
  • Tax
    Services
  • Investment
    Services
  • Resources
    ▼
    • Helpful Links & Websites
    • Financial Calculators
    • Tax Topics
    • Tax Preparation Checklist
    • Newsletters
    • Forms & Worksheets
  • Blog
  • Contact
    ▼
    • Contact Us
    • Driving Directions
  • broker