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COVID-19 RESPONSE

Updates to Note Pertaining to the CARES Act

Please note the following important informational items:

- Your 2019 federal and state tax liabilities, along with your FIRST and SECOND quarter estimates, are now due JULY 15, 2020. Please make sure you have all of your payments submitted timely by either having your mail postmarked no later than July 15, 2020, or paying online. Your payment vouchers have detailed instructions for making online payments.

- For individuals with RMDs: the CARES Act waived the requirement to take your RMD from your retirement account/s during the 2020 calendar year. Further, RMDs already taken may be eligible to be rolled back into a plan, depending upon the timing of the distribution. Please contact your investment advisor promptly to discuss your options for your RMDs.

Updates to our COVID-19 Response

Our office is open during this continued pandemic and working to complete the 2019 tax season; however, we take the health and safety of our staff, clients, and the general public seriously.

Accordingly, our office has adopted the following changes in our normal business routines:

      1. Our office is open for in-person visits, consultations, pick-ups, or any other contact; however, we do still encourage you to contact us prior to coming in to ensure staff availability should you need to speak to someone.

     2. While it is not required, we do recommend that all clients wear a mask inside our building and practice social distancing by keeping 6 feet of separation between yourself and others.

      3. If you need to deliver any documents, forms, or information to our office please consider whether such information may be sent by mail, fax, or email in place of personal delivery.

      4. We will be contacting you for the delivery of any tax returns, documents, or communications to determine the best method of delivery to ensure we provide every option available to you.

If you need any special assistance please call and we will make arrangements. We will take every measure possible to meet your needs while ensuring the safety of our staff and clients.

If emailing information, please send to: mwires@theheydegroup.com (Please password protect if possible). If faxing information, our number is (574) 269-6523.

Thank you for your patience and understanding as we strive to stop the spread!