Response to COVID-19 and the Tax Deadline Extension

With the fast-changing nature of news coming from the U.S. government, our information could become out of date quickly. Please be aware of this, and let us know if you have specific questions.

We are closely following developments related to COVID-19. We are proud to see people across our region caring for and helping each other as we navigate this unprecedented time together.

We are still conducting business and our top priority is keeping our employees and clients safe. We are following both our local government and the CDC’s recommendations and guidelines closely.

Our firm’s technology enables us to work remotely while continuing to provide our clients with the service they need during this time. We have suspended in-person meetings. We believe these steps are critical to protect our team members and their families, while doing our part to help minimize the spread of the virus.

All upcoming events will be postponed and rescheduled. We will, however, look for ways to host webinars and other virtual events to provide you with valuable information.

UPDATED: U.S. Treasury Department Secretary Steven Mnuchin has announced that the 2019 income tax filing deadline will be moved to July 15, 2020 from April 15, 2020, because of the coronavirus (COVID-19) outbreak. At President Trump’s direction, Mnuchin announced on Twitter, “we are moving Tax Day from April 15 to July 15. All taxpayers and businesses will have this additional time to file and make payments without interest or penalties.”

Transmittal & Delivery of Documents

To assist with our safety initiatives, we ask that you send us your materials electronically. There are two methods to securely transfer your documents to us:

  • Sign in to your ShareFile portal. Your CSH advisor can send you a link to your portal if you need assistance accessing it.
  • Use our FileDrop tool based on the office you work with.

Additionally, we recommend you take advantage of the option to e-sign and receive e-delivery of your tax returns this year. Your tax advisor is available to support you and accommodate your needs, whatever they may be.

All of our electronic client tools can be accessed here.

Please reach out to your CSH advisor with questions.

Visit our Coronavirus Resource Center for more information.

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