Tag Archives: New Policy

COVID-19 In-Person Meeting Policy Change

William F. Cahalane, CPA and Noreen M. Cahalane, EA, MST – New Meeting Policies

Due to the COVID-19 (coronavirus) pandemic, we want to keep you safe and minimize your risk of exposure to the virus. One way to do this is to provide you with great client service by using our secure portal, mail, phone, conference calls or email, instead of having you come to our office location. 

The health of our clients, our team, all of our families and the community is of utmost importance to us. Therefore, we are implementing the recommendations and restrictions from our local, state, and federal government, as much as possible, while still delivering personal service and attention to our clients and providing professional and quality accounting, tax, financial and consulting services.  We strive to be trusted advisors and consultants to all our clients, even in these difficult times.  

Our challenge is to continue to meet the needs of our clients while limiting in-person contact and following social distancing and public health recommendations. Thankfully much of our work can be done using mail, email, secure portal and teleconferences. As a precaution and to limit the possibility of transmittal while meeting the needs of our clients, we are not having any in-person meetings.  This meeting policy will remain in effect until further notice.

We believe that these reasonable and responsive steps are the best way to protect our clients, our team, their families, and the community at large.  If you have any questions or concerns about our new policy feel free to reach us by email or phone.

Stay safe and healthy!