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Our Office Procedures

Dear Clients,

At Hartmann and Associates, Inc the health and safety of our office staff and clients is our top priority. With the COVID-19 virus having an increasing impact in our community, we want to let you know how our business is addressing this situation.

In order to comply with state mandates, we have made additional changes to our normal flow of business. We are fully staffed (either on site or remotely) and will continue to provide all our normal Accounting, Payroll and Tax Services. Here are the proactive steps we have put in place to make sure your tax needs are met.

Getting us your documents:

  1. All clients are encouraged to use our Secure Firm Portal to send us files and exchange documents online. You can access the portal via our website or https://www.securefirmportal.com
  2. Drop your documents through the document slot at our office, during normal business hours of 8:00 AM to 5:00 PM. We will be retrieving the documents on a very regular basis to ensure they are secure.
  3. Mail your documents to us. We will reimburse you for the cost of mailing.

Processing returns, we will:

  1. Follow our normal procedures in processing your return.
  2. Call or email you with any questions, if applicable.
  3. Call or email you with the results of the return.
  4. Upon your approval of the return, deliver the return in one of the following ways:
    1. Upload the returns and forms for signature to your secure portal
    2. Mail your returns and signature forms to you. A self-addressed postage paid envelope for you to return the necessary documents to us will be provided.
  5. Efile the return(s) as soon as we receive the signed documents and payment.

During this difficult time, we are committed to serving our clients and staff with care and consideration. We will continue to monitor the situation and take precautionary measures to promote the health and safety of our staff and clients.

Thank you for being a valued client and for your continued trust as we manage through this time together. If you have any questions or need further assistance, please call us at (775)358-6649 or email us at support@haamail.com.


Take care and be safe,

The Hartmann and Associates Team

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