To all of our clients, vendors, business associates and friends,
Until further notice, AMDG Financial has adopted a policy of “social distance,” given the recent events related to COVID-19, as a precaution for the safety of our community (our clients and their families, our families and each other and our business partners).
We are maintaining a skeleton staff in our office while the rest of our team will be working from home. We have the technology in place to accommodate and support our business continuity, and already use it to meet with clients and team members in remote locations. For now, we’re simply considering all of our clients to be “remote.”
Instructions for TAX Clients:
- You may drop off tax documents by placing them in our lockbox on the driveway side of the office. We check this lockbox regularly.
- You will receive an email with instructions for signing your document(s) electronically. If you prefer not to sign electronically, please let us know and we will make other arrangements. Your source documents will be available for pickup when the threat of possible contagion has passed. If you need your documents sooner, please let us know.
- We will conduct tax return review meetings with you via video conference. If you have requested a meeting to review your return, we will send you an email with a link to the meeting. You may also request a phone conference if you don’t have access to a computer or the internet.
Instructions for AMDG Financial clients:
- All checkpoint or other meetings will be held via video conference. You will receive an email with a link to the meeting.
- You may access all meeting minutes, projections, statements and other resources through your AMDG Financial client portal. If you need a user ID or password set-up or reset, please contact Ken Porter, at firstname.lastname@example.org.
Instruction for Deliveries:
- If you need a signature, please knock – if no one answers, you may contact us at one of the numbers below.
- If you don’t need a signature, please leave the delivery at the door. We check for deliveries often.
Main Office Number (734) 737-0855
Molly Wallace email@example.com (734) 664-9411
Wayne Titus firstname.lastname@example.org (734) 673-2810
Thanks so much for your understanding!