At Avizo, our first priority is the well-being of our people, which extends beyond our team to our clients, business partners, and all the members of our communities. During this unprecedented time of dealing with the unknown surrounding the coronavirus (COVID-19), we will be sharing regular updates and information to help provide peace of mind for you.
Our offices remain open. In the event of a quarantine, our advisors will continue working remotely. For many years, we have put in place innovative technology and processes to allow flexibility for our team and uninterrupted service to you.
Although we remain open, we encourage our clients to practice social distancing efforts and stay home if needed. Here are some of the options we’re providing to help reduce the spread of the virus:
- TaxCaddy for uploading your documents: This is most secure way to get information to us at this time. It is simple to use, it’s free, and it’s secure. Email Kari Wolfe at firstname.lastname@example.org to get an invitation to TaxCaddy.
- SafeSend to receive and sign your returns: We will send you an electronic version of your returns that you can sign through our SafeSend system. If you are unsure how to sign electronically, our staff can walk you through the process, just call our office at 251-928-2443.
- Make a Credit Card Payment Online: We’re waiving the 3% credit card transaction fee through October 31, 2020. This has the double- benefit of allowing you to credit the payment AND make it easily from home.
Please note: The information shared on this page is accurate at the time of sharing, but can quickly become obsolete. We update this page regularly, but if you have questions or need clarification, please email our Coronavirus Response Team at email@example.com.