Gray, Gray & Gray's Response to Coronavirus & Important Resources

As Coronavirus continues to impact our daily lives, including the way in which we conduct business, here you will find updates on Gray, Gray & Gray’s response to the outbreak as well as important resources. At Gray, Gray & Gray, we remain committed to helping our clients and friends successfully manage their businesses and individual finances during this challenging time.

The unprecedented spread of the novel Covid-19 “Coronavirus” continues to impact our daily lives, including the way in which we conduct business. Gray, Gray & Gray leadership is closely monitoring the information shared by the Centers for Disease Control and Prevention (CDC) and State officials about the virus, and is exercising necessary precautions. The health and safety of our employees and clients is our number one priority.

For clients who need to provide us with documents necessary for preparation of their tax returns, we request that you consider sending all necessary tax information through secure electronic means when possible. Please refer to the “Tax Update” section below for more details on our secure electronic processes.

Our staff remain fully accessible via email and phone to continue serving you.

Client meetings at our office are welcomed.

Regardless of vaccination status, visitors are required to follow our safety protocols, including:

  1. Wear a mask
  2. Check in with our Virtual Receptionist
    1. Visitors must confirm that they have not been exposed to and are not having symptoms of COVID-19
  3. Maintain social distancing of at least six feet

Proof of vaccination is not required.

Gray, Gray & Gray team members may visit clients’ locations based on the needs/desires of the client and safety of all involved. Safety protocols must be mutually agreed upon prior to Gray, Gray & Gray team members going on-site.  Gray, Gray & Gray team members should follow the client’s office policies for the duration of the visit.

Any tax clients who have not yet submitted their tax source information to Gray, Gray & Gray are encouraged to take advantage of our secure electronic processes:

INDIVIDUAL 1040 Tax Clients: SafeSend Organizers – A New and Efficient Way to Obtain and Deliver Your Tax Information

For the upcoming tax season, we are pleased to announce that we will use SafeSend Organizers for electronic tax organizer services. Use of a SafeSend Organizer will allow you to remain all electronic, from completing the organizer all the way to receiving your tax return electronically. While you are completing your organizer, you can also upload your tax documents and transmit all information electronically to your Gray, Gray & Gray accountant. SafeSend is a user-friendly and efficient, one-stop shop for your electronic tax needs!

If you’re a Gray, Gray & Gray individual tax client, at the beginning of February 2022, you will receive an email from SafeSend (noreply@safesendreturns.com) with a link to access and set up your SafeSend Organizer. The subject line will be: “Please Review and Complete your <TAXYEAR> Tax Organizer”.

We recommend that you “whitelist” this email address to help mitigate the potential of emails landing in your “Junk Email” folder.

Click here for more details about SafeSend Organizersview a SafeSend Organizers Frequently Asked Questions (FAQ) document here or contact Cathy Dwan at cdwan@gggllp.com with any questions.

CORPORATIONS & INDIVIDUAL 1040 Tax Clients: Client Portal Makes Submitting Tax Source Files Easy
Through the secure Client Portal corporate and individual tax clients have the ability to quickly and easily upload tax source files to our team. Please refer to the “request for documents” secure email provided by a member of our team, to start uploading your files today. If you have any questions or would like a member of our team to re-send the secure file request email to you, please contact Patrice Roberts at proberts@gggllp.com.

PLUS – tax return delivery is also performed electronically. Our team utilizes SafeSend Returns and/or the Client Portal for secure electronic delivery of tax returns.

Resources

Gray, Gray & Gray is providing ongoing information and support to help our clients and friends successfully manage their businesses and individual finances during the evolving coronavirus crisis. From informative webinars and articles, to links to helpful resources, we are committed to assisting and supporting you.

Check back for upcoming webinars!

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