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COVID-19 Firm Update

7/9/20 – Brian Malthouse

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As we move through the summer months, it's important to consider responsibly reopening. Our offices will continue to be closed to outside visitors and we will continue to adhere to the recommendations made at both the federal and state levels. As a reminder:

  • In our Ft. Wright and Indianapolis offices, we prefer clients send their information electronically. If a client chooses to deliver tax returns or other information to the office, they will continue to follow the instructions posted on the signs at the entrance doors to the building.
  • Delivering your information to our Kenwood location is an option. There is a drop box that can be found in the parking garage on level P3 outside the main lobby door which will be checked daily by a VonLehman employee.

As we continue to monitor the impact of COVID-19 in our markets, we will keep you informed of any changes. Please don’t hesitate to reach out to us by email or phone at (800) 887-0437 if you have any questions or concerns.

Stay safe,

Brian Malthouse
President


SEE OUR PREVIOUS ANNOUNCEMENT BELOW:

The situation around COVID-19 has evolved over the last week with new federal, state and local guidance resulting in the widespread closure of schools and daycares, among numerous other businesses and organizations. We appreciate your flexibility as we adapt to the ever-changing COVID-19 environment. Keeping our clients’ and employees’ health in mind, effective Friday, March 20, we will be initiating a mandatory remote work policy until further notice. We believe this temporary policy is a necessary step to protect our clients, our employees, our families and our communities, while also doing our part to flatten the curve and reduce the spread of the virus.

The remote work policy means our offices will be closed to outside visitors and that employees are restricted from working in the office during this time. This policy also deters VonLehman employees from working at a client site. Activities at a client site should be kept to the minimum critical activities necessary to complete our work. We recognize there may be rare cases where a client requests our team to continue to work at their offices post March 19. The Partners and Managers of client engagements will be reaching out to clients to discuss the plan and make them aware of the remote capabilities we have to ensure a smooth transition.

Please see below for several other important changes and updates the firm has made in response to this temporary mandatory remote work policy:

  • Effective immediately, our offices are closed until further notice. However, there will be a select few individuals rotating on-site in the Fort Wright and Indianapolis offices assisting our essential staff with client deliverables.
    • Signs will be placed on the 1st floor instructing clients of the office closures in Ft. Wright and at the main doors at our office complex in Indianapolis. The Kenwood office will be closed.
      • Although our Kenwood office is closed, a drop box can be found in the parking garage on level P3 outside the main lobby door on the right-hand side. A VonLehman logo is on the drop box and it will be checked daily by a VonLehman employee.
  • We prefer clients send their information electronically, keeping in mind the safety of our essential staff who remain in our offices during this time. If you choose to deliver tax returns or other information to the office, you should follow the instructions posted on the signs at each location. A receptionist will be on-site at each office; however, the elevators will be locked in Ft. Wright and the office complex will be locked in Indianapolis.
  • A VonLehman employee will meet the client to retrieve the information and deliver it to the appropriate responsible person.

In our previous communication (see below), we mentioned proposals in Washington, D.C. for a modification to the tax filing deadlines. On Tuesday, the IRS issued guidance on the postponement of the due date for making federal income tax payments due April 15, 2020 but a tax return or extension must still be filed by April 15, 2020. We are waiting on guidance from the states and localities in which our clients reside and do business. We will communicate any changes and their potential impact on our processes as soon as this information becomes available.

As we monitor the impact of COVID-19 in our markets, we will keep you informed of any changes. Please don’t hesitate to reach out to us by email or phone at (800) 887-0437 if you have any questions or concerns. This is a new experience for everyone and I know that together we will overcome the obstacles that lie in the weeks ahead.

Stay safe,

Brian Malthouse
President

SEE OUR PREVIOUS ANNOUNCEMENT BELOW:

During this time, the well-being of our clients, firm members and their families is our top priority. Our leadership continues to closely monitor the information shared surrounding the COVID-19 by the Centers for Disease Control and Prevention (CDC) and State officials about the virus.

While we remain hopeful that the health and financial impact of the COVID-19 will be minimal and short-lived, we are taking recommended steps to ensure that clients’ needs are met and to maintain smooth business operations.

The firm’s offices are in compliance with the current CDC guidelines and as long as our environment is safe for our employees, our offices will remain open. We understand that some of our employees may have unique situations that dictate that it would be better to work remotely rather than come to the office and that decision will be theirs. During this time, we feel giving our employees the opportunity to work independently and remotely if they chose to do so is of the utmost importance.

We have asked all employees to minimize on-site meetings at our offices and our client’s offices (to the extent possible) and conduct these meetings remotely. During this time, it’s important we minimize in-person client interactions to assure both our and your employees are safe and reduce the transmission of communicable diseases. The Partners and Managers of client engagements will be reaching out to clients to discuss the plan and make them aware of the remote capabilities we have to ensure a smooth transition. For many years, our firm has had the technology to work remotely without sacrificing quality or data security. We will continue to maintain the level of service you’ve been able to rely upon for over 70 years.

In addition, we ask that you share any contingency plans that your company has formalized that are relevant to VonLehman or to our employees on-site at your locations, such as office closings to help contain the spread of the virus. Please notify us if any of your employees believe that they may have been exposed to the virus as we will be communicating similarly with all clients.

Also, there are currently proposals in Washington, D.C. for a modification to the tax filing deadlines. We will timely communicate any changes and how it may impact our processes as soon as this information becomes available.

As we monitor the impact of the COVID-19 in our markets, we will keep you informed of any changes. Please don’t hesitate to reach out to us by email or phone at (800) 887-0437 if you have any questions or concerns. Thank you so much for making us the firm of choice.

Sincerely,

Brian Malthouse
President