Covid-19 and CFM Office Operations

Written by Canty Financial - Published on January 4, 2021

As the situation with coronavirus (COVID-19) continues to develop, our team is ready and standing by to help our clients. We are taking multiple steps to minimize health risks to our staff and our clients.

Masks are required upon entry into our office building

Limiting face to face meetings

We are limiting face to face meetings to reduce the spread of the virus. You are welcome to mail us your tax documents via US Mail or scan and upload them using our secure Client Portal. We also have a dropbox in our lobby where clients can leave their tax documents.

We are available primarily via Telephone and E-mail.

Our advisors are here for you and ready to discuss your immediate and long-term financial needs. We are encouraging phone calls and e-mails as the primary form of communication.

Drop-off Procedure in place

We have implemented a dropbox system at each of our office location lobbies that allow our clients to leave their tax documents with us in a sealed envelope.

We are asking all clients to provide their email addresses when dropping off, faxing, mailing, or uploading their tax documents. This will help us complete e-file authorization forms and payment virtually, rather than in our office.

You may utilize our Secure Client Portal on the Internet

Please let us know if you are interested in utilizing our secure client portal to send and receive documents. You may upload documents, and view copies of your tax returns. This is an efficient way to communicate and finalize projects, including e-file authorization signatures.

Pick-Up Procedure In Place:

You can choose to pick up your return in person or we can mail it to you. If you choose to pick it up, we require you to call our office once you arrive. We are only allowing one client into our office at a time and will let you know when you can enter the building.

Let us know if you need additional assistance.

We understand these times can be challenging, and we are here to help. As new developments emerge regarding the coronavirus, we will share information with you. 

We hope you and your family stay safe and healthy,

Bill Canty, CFP®, CPA

Maureen Walsh, EA, Investment Advisor Rep.

Tina Alteri, CPA, Tax Advisor

Ed Canty, CFP®

Joe Canty, Investment Advisor Rep.

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20 Church Avenue 
Ballston Spa, NY, 12020

5129 Castello Drive Suite #1
Naples, FL, 34103
Michael Canty Memorial Fund
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