Tax Alerts
November 26, 2020
Tax Briefing(s)

Updated 11/3/20

Changes due to COVID-19

During these unusual times we, like everyone else, are concerned for the health and safety of our clients, staff, and families. As the government continues to limit gatherings and re-openings, we continue to monitor regulations and conditions as they impact our operations. Of course, as a financial services company, we remain fully operational. Our professional staff are working from home as much as we can and remain available to answer your questions.

We continue to monitor changes in financial markets as well. While each client and portfolio is different, our approach to asset allocation means that your investments are diversified and representative of your specific risk profile. While it’s never fun to watch when markets react with volatility to these unprecedented times, we strongly believe that the long-term approach will once again prove to be the best path. As always, we are available to discuss your specific situation with you.

As of this date, our building remains closed to outside visitors. As such, in person client appointments are not available. We have added video conference capabilities if you would like to discuss something “face to face,” just ask our team to set this up. Please note that you can send information electronically or via mail or delivery service. If you haven’t already, you might want to register for our File Share service. This is a secure file transfer portal where you can upload confidential documents safely and securely. Please click the File Share Log In box below to log in or register. Of course, you can always contact us by e-mail or phone and if we aren’t available to answer your call at the moment, we will get back to you just as soon as possible.

Please watch your mail the week of 11/30 for our annual letter getting ready for tax season. In it, we will have the most up to date information for you which may be different than prior years. After that, we will add updates to this page as needed leading up to and through the upcoming tax filing season.

Obviously, these are unusual circumstances. Rest assured we, just like you, are doing everything we can to adapt. Our goal is to continue to serve our clients as you have come to expect for over 40 years.

Welcome and thank you for visiting our website.  We are a group of dedicated financial professionals with the common goal of providing our clients with the best service in all areas of our practice. Together, our two firms provide you with the one stop shop to support all of your financial endeavors. In addition to providing you with a profile of our firms and the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients and visitors.  

As you browse through our website, you will see that not only have we highlighted background information on our firms and the services we provide, but have also included useful resources such as informative articles (in our Newsletter section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather links to external Websites that we felt would be of interest to our clients and visitors (in our Internet Links section).

While browsing through our website, please feel free to contact us with any questions or comments you may have - we'd love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.

Harrison Berkman Claypool & Guard, PLLC and HBC Financial Services, PLLC are licensed in Washington State.

Please review Important Disclosure Information set forth in the last section of this web site.