Tax Alerts
October 19, 2020
Tax Briefing(s)

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. We remain fully operational, but as you might expect, in different ways. Our professional staff will be 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. As always, we are available to discuss your specific situation with you.

As we enter phase 2 of re-opening, our building remains closed to outside visitors. We ask clients to avoid in person visits to the office. Please send information electronically or via mail or delivery service. You can 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.

Obviously, these are unusual circumstances. Rest assured we are doing everything we can in order 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.