Tax Alerts
February 26, 2021
Tax Briefing(s)

Updated 1/11/21

Changes due to COVID-19

As the pandemic continues; we, like everyone else, are optimistic about the vaccines but remain concerned for the health and safety of our clients, staff, and families in the near term. As the government continues to limit gatherings and re-openings, we continue to monitor regulations and conditions as they impact our operations. It appears clear that we are not going to have any widespread relief prior to the tax filing deadline of April 15, 2021. 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 and believe that our approach to asset allocation means that your investments are well diversified and representative of your specific risk profile. We strongly believe that our 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, we will get back to you just as soon as possible.

Organizers were mailed the week of January 4, 2021 so you should have those by now. Please refer to the Pink Sheet enclosed with your organizer for important information on gathering and sending your tax information in this environment. It will be more important than ever to get your information in as early as possible to allow for timely processing.

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.