Covid19 Update


In line with our concerns for your safety and the safety of our  employees,  we are following state and federal guidance and taking steps to reduce the risk of the spreading of the Covid-19 virus.  We are working remotely from home. Please note that the IRS has moved the filing date to July 15th.

We have the ability to video conference our meeting with you.  We also have a secure portal which you can utilize to send the documents to.  As of today, we are seeking your cooperation in making changes to the way we will operate for the foreseeable near term future. Please contact Rosie at 413-219-0227 if you have any questions.


Following are the changes we are making:


  • Drop off of documents::
    • Use portal:  
    • Email them to Rosie:   Office (Call Rosie at 413-219-0227)


  • Meetings: Choices
    • On line meetings utilizing  video conferencing
    • Phone meetings – we will email the tax return before the meeting


We are an essential business for investment and accounting services and are available for any questions you may have at this time.   Angela Malo is available at 860-653-0734, ext 128 or email her at  


Sandra Baranowski is following similar procedures in Manchester, CT. in her Manchester office.   Please feel free to contact her at 860-432-5604 or email her at


Thank you, God Bless you and Be Safe