To our valued clients and friends:

As the global COVID-19 public health emergency continues to spread and create challenges for your business and your employees, PKS leaders are confronting our firm’s own realities. 

The annual tax filing season is typically one of the most demanding times of year for our team members. With many long hours required to fulfill client responsibilities, healthy habits tend to be neglected for four months each year – and this can leave our team members vulnerable to illness. Effective immediately, PKS has given our team members the option of working remotely for the duration of this outbreak.  We are fully functional and have access to all of our applications and programs to continue to help serve you.  We can be reached by phone or email and are offering video conferencing when needed. 

While our main concern is the humanitarian nature of the pandemic, we are focusing our depth and breadth of resources to ensure we remain available to serve you during this turbulent time, despite the many challenges that impact our traditional ways of doing business. However, we are taking additional measures to ensure our team members stay healthy now and into the future – and taking every precaution to mitigate their risk of exposure to COVID-19 disease. 

What you need to know

• PKS is asking clients to minimize in-office visits, including clients dropping off or picking up tax return documents. In addition, PKS is preparing for the possibility that our office may be forced to close under state mandates, without the option of having a skeleton staff remain in the office.

• All clients are asked to send in their tax information electronically if possible and to utilize our e­ sign capabilities if you are not already doing so. If you have questions about these technologies, please call your PKS professional so we can get you set up as soon as possible. 

• With a limited staff in the office, priority will be given to projects that can be done remotely, which means returns that are not reliant on paper (either in relation to the client input documents or the final filing documents) will get priority.

Today President Trump announced that most individuals and businesses will be permitted to delay paying their taxes by up to ninety (90) days.  PKS plans to continue our efforts to prepare and file tax returns in a timely manner for as long as possible and is asking that you not wait to get your information to us. 

Please do not hesitate to contact your PKS professional if you have any questions about our own preparedness or if we can be of assistance in ensuring your ability to address these new challenges. We recognize that this may be a prolonged effort and wanted you to be fully aware of PKS’s commitment to help you meet challenges and advance your business objectives during this time.

On behalf of the entire PKS team, we wish good health to you and your loved ones and thank you for your support and understanding as we navigate this unprecedented set of business circumstances.

In good health,

Daniel M. O’Connell II, CPA/PFS, CVA

Managing Partner

PKS & Company, P. A. is a full service accounting firm with offices in Salisbury, Ocean City and Lewes that provides traditional accounting services as well as specialized services in the areas of retirement plan audits and administration, medical practice consulting, estate and trust services, fraud and forensic services and payroll services and offers financial planning and investments through PKS Investment Advisors, LLC.