Couch & Associates works to make your business Simple|Flexible|Easy|Orderly|Profitable

Dear Valued Clients, Friends and Community,

As we continue to serve you virtually through our secure online client portal and various communication tools. We are as committed as ever to assisting you with your tax and accounting needs during this challenging time.

• Ann or another member of the Client Services team will be manning the phone Monday through Friday, 10 am - 12 pm and 1 pm - 3 pm. We will be checking voicemail daily.

• We’re taking meetings! Beginning next week, we will be meeting with clients via phone or Zoom video conferencing. Call or email to schedule a meeting. 

• Email is the best way to contact us. Send your questions or concerns to contact@couchtaxes.com. Although the client portal has a messaging function, we ask that you send all correspondence to us via email

• The client portal is available as always to send us your tax documents electronically. The client portal's main function is to share documents securely. Please email contact@couchtaxes.com for questions or concerns. You can access the client portal directly here

Completed tax returns will be delivered electronically via DocuSign or the client portal. Each system provides a downloadable copy of your tax returns for your review before signing;
Each system provides a compliant e-signature function for the signing of your e-file forms;
Each system supports the seamless e-filing of your completed and e-signed tax returns.

We will be checking our secure mailbox intermittently (once a week) if you need to mail your documents to our office. Please use USPS - all other carriers do not have access to our secure mailbox

For over 20 years, Couch & Associates has been committed to providing valued service and support to our clients and community while working toward a common goal of prosperity and well-being for all. Although this situation is unlike any we have faced before, as a technology-enabled firm, we are committed to providing the same level of service and expertise as always.

Sincerely,
The Couch & Associates Team

 

 

Couch & Associates, Inc. is a team of CPAs and Enrolled Agents, who specialize in addressing your unique circumstances whether business tax, accounting, and personal needs. We listen and consider circumstances carefully and we work hard every day to understand and stay ahead of changes to the tax code and business trends. We use this knowledge when preparing your tax returns and tax planning. In fact, tax planning is a cornerstone of our practice, because changes in life circumstances, whether business or personal, have tax implications. Our clients include over 600 Bay Area small businesses, partnerships, corporations, trusts and estates, and individuals.

 

The Tax Cuts and Job Act of 2017 (TCJA) was the most sweeping tax reform in 30 years. Couch & Associates actively teams with our clients to understand the uneven impacts of the TCJA, get ahead of issues and implement tax savings opportunities.