March 16, 2020

Tax Filing Deadline & Office Protocol

Dear Client,

I hope this email finds you and your families safe and healthy during this scary time.  All of us here at the Dowling Group are doing well and we wanted to give you an update on the following:

  • Tax Filing Deadline
  • Dowling Group Office Schedule and Operation Policy
  • Delivery of Tax Documents and Tax Returns
  • Investment Group and Client Portfolios

Tax Filing Deadline

As of the time of writing this to you Monday morning, the IRS and state authorities have not extended the deadline for filing or paying tax.  It is anticipated that they will provide extensions of filing and/or paying in some capacity.  There are bills already passed in the house providing tax relief and sick pay to employers and employees.  We will provide updates on this as these new laws go into effect.

As soon as we have insight into the filing requirements we will share these with you.  In the meantime please continue to send in your tax documents as we continue to operate on normal hours with some changes I will note below.

UPDATE: The Federal tax payment deadline was extended on March 17th.

Dowling Group Office Schedules and Operation Policy

We continue to operate as “normal” in all Dowling Group companies.  Our staff will be working remotely as of Monday, March 16th, but you likely won’t even notice.  As we mentioned in previous emails, we had put in place continuity plans should we have to close the physical office in Greenwich.  We are going to close the physical office to clients and staff beginning today.

While the physical office is closed in accordance with state and federal guidance, staff will be available and working from home.  You can reach us via phone at 203.967.2231 or by email.  Our tax department will be on normal tax season hours (8am to 6pm) and our investment team will be fully operating on normal business hours (9am to 5pm).

Delivery of Tax Documents and Tax Returns

As we shared in past emails we have implemented Dropbox for secure digital delivery of your tax documents and tax returns.  Please email Katie@thedowlinggroup.com if you need a link to upload tax documents.  You can also mail them to us at 1171 E. Putnam Avenue, Suite 1B, Greenwich, CT 06878.  If neither of these methods work please email me or Katie and we can make arrangements to assist you.

Investment Group

Our investment team remains focused on the market volatility and client portfolios.  Do not hesitate to call us if you have any questions.  If you have any service requests, they can be directed to Stephen@thedowlinggroup.com or call him at 203.967.2231.

We encourage you to continue sending in your tax data for completion.  Our tax team continues to work diligently to complete your work.

I hope you all stay safe and healthy.  My hope is that we come away from this with fond memories of the time we got to spend at home with loved ones.  To that end we hope we are doing our small part to keep the virus at bay.

Best regards,
Sean M. Dowling, CFP, EA
President, The Dowling Group Wealth Management

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