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COVID-19 UPDATE

Tax Management Services, Inc. is excited to announce that we are open to meet with our clients once again!  We are monitoring the Covid-19 Pandemic closely and following CDC recommended guidelines to keep our staff and clients safe.  The pandemic has been a moving target and we are certain there will need to be adjustments made to our policies along the way.  We will share these changes with you as they occur.

What does “open” mean for us at this time? 

  • We have started to invite clients to meet face-to-face.  The following procedures are currently in place for these appointments.

o   Masks are available for any client that wishes to wear one and does not have one of their own.

o   All TMS employees will be wearing masks to greet clients, while in common areas and during the meeting upon your request.

o   There are shields at the reception desks and in each office to allow clients and employees to remove their masks during their meeting if they so choose.

o   Some chairs were removed from the reception areas to allow for six-foot distancing while waiting.

o   Appointment times are staggered for time to sanitize between meetings.

o   We ask that you limit the number of people attending the meeting to two persons.

o   There will be no magazines, coffee or water provided at this time. 

  • Due to varying circumstances at each location, you may notice a modification in procedures. Here are a few notable differences:

o   Cherry Street Location (Green Bay) – The entrance to the building is locked at all times.  When you arrive, we ask that you call the phone number posted on the door to alert us that you are in the parking lot.  Please wait in your vehicle for your preparer to escort you into the building.  Our support staff is available to assist you with drop-offs and deliver pick-ups the same way.

o   Red Bird Circle Location (De Pere) – The doors are open and you may enter the building and check in with the receptionist. If you prefer to call the office and wait in your vehicle, you are welcome to do so.  We will accept drop-offs and pick-ups in person or we have a no-contact drop box for your convenience.

o   Cormier Road Location (Ashwaubenon) – Currently, this office is open for in person drop-offs only.

o   High Street Location (Wrightstown) – The doors are open and you may enter the building and wait in the reception area.  If you prefer to call the office and wait in your vehicle, you are welcome to do so.  We will accept drop-offs and pick-ups in person or we have a no-contact drop box for your convenience.

  • We will do our best to sanitize all common areas and offices regularly. Hand sanitizer and masks are available to you during your visit. Tax Management Services, Inc. will continue to provide you with the same level of service you have come to expect and deserve.


STIMULUS CHECK UPDATE:

If you are looking for an update on your stimulus check please check this website. If you have moved, had a balance due for 2018/19, never put direct deposit information on your return, we highly recommend checking the website and confirming they don't need any additional information. Would include Banking/Direct deposit information specifically. It will speed up the process in getting your funds to you.

Stimulus Check Payment Info

For those that don’t have a filing requirement and are not on some sort of Social Security payments or Railroad retirements please see this link to enter the payment information in.

Non-Filers Payment Info


SPECIAL ALERT: 

We have been monitoring the COVID-19 outbreak closely and are keeping the health and safety of our clients and employees as our top priority.  We have made temporary changes to our current policies and procedures as well as the handling of tax appointments until further notice. The IRS has also made some changes to current deadlines.The new deadline for filing both Wisconsin and Federal tax returns is July 15, 2020.

Please know that we are doing everything we can to ensure smooth processes for our clients in this unpredictable time.  We appreciate everyone’s flexibility and understanding as we work to meet the upcoming deadlines for our clients and strive to continue the level of customer service our customers have come to expect and deserve.

In the meantime, if you have any questions about the COVID-19 stimulus check, the CARES Act, Families First Act or options for businesses please use the links below. We are continuously monitoring these items and will provide updates in the links below as they come. 

Individuals

Business