Glass Jacobson’s Response to COVID-19

Glass Jacobson Wealth Advisors Coronavirus, Glass Jacobson News, Economic Update Leave a Comment


Glass Jacobson is prepared to conduct business in the face of any type of challenge. It is our commitment to continue to provide our clients the highest-level of service—no matter the circumstances. We also take extremely seriously our responsibility to provide our clients and our team members a safe, healthy and secure business environment.

New processes and communication plans have been established in light of the rapidly changing environment. Your phone calls will be answered and emails addressed. We value your business and relationship, and promise to take whatever steps necessary to continue our dedicated service to our clients. Below is an overview of how we plan to deliver a high level of service while protecting our staff and clients.

Limit/avoid in-person meetings

We will be avoiding any in person staff and client meetings for the foreseeable future. If we have a meeting scheduled with you either in our offices or elsewhere, we will, wherever possible, conduct those meetings via video or telephone conferencing. Our team will contact you to make any changes to arrangements already in place.

Employees working from home

To limit potential risks to staff, we have suggested that all staff work from home until further notice. Glass Jacobson works on a secure cloud platform that allows our staff to continue working from any location, and phone calls will be forwarded to home offices. Thanks to technology and planning, our team is equipped to service our clients as normal.

Paperless workflow

With staff working remotely, all tax returns will be sent to clients as a PDF via your ShareFile portal. If you have requested a paper copy, we will do our best to honor that request, but please expect delays in receiving your paper return.

For financial services clients, those receiving paper statements should expect some delays in delivery. We encourage you to setup your wealth management portal to receive your statements electronically. Please contact your advisor to setup your portal.

Next Steps

We will continue to monitor the rapidly evolving situation and the latest advice from the Government and CDC. We will inform you as our plans change to reflect new developments.

News on the April 15th filing deadline should be finalized shortly. Once official, we will contact you about the details and what it means for you.

Feel free to contact your relationship manager if you have any questions or concerns.

Please remain safe and healthy during these trying times.

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