69 South Main Street

Mullica Hill, NJ 08062

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Update – March 31, 2020

I’m sure many of you are questioning stimulus payments to individuals and how your 2019 Tax Return may affect the amount you receive. Simply put, refunds will be based on the latter of your 2018 or 2019 Return (whichever was last received by the IRS). If your 2019 Return has been filed and you qualify, there is no further action needed on your part. For those that have NOT yet filed for 2019:

If you believe your 2019 Adjusted Gross Income will be less than your 2018 Income, AND you expect your Adjusted Gross Income to be less than $99,000 for an Individual or $198,000 for a Married Couple, please let me know at Joan@haltercpa.com as it may be advantageous for you to file as soon as possible (IF YOU HAVE NOT YET SUBMITTED YOUR DOCUMENTS TO US PLEASE MAIL OR UPLOAD TO THE ONVIO PORTAL AS SOON AS POSSIBLE).

For Businesses that are seeking assistance from the myriad of programs available through the SBA, the EDA, private lenders or others; please contact me at Joan@haltercpa.com with any financial reporting needs to support your applications/claims or if you need additional assistance (I have a contact at TD Bank that may also be able to assist).

Finally, as we can be essential in helping to maximize the benefits you receive and in compliance with Governor Murphy’s Executive Order which allows for essential operations of Accounting firms, we have resumed limited Operations. To protect our staff, the office is open for essential personnel only (while we’d love to see you and chat, please stay home and keep yourself healthy). For the foreseeable future, will be utilizing e-mail as our main form of communications with Clients (please alert us to changes in your email).

We are minimizing the number of staff present in the Office at any given time (including staggered staffing days) and we are following public health official guidance on social distancing, hand washing, and surface cleaning. We will continue to monitor official guidance, seek additional technological solutions, and modify our operations as appropriate.

Realizing how important the various stimulus programs are to our Clients both individuals and businesses, we are doing everything we can to provide you with the accounting and tax services you need while keeping our staff and the public at large as safe and healthy as possible.

Thank you for your understanding and cooperation as we navigate this unprecedented new landscape. Please do everything you can to keep yourself and your family safe and healthy.

Our best wishes to you and your families,
– Joan

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