Due to the Coronavirus situation, and in an effort to keep everyone healthy and safe, we are limiting our direct contact with the public until further notice. Below, please find pertinent information relating to our firm's plan of action to ensure that we are proactive in the prevention of illness.
Safe and Secure Handling of Documentation
We highly encourage our clients to utilize our secure online portal system. It is the most effective and safest way to send and receive tax information. Access to hand-delivered or mailed tax information will be limited. We have established a safe drop off and delivery areas at our office for your use. Please call our office for more information.
Please visit our Online Resources page for more information regarding resources available during this unprecedented time.
Our organization will continue to be available to you during business hours via phone, fax, and email.
9:00am - 1:00pm Tuesday thru Thursday
8:30am - 5:00pm Monday thru Thursday
Securely Upload Your Documents!
Doherty, Beals, & Banks share file site allows our clients to sign up and securely upload their documents. Email us in order to request setting up the account.
New legislation clarifies the tax implications for forgiven PPP loans and the associated expenses. read more…
Ready To Get Started?
We are here to work with you whether your needs are personal or commercial.