Please read this entire message as it contains important details about our client services. The accompanying video is a brief overview of the two most important items included below.

By order of Governor Wolf our physical office locations are closed and our entire team will continue business operations and client service remotely. Our team can be reached via e-mail, or by voicemail through our main phone number at 610-868-9000. We will receive an e-mail with the recording of your message and respond to you as soon as possible during our normal business hours – Monday through Friday, 8 a.m. to 4 p.m.

The IRS has extended the tax filing and payment deadlines to July 15, 2020. This gives us more time to help you complete and submit your Federal, State and Local tax returns. This extension also covers normally associated interest and penalties, such as the failure-to-pay penalty as well as 2020 first quarter estimated payments (including payments of tax on self-employment income).

Prior-year (2019) IRA contributions are normally due by the tax filing deadline, which is now July 15. While our offices our closed, we recommend that you submit any of these types of payments via electronic transfer and refrain from sending us checks in the mail.

Our team will continue to work on tax preparation over the next couple of months with the new deadline in mind. If you still need to get us your documents, please upload digital copies to your secure eVault Client Portal. If you need to set up a personal portal, please contact us and your service team will help you. If you are unable to submit documents digitally, please hold them at home – do not mail to us. If you already have documents on the way, we have made arrangements to procure that mail for safe keeping until we can revisit normal physical operations.

Our team is prepared to handle all of our services for clients using secure and tested remote technology. We do not anticipate any business interruptions and we are very pleased that we will be able to continue to provide the same level of service that we have for the past 35 years.

On behalf of our entire VNFA family, I hope that you and your family remain safe and healthy during this challenging time. We are here for you – as always – should you need us.

Sincerely,
Matt Petrozelli
President and CEO
Valley National Financial Advisors