CE&C Response to COVID-19

Dear valued clients and friends of Culp, Elliott & Carpenter,

We write to share our response to the novel coronavirus (COVID-19).  Our firm is devoted to the health and safety of our clients and their families, our colleagues, and the communities we serve in the Carolinas and elsewhere, and this has guided our planning and decision-making.

We are well-prepared to provide our tax, estate planning, and legal services to you, uninterrupted, while taking all necessary precautions.  We may need to make adjustments along the way as we, along with you, navigate these unprecedented times, and we appreciate your patience.

Effective Wednesday, March 18th, 2020, Culp, Elliott & Carpenter team members will work remotely until March 31st (subject to extension).  Culp, Elliott & Carpenter’s physical office will close.  We will limit face to face meetings out of the office.  

Because the situation is fluid, we do not know how long this policy will be in effect.  We are prepared to serve our clients remotely for an extended period.  We are swiftly shifting to complete remote operations to allow our clients to work with us without disruption.

This approach is consistent with the way we work daily with most of you.  In effect, we have tested and employed these remote methods for years. While we will miss seeing you in person, we do not anticipate interruptions in the service you are accustomed to receiving.  We continue to work diligently to meet deadlines and to maintain the high level of service you expect from us.  Our colleagues will have the tools and technology they need to deliver on our commitments to you.  We employ best practices for working in a virtual environment, particularly related to cybersecurity.  As we make this transition, we want to thank you for your flexibility and for partnering with us on new and creative ways of working that meet your needs.

Tips and observations:

  • The methods for reaching us via email and telephone remain the same.
  • We expect to have a “skeleton crew” at our office to receive packages and mail, as well as to facilitate work between our colleagues and our clients.
  • We will limit in-person meetings. We encourage the use of telephone conferences, written communications, and video-conferencing.  We have used this technology extensively for several years on varying types of devices.
  • In certain limited, case-by-case situations and emergencies, we may choose to serve clients at their locations while our clients are implementing their own prevention and preparedness plans.
  • We remain dedicated to you, our clients. If we need to adjust how an engagement is approached due to your changing requirements or ours, we’re committed to being nimble and collaborative.
  • Our team will continue to learn and follow your policies concerning security, travel, meetings, telecommuting, and similar issues.
  • Open communication is critical to our practice.

As always, we stand ready to help you reach your planning goals.  Midday on 3/17, for some taxpayers (not trusts or estates), the Treasury delayed the 2019 tax reporting deadline by 90 days (July 15) for filing or paying some taxes.  Also, Congress might pass tax relief bills.  We will monitor these situations and laws closely, and can answer your questions about those potential changes. 

Despite the disruptions to daily life caused by COVID-19, we remain committed to delivering an exceptional client experience.  Our passion for helping our clients reach their goals has not diminished.  

We pledge to be in this together, supporting one another until this unusual time has passed.  

Thank you for the trust and confidence you place in us.  Please contact us with any questions or needs.  We hope you and your family remain safe and healthy.