We’re pleased to share that we will be re-opening the office effective Monday, July 6th, after the Fourth of July weekend.  In an effort to ensure the safety of both you, our valued client and our team, proper social distancing will be maintained in the office at all times.  Our seating arrangements will be arranged to be able to accommodate a set number of clients at any time so it will be of the utmost importance to be certain an appointment has been made.  If you should be experiencing any flu-like symptoms or not feel well, we ask that you reschedule your appointment. We also want to assure you we will be sanitizing the workspace after every client meeting and wiping down the office public spaces regularly. We want to ensure that everyone in the Outsourced CFO Solutions family, clients and employees alike, remains safe and in good health.  Thanks for your understanding as we work through the complexities of these most unique times and we look forward to seeing you and helping with your tax and business related concerns.


While there has been much confusion regarding the requirements to fulfill the obligations on the part of those receiving either of these loans, there are continuing releases that further the documentation necessary to insure proper compliance with the intent of the SBA to either forgive, as in the case of the PPP, or support, as in the case of EIDL, these loans.  The requirements can be cumbersome, time consuming and if not done correctly, cause you to either lose forgiveness as an option or worse, greater liability than the loans were meant to reduce.  For more information on how we’re working to help minimize the difficulty of completing the necessary documentation and give you back the time to run your business, please CLICK HERE and in the comments section enter PPP or EIDL and we’ll get back to you immediately.

Lastly, as a reminder, the Federal Government Federal Tax deadline has been moved back to July 15th . In addition, the State of California has postponed the April 15th filing deadline until July 15th as well.

Our Commitment remains the same:
We will continue to prepare your tax returns and other projects. We will contact you as your returns are completed. Most returns are electronically sent, and you can review the You are important to us. Stay healthy and be safe!

Your Outsourced CFO Solutions team