Client FAQ

Office closures, options for virtual meetings, remote support and more.

We’ve included some information below covering frequently asked client questions. We will continue to update this section to ensure you’re connected with the latest information.

Are BerganKDV offices open?

At this time, all BerganKDV offices have been closed to visitors and our workforce has transitioned to remote work from their homes. We are committed to delivering a “WOW” client experience through this disruptive time, and will work within our capabilities to ensure that all client projects are delivered accurately and on-time. We will continue to monitor the situation closely and will continue to make decisions based on the safety of the BerganKDV team, our clients, family members and community members.

Meeting availability

Technology is on our side and we have multiple tools in place to hold virtual meetings to continue collaboration.

How should I get my physical documents to you?
  • Virtual drop-off:  Virtual/Electronic drop-offs can occur using Safe-Send. Please email your BerganKDV professional for instructions to send documents electronically.
  • Physical drop-off:  We ask that you please mail copies of information when electronic delivery is not an option. We do also have a secure drop box outside our office to accept physical documents. Please notify your BerganKDV professional so that they can coordinate receipt with administrative staff.
I am unsure if I have the tools to connect remotely, can you help with that?

Many of our technology vendors are making remote tools available, free of charge, for the next six months. Here is a client communication that highlights some of the relevant and important technology information. Please contact us if you need help navigating connectivity challenges.

Has the IRS extended the federal income tax deadline?

Yes, the IRS has officially pushed federal tax filing and payment deadlines back to July 15. Most states have also or are expected to extend their filing and payment deadlines as well. Please contact your tax professional to determine how this impacts you.

 

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