We will be moving our offices in December to Vienna - 8221 Old Courthouse Road, Vienna, VA 22182

Letter from our firm

On behalf of our entire team at SMB Advisors, we want to assure you of the proactive steps we are taking in order to keep our offices safe to visit in this time of the CoronaVirus (COVID-19) pandemic. Taxes and accounting do not stop for a virus and we are here to assist you in navigating this difficult financial time.

At SMB, we have always and will continue to follow and exceed the safety and sanitation protocols advocated by the Virginia Department of Health, the U.S. Centers for Disease Control and Prevention and the World Health Organization at this time of the virus and the need for special precautions.

To protect the over 500 households that SMB serves, we have taken the following steps:

  1. We respectfully request that any client or visitor having been to our offices in the last few months who has tested positive or been exposed and quarantined to notify our office as soon as possible.

  2. We are also asking both staff and clients who feel unwell or have sick loved ones to refrain from visiting our office.

  3. Our staff is utilizing our company wide paid sick leave to make sure we keep our workplace healthy, safe and virus free. Employees will remain at home and can work remotely when necessary if they are feeling sick or have a sick family member in their home. No one in the office will be sick.

  4. We have increased and been vigilant with sanitization of all high traffic areas and surfaces.

  5. We are offering hand sanitizer and disinfecting wipes throughout the office.

  6. There are paper hand towels and antibacterial soaps in all bathrooms.

  7. Weather permitting, windows and doors are being opened for ventilation.

  8. Handshaking is curtailed with our enthusiastic welcome upon arrival.

Your health and financial well-being is our main concern and our office is open for your needs at this difficult and unprecedented time. If you prefer to not come to the office, we have alternatives to aid you in filing your taxes.

  1. Liscio is our new highly secure portal where you can electronically send your tax documents to our Professional Tax Team anytime, anywhere. There is also a secure mobile app with camera capability to send documents to us. https://smb-advisors.liscio.me/

  2. Phone and Video conferencing are available for client meetings.

  3. Not technically inclined?

    • Ask a family member or friend to assist you with Liscio.

    • Drop off your paper documents in an envelope to our mail slot next to the door.

    • Snail mail your documents to us. We do suggest mailing them with tracking so your important documents do not get lost in the mail.

    • Call a local delivery service to pick up your documents and deliver them to us.

Note: We do not accept or provide emailed tax documents due to cyber security risks and insurance requirements.

Should you need any assistance during this time, we are here to help. Please reach out to our teams by:

  • Calling our Administrative Team at 703-534-6001, ext 201.

  • Calling our Accounting Team at 703-534-6001, ext 202.

  • Calling our Professional Team at 703-534-6001, ext 203.

  • Sending a Message to your Client Service Team in Liscio.

  • Emailing your Client Service Team.

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