Policies and Procedures for Jennings Group EA, Inc.

EFFECTIVE 1/1/2021:

We are opening our lobby to the public! However, we will follow all state/county mandates. If you are not comfortable coming in the office, feel free to drop off important information in our secure drop box beside the front door or call/text us at 423-408-2106 when you arrive at our office for curbside service.

Masks are required to be worn in our office at all times. We appreciate your cooperation with this County Mandate. We will have hand sanitizer available for your safety!

Zoom (Virtual) Meetings:

We are going to offer Virtual Tax Appointment Meetings through Zoom! If that is something you would be interested in, please send an email to us (tax@JenningsGroupEA.com) and we will send you the information you need. Keep in mind that we may be running behind and your appointment may not occur at the scheduled time. It is advisable for you to schedule an appointment before sending the request of the Zoom meeting. We ask for your patience with this new process.

Drop Off Option:

DROP OFF YOUR TAX DOCUMENTS TO COMPLETE YOUR TAX RETURN – please use our secure drop box located to the right of our door. Please make sure to give us good contact information including phone number, email address, etc. You can also complete an online Drop Off form by clicking here. This form is also available on your secure portal.

If I still don’t feel safe in public, how would I get information to and from Jennings Group?  

We have a secure portal for all existing clients to upload all pertinent tax documents (preferred method) OR if you were to mark out all Social Security Numbers on your forms, you can send to us via email to tax@jenningsgroupea.com.  We will correspond back to you via phone, email or through your secure portal.  We also have a drop box beside the front door for you to drop off your documents.  This will be checked multiple times per day.