Gray, Gray & Gray's Response to Coronavirus & Important Resources

As Coronavirus continues to impact our daily lives, including the way in which we conduct business, here you will find updates on Gray, Gray & Gray’s response to the outbreak as well as important resources. At Gray, Gray & Gray, we remain committed to helping our clients and friends successfully manage their businesses and individual finances during this challenging time.

An Update from Our Leading Partner, Jim DeLeo – May 2021:

To Our Clients and Business Associates:

As Governor Baker lifts the COVID Restrictions and the CDC and state continue to issue further guidance,  we too are adjusting our office plans accordingly. One thing that remains unchanged: the safety and well-being of our employees and clients remains our top priority in 2021.

Starting July 12th, our office will officially be open to all employees and clients. Many of our employees will operate in a hybrid work model, with continued flexibility of working both on-site and remotely. Our clients can rest assured that this model will enable us to be readily available to serve you with the same quality service you have come to expect from us.

Client meetings at our office will be welcomed and on-site work at clients’ offices will be encouraged based on the needs/desires of the client and safety of all involved.

Staff and clients may choose to continue leveraging virtual meetings and digital document transfers as appropriate as well. Should you have any questions, please contact your engagement partner. You may call our main office line at 781.407.0300 for our dial by name directory.

Additionally, you can refer to this Coronavirus Response & Resources page for ongoing updates on Gray, Gray & Gray’s response to the pandemic as well as resources to help you successfully manage your business and individual finances. From informative webinars and articles, to links to helpful resources, we are committed to providing thought leadership that assists you both now and in the future.

We look forward to seeing everyone again and want to thank you for your understanding over these past several months.

Stay safe,

Leading Partner
Gray, Gray & Gray, LLP

The unprecedented spread of the novel Covid-19 “Coronavirus” continues to impact our daily lives, including the way in which we conduct business. Gray, Gray & Gray leadership is closely monitoring the information shared by the Centers for Disease Control and Prevention (CDC) and State officials about the virus, and is exercising necessary precautions. The health and safety of our employees and clients is our number one priority.

For clients who need to provide us with documents necessary for preparation of their tax returns, we request that you consider sending all necessary tax information through secure electronic means when possible. Please refer to the “Tax Update” section below for more details on our secure electronic processes.

Our staff remain fully accessible via email and phone to continue serving you.

Massachusetts to Extend 2020 State Tax Individual Filing Deadline: On March 18th, it was announced that following the lead of the federal government, the Massachusetts legislature is taking steps to extend the state’s individual income tax filing deadline from April 15, 2021 to May 17, 2021. The deadline extension will be added to a COVID-19 relief bill that is already moving through the legislative process. We are still recommending that taxpayers file their returns as early as possible.

2020 Federal Individual Income Tax Filing Deadline Extended to May 17: On March 17th, the Internal Revenue Service (IRS) announced that the April 15, 2021 tax filing deadline for individuals has been extended until Monday, May 17, 2021.  At this time the postponement of the tax filing deadline applies only to individual federal income returns and associated payments related to the 2020 tax year. This relief does not apply to 2021 first quarter estimated tax payments that are due on April 15, 2021. These payments are still due on April 15. It also does not apply to C corporations. State filing and payment deadlines vary and may not be the same as the federal deadline. You should check with your tax professional or state tax department to confirm state filing deadlines. Even with the new deadline, we urge taxpayers to consider filing as soon as possible, especially those who are owed refunds. Filing electronically with direct deposit is the quickest way to get refunds, and it can help some taxpayers more quickly receive any remaining stimulus payments they may be entitled to.

Any tax clients who have not yet submitted their tax source information to Gray, Gray & Gray are encouraged to take advantage of our secure electronic processes:

INDIVIDUAL 1040 Tax Clients: TaxCaddy Simplifies Tax Time 
TaxCaddy is an electronic tax organizer that gives individual tax clients the ability to simply upload your 1040 tax documents from your computer, tablet or smartphone. Plus, TaxCaddy offers a handy questionnaire and compares your prior year 1040 tax return source files to assist with identifying what information you may need to submit this year. If you’re a Gray, Gray & Gray individual tax client, check your inbox for an email reminder from “” with a link to the TaxCaddy service app, along with instructions on how to download the app and start uploading your 1040 tax source file documents. Click here for more details about TaxCaddyview a TaxCaddy Frequently Asked Questions (FAQ) document here or contact Cathy Dwan at with any questions or to request that we resend the TaxCaddy link to you.
CORPORATIONS & INDIVIDUAL 1040 Tax Clients: Client Portal Makes Submitting Tax Source Files Easy
Through the secure Client Portal corporate and individual tax clients have the ability to quickly and easily upload tax source files to our team. Please refer to the “request for documents” secure email provided by a member of our team, to start uploading your files today. If you have any questions or would like a member of our team to re-send the secure file request email to you, please contact Patrice Roberts at

PLUS – tax return delivery is also performed electronically. Our team utilizes SafeSend Returns and/or the Client Portal for secure electronic delivery of tax returns.


Gray, Gray & Gray is providing ongoing information and support to help our clients and friends successfully manage their businesses and individual finances during the evolving coronavirus crisis. From informative webinars and articles, to links to helpful resources, we are committed to assisting and supporting you.

Check back for upcoming webinars!

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