I wanted drop you a note to gently remind you that we need your 2013 tax
documents & statements as soon as possible, so that we can complete your
taxes before the extension deadline which is coming up fast (less 5
Back in April we filed an extension with IRS, on your behalf, for your
2013 taxes. But since extensions only last 6 months, we need to complete
your taxes and file them so you don't start incurring any late penalties
or fines with the IRS.
Here is my suggestion on actions we should take to get this process
1) You should carve out time this week and gather together any/all
remaining tax documents, statements or records. Put them in an envelope or
folder (large rubber band will do in a pinch) with your name, address,
phone number and email on it.
2) On Tuesday, September 2nd either drop them in the US mail (if you are
sending me original documents I strongly suggest you pay for TRACKING so
the post office can track the package if they lose it) OR drive over to
our office and drop them off at the front desk (address below).
3) When we get your records next week we will start reviewing them and let
you know if anything critical is missing. If everything is there then
right after the 1st week in September we will start working on completing
4) After we complete them, Sara Beth will contact you and let you know
they are available on the secure client portal so that you may review them
before we e-file them for you.
We will have copies of the returns, any vouchers that you must use to pay
any taxes due, the Form 8879 we need back before we can e-file the
returns, and our invoice which you may pay directly from our website or
send payment along with the Form 8879.
And after reading this if you think cannot take these actions or hit these
target dates you should pick up the phone and call Sara Beth at (704)
552-8689 so that she can assist you in the process.
Because we are dealing with the IRS and they get grumpy if you miss the
deadlines, I want to avoid any late fine/penalty scenario that costs you
If you have a minute just REPLY back to this email so I know you received
Thanks in advance for attending to this.
W. Edward Newton, Jr. CPA, CFP®
W. Edward Newton Jr., CPA
13850 Ballantyne Corporate Place, Suite 500
Charlotte, NC 28277-2830