Hey [fname], it is less than 1 month away from the tax deadline and if you have not made an appointment to come in with your tax information - now is the time!

With only 4 weeks before April 15th at this point we just might need to file an extension if you cannot get your documents to us by Friday, March 27th. That way we will have time to accurately and completely prepare your returns before the 15th. Otherwise we may have to file an extension and I'd rather not do that if we can avoid it.

I know how busy everyone is and sometimes 'life' changes your plans but I want to make sure that we have you covered this year.

If you would, please call Sara Beth here at the office (704-552-8689) and let her know if you can get your information to me in the next week or so?

If you know you are going to need an extension, please call Sara Beth (704-552-8689) now so that she can get the information from you that we need and ensure that the extension is filed on time.

If you're really busy, just reply to this email. Below are some 'responses' you can just copy and paste so that we know where you are with your plans for us to file your 2014 tax returns.

Hope all is well otherwise!

Regards,


W. Edward Newton Jr., CPA, CFP (R)
(704) 552-8689


Standard Responses:

- Ed, please file an extension for me. I will get in touch with you after April 15.

- Ed, just got busy with other stuff, I'll call you asap.
- Ed, we went with another preparer this year, sorry I didn't tell you.
- Ed, had to go into witness protection, this is the last time you'll hear from me, ever...
- Ed we won the lottery and I've gone on spending spree, will call you soon.
- Ed, I've decided not to pay the government any more taxes, they can come and get me if they want them...
- Ed, holy smokes, is it tax time again? Completely forgot, my stuff is in the mail!


W. Edward Newton, Jr. CPA

W. Edward Newton Jr., CPA
13850 Ballantyne Corporate Place, Suite 500
Charlotte, NC 28277-2830
704.552.8689
ednewton@ednewtoncpa.com

 

 

IRS CIRCULAR 230 NOTICE: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. tax advice contained in this communication (or in any attachment) is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code or by any governmental taxing authority or agency; furthermore, this communication is not intended or written to support the promotion or marketing of any of the transactions or matters addressed.
W Edward Newton Jr., CPA
Certified Public Accountants
13850 Ballantyne Corporate Place
Suite 500
Charlotte, NC 28277-2830

Telephone: 704-552-8689
Fax: 704-552-8272
Email: Ed@EdNewtonCPA.com
Website: http://www.EdNewtonCPA.com
This electronic message contains information from the accounting firm of W. Edward Newton Jr., CPA, which may be confidential or privileged. The information is intended to be for the use of the individual or entity named above. If you are not the intended recipient, be aware that any disclosure, copying, distribution or use of the contents of this information is prohibited. If you have received this electronic transmission in error, please notify us by telephone (704-552-8689) immediately.