It is that time of year again... the one we all dread but as the old saying goes, along with death, taxes are certain. Here at W. Edward Newton Jr., CPA, we are constantly working on ways to streamline the process and to make the process as less taxing as possible (pun intended).

This year we are making some additional improvements to our systems as we try to do every year. In past years we have used the US mail to send out the engagement letters and ask that you return them in the included, postage paid envelope. This year we are able to do everything electronically and it will take you less than two minutes to complete the process. There is no log in required and no user name or password to remember.

Please click on
this link or the one below to begin. This will open your web browser and take you directly to the forms that we need completed and "signed". Note that you will not have to print the forms; everything will be done on this screen. The system will walk you through the process of inputting your name and address, take you to the spot where you will enter your signature, and then to the last page which contains the foreign asset questions. You will then click "Submit" and the file will be electronically sent to us. We hope you will find this convenient.

If you are married, each of you will need to click the link separately to sign the engagement letter and complete the foreign asset report.

The Internal Revenue Service requires that we specifically ask about any foreign assets that you may have. Due to these requirements, we will be unable to complete your tax return until we have received these forms from you.

As always, if you have any questions, feel free to contact us here at the office at 704-552-8689.

I want to stress that due to IRS and professional requirements, we will not be able to begin working on your tax return until we receive the signed forms.

Click here to begin.


W. Edward Newton, Jr. CPA, CFP

W. Edward Newton Jr., CPA
13850 Ballantyne Corporate Place, Suite 500
Charlotte, NC 28277-2830


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 Accountant

13850 Ballantyne Corporate Place, Suite 500 Charlotte, North Carolina 28277 Phone: (704) 552-8689 | Email: