Hi [fname],

We were going through our client list and noticed that we have not received your tax information yet. Do you want us to file your 2015 taxes?  If not, we're sorry to see you go!  If yes, please read on for instructions.

With only 3 weeks before April 15th at this point we:
- will need to file an extension for you so that we have time to accurately and completely prepare them (after the 15th) but...
- to file an extension and prevent late filing penalties, I still need some of your tax information as soon as possible.

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 want us to file an extension for you, would you please either:

1) Call Kristen here at the office (704-552-8689) and provide her with the amount of federal and state income tax you had withheld as shown on your W-2 or


2) Reply to this email and provide the amount of federal and state tax withheld on your W-2

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 2015 tax returns.

Hope all is well otherwise!

Regards,

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

Standard Responses:

- 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 - please file an extension, and my stuff is in the mail!




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

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