[fname], I wanted to drop you a note to remind you that we need your 2015 tax documents no later than Thursday, September 15th in order to complete your tax return before the extension deadline, which is coming up fast. If we do not receive your documents by Thursday, September 15th, we cannot assure you that your tax return will be completed by the October 15th deadline.

Back in April, we filed an extension with the IRS on your behalf. However, this extension only lasts 6 months, so we need to file your tax return to avoid incurring any late penalties or fines with the IRS.

- Please carve out time this week to gather your tax documents. Be sure to include your current address, phone number and email. You may drop your documents by our office, mail them, or upload copies to our secure client portal, Sharefile.

- Once we receive your documents we will review them and let you know if anything critical is missing. If everything is there we will start working on completing your return.

- After we complete the return, we will contact you to let you know they are available for your review on our secure client portal, Sharefile.

- We will upload a copy of the return, vouchers to submit with payment of taxes due, and our invoice to Sharefile.

- We will separately send you instructions on how to electronically sign Form 8879 (which we need signed and returned to us before we can e-file the return)

Please take action immediately in order to avoid any late fines/penalties that will cost you additional money to the IRS. Again, if we do not receive your documents by Thursday, September 15th, we cannot assure you that your tax return will be completed by the October 15th deadline.


If you have any questions, please call Kristen at (704) 552-8689.

Thank you in advance for attending to this matter.

Regards,

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