Here are 2 quick items I want to tell you about. First, I want to officially let you know tax season is here. We are putting together your tax organizer so look for an email in the next few days letting you know it will be available on our secure client portal, Sharefile.

Secondly, we always appreciate you as a client and especially when you REFER other clients to us.

This tax season is no different but we are again adding an incentive for you to refer someone to us for their 2016 tax return.

When you refer someone to us and they become a tax return client, you receive a $50.00 Referral Bonus which we take OFF the cost of your 2016 tax return. Plus, you also receive 3 tickets for the drawing of an iPad after April 15th!

And it doesn't stop there. The person you refer also receives $50.00 off the cost of their 2016 tax return PLUS they receive 3 tickets for the drawing for an Apple iPad!

Remember this referral program is in addition to your chance of winning the iPad in the same drawing.

In a nutshell you get 3 of your own tickets for the iPad drawing if you bring all your tax return information to us before February 28th OR you get 2 tickets if you bring in your tax documents during the month of March OR you get 1 ticket if you bring in your tax information during the month of April!

As you can see, the earlier you bring in your tax return information, the more tickets you'll have in the drawing for the iPad valued at $499.

Plus, as I mentioned at the beginning of this email, when you REFER your friends, family or coworkers to us, you get a $50 discount on your own tax return plus 3 tickets (and they get $50 off and 3 tickets for the iPad drawing).

If you have any questions, please call Kristen at the office at 704-552-8689.


W. Edward Newton Jr., CPA, CFP
Certified Public Accountant


13850 Ballantyne Corporate Place, Suite 500
Charlotte, NC 28277-2830


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