Time is running out for our office to prepare
your 2016 Tax Return. In order to meet the April 15th deadline, we need
your documents no later than Friday, March 24th. If we do not receive
your documents by Friday, March 24th, we will need to file an extension for
If you would like to make an appointment with a CPA, we would be happy to
schedule a meeting. However, it is not mandatory for returning clients to
meet with a CPA for tax preparation. You may drop off your tax documents at
our office at your convenience. Be sure to include your current address,
phone number and email. You may also mail your documents to us or upload
copies to our secure client portal, Sharefile.
You can access our secure client portal, Sharefile, by going to our website
NewtonAssociatesCPA.com and clicking "Clients Click Here" -> Sharefile
login -> "Sign In". Your username is your email address. If you have
forgotten your password, you may click the link for "Forgot Password" and
the system will generate an email for you to reset your password.
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 returns.
If you have any questions at all, please do not hesitate to call or email
Kristen (Kristen@newtonassociatescpa.com) in our office. Thank you!
W. Edward Newton Jr., CPA, CFP
Certified Public Accountant
13850 Ballantyne Corporate Place, Suite 500
Charlotte, NC 28277-2830
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