Here are two items I want to tell you about. First, tax season is here! We are preparing your tax organizer so look for an email in the next few days letting you know it is available on our secure client portal, Sharefile.

Second, we always appreciate you as a client and especially when you REFER other clients to our office.

This tax season is no different and we are again offering an incentive for you to refer someone to us for their 2017 tax return preparation.

When you refer someone to our office and they become a tax return client, you receive a $50.00 Referral Bonus which we take OFF the cost of your 2017 tax return preparation. Plus, you receive 2 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 2017 tax return preparation and they receive 2 tickets for the drawing for an Apple iPad!

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

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, when you REFER your friends, family or coworkers to us, you get a $50 discount on your own tax return and 2 tickets (and they get $50 off and 2 tickets for the iPad drawing).

If you have any questions, please feel free to 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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