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
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!
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
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
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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