[fname], it is that time of year again... the one we all dread but as the old saying goes, along with death, taxes are certain. Here at NewtonAssociatesCPA, we are constantly working on ways to streamline the process and make the process as less taxing as possible (pun intended).

This year we request that you complete the Engagement Letter and Foreign Asset Report electronically--it will take you less than two minutes to complete the entire process. There is no log in required and no username or password to remember.

Please Click this link or the one below to begin. This will open your web browser directly to the forms that we need completed and "signed." Note that you will not have to print the forms; everything will be done on this screen. Simply input your name and address, complete the foreign asset questionnaire, then sign. Once you have completed all three steps, be sure to click "Submit" and the file will be electronically sent to us. We hope you will find this convenient.

If you are married, each of you will need to click the link separately to sign the Engagement Letter and Foreign Asset Report.

The Internal Revenue Service requires that we specifically ask about any foreign assets that you may have. Due to these requirements, we will be unable to complete your tax return until we have received these forms from you.

As always, if you have any questions, feel free to contact us here at the office at 704-552-8689.

I want to stress that due to IRS and professional requirements, we will not be able to begin working on your tax return until we receive the signed forms.

Click Here to begin.

Thanks,


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


 

NewtonAssociatesCPA
13850 Ballantyne Corporate Place, Suite 500
Charlotte, NC 28277-2830
704.552.8689
http://newtonassociatescpa.com/

 

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