IF YOU HAVE ALREADY PROVIDED US YOUR 2017 TAX DOCUMENTS OR WE HAVE ALREADY FILED YOUR 2017 TAX RETURN FOR YOU, PLEASE DISREGARD THE EMAIL BELOW!!!!!

Time is running out for our office to prepare your 2017 Tax Return. In order to meet the April 15th deadline, we need your documents no later than Friday, March 16th. If we do not receive your documents by Friday, March 16th, we will need to file an extension for you.

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!


Regards,


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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