January 2019

The 2018 tax filing season is here! This year Tax Organizers will be available upon request - you are not required to use one but if you would like one let us know and we will make it available on our secure client portal, Sharefile!

 

 

 

 

 

 

 

IMPORTANT INFORMATION:

 

 

 

 

 

 

 

 

The cutoff date for preparing your returns with a filing date of April 15th is March 18th! All others received after this date will be placed on extension.

 

 

 

 

 

 

 

 

We LOVE referrals - and so should you. For anybody you refer who becomes a client you will receive $50 off the price of your return and they also will get $50 off the price of theirs as well!

 

 

 

 

 

 

 

 

As soon as you have all of your information together, please either upload all documents through Sharefile or feel free to drop off the information at the office - no appointment necessary! NOTE: your tax return will not be considered "ready for prep" until we have received all of your information.

 

 

 

 

 

 

 

 

We are including with this letter 2 important items!

 

 

 

 

 

 

 

 

 

o

Miscellaneous Information Checklist  - completion of this is critical. It asks many of the questions we would have to ask after receipt of your documents anyway - complete it now and we won’t bug you later!

 

 

 

 

 

 

 

 

 

o

Engagement Letter - there is a link below - as in prior years, signature of these forms is required for us to prepare your returns. Signing early helps speed the process along.

 

 

 

 

 

 

 

 

 

TAXPAYER:

Please : Click Here to Sign

 

 

 

 

 

 

 

 

 

SPOUSE:

Please : Click Here to Sign

 

 

 

 

 

 

 

 

 

CHECKLIST:

Please : Click Here to Complete

 

 

 

 

 

 

 

We look forward to working with you all again this tax season! If you have any questions or concerns, please feel free to give the office a call at 704-552-8689.

 

 

 

 

 

 

 

Sincerely,

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

W. Edward Newton Jr., CPA
For the Firm

 

 

 

 

 

 

 

 

 

 

 

 


 

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

 

This electronic message contains information from the accounting firm of NewtonAssociatesCPA, which may be confidential or privileged. The information is intended to be for the use of the individual or entity named above. If you are not the intended recipient, be aware that any disclosure, copying, distribution or use of the contents of this information is prohibited. If you have received this electronic transmission in error, please notify us by telephone (704-552-8689) immediately.