13850 Ballantyne Corporate Place
Suite 500
Charlotte, NC 28277-2830
Fax 704.552.8272









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!

















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!











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!











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.











Please : Click Here to Sign











Please : Click Here to Sign











Please : Click Here to Complete









NOTE: When you click the above links if you receive a error or warning message about an unsafe or unsecure connection, please go ahead and click through to the webpage.  Be assured that these links are authentic and the warnings may be 'browser related' and not related to our RightSignature online form service.


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.


























W. Edward Newton Jr., CPA
For the Firm














13850 Ballantyne Corporate Place, Suite 500
Charlotte, NC 28277-2830


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