Skip to content
  • XERO Sign In
  • Client Sign In
    • CWA Client Portal
    • Suralink Client Portal
    • eMoney Login
    • Black Diamond Login
  • Facebook
  • LinkedIn
  • Youtube
  • Instagram
  • About
    • History
    • Powering Potential
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • New Doctors
    • DSO Partners
  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
    • Investment Updates
    • Educational Videos
    • 3to1 Foundation
  • Blog
  • Contact
  • XERO Sign In
  • Client Sign In
    • CWA Client Portal
    • Suralink Client Portal
    • eMoney Login
    • Black Diamond Login
  • Facebook
  • LinkedIn
  • Youtube
  • Instagram
  • Careers
  • References
  • Privacy
  • Disclosures
  • Terms of Use
  • Events
  • About
    • History
    • Powering Potential
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • New Doctors
    • DSO Partners
  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
    • Investment Updates
    • Educational Videos
    • 3to1 Foundation
  • Blog
  • Contact

Important information for those that filed a tax extension

  • by CWA
  • •    June 7, 2017
SHARE

True, it’s only June, but you know how the summer goes. With busy season at the office, vacation with the family and long holiday weekends, August will be here before you know it.

For those who filed a tax return extension with us this year, there are some important deadlines fast approaching we don’t want you to miss.

Friendly Reminders from the CWA Tax Department

– If you are a CWA tax client, send your tax documents to us as soon as possible if you have not done so for your 2016 tax return(s).  Additional charges to your tax preparation bill will be assessed for any information received after August 4, 2017.

– When asked for additional information from our department, please respond timely in order for a timely turnaround for your tax return(s).

– If you have a retirement plan in place, remember that you need to fully fund your 2016 funding requirements before your 2016 tax return(s) can be filed with the IRS.

– Communicate with your CWA planner or our tax department if you will be out of town and you are expecting to receive your tax return(s) from us soon.  While most returns can be electronically filed, there are times when you may receive paper documentation from us.

For questions or concerns, please contact your CWA Planner or our Tax Department.

(Okay, now please resume your summer!)

 

 

Cain Watters is a Registered Investment Advisor.  Cain Watters only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.  Request Form ADV Part 2A for a complete description of Cain Watters investment advisory services. Diversification does not ensure a profit and may not protect against loss in declining markets.  Past performance is not an indicator of future results. 

LIKE THIS ARTICLE? HERE ARE OTHERS YOU MIGHT LIKE.

Meals & Entertainment Tax Deductions for 2025

April 4, 2025

FinCen BOI Reporting Updates

March 26, 2025

IRS Updates Contribution Limits for 2025

January 17, 2025

Year-End Tax Planning Considerations for 2024

October 21, 2024
GET THE LATEST NEWS AND INFORMATION IMPACTING YOUR PRACTICE.
Email will be used in accordance with our Privacy Policy

CATEGORIES

All
Categories
  • Accounting (8)
  • Accumulating Wealth Podcast (190)
  • Annual Meeting (14)
  • Digital News Feature (153)
  • Financial Planning (134)
  • Inside CWA (28)
  • Investing (51)
  • Knowledge & Know-How (78)
  • News (83)
  • PR/Marketing/Social Media (4)
  • Practice Management (92)
  • Practice Transition (3)
  • Seminars & Events (12)
  • Tax News (95)
  • Technology (5)
  • The 3to1 Foundation (12)
  • The Advisors' Shelf (11)
  • Videos (32)

TOP POSTS

Time Is Your Biggest Asset – Ep. 237

June 10, 2025

Four Ways to Increase Profitability in Your Practice

June 6, 2025

Investment Updates

June 5, 2025

Is Top-Line Growth Enough? – Ep. 236

June 3, 2025

Time Is Your Biggest Asset – Ep. 237

June 10, 2025

Four Ways to Increase Profitability in Your Practice

June 6, 2025

Investment Updates

June 5, 2025

Is Top-Line Growth Enough? – Ep. 236

June 3, 2025
CONNECT WITH US
  • About
    • History
    • Powering Potential
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • New Doctors
    • DSO Partners
  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
    • Investment Updates
    • Educational Videos
    • 3to1 Foundation
  • Blog
  • Contact
  • Careers
  • References
  • Privacy
  • Disclosures
  • Terms of Use
  • Events
Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco