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Important information for those that filed a tax extension

  • by CWA
  • •    June 7, 2017
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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. 

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