Don’t forget! Louis T. Roth & Co. is once again offering an incentive to encourage you to bring us your tax information early. This year, all clients who bring us their tax documentation by February 28th will be entered to win an Apple iWatch!
In order for us to complete your tax returns by the deadline, it is essential that we receive your documentation as early as possible. There is no need to wait until you have 100% of your information before bringing it to us. Send us as much as you can now, and bring us the rest when you get it.
I Want to Win the iWatch! What Should I Do?
To be eligible to win, you must bring us your tax information, along with the completed 5-page questionnaire found in your tax organizer and a signed engagement letter, before February 28, 2017. The five-page questionnaire is extremely important and must be completed to alert us if you have had changes in your tax or financial life over the past year. You may email, mail, or stop by our office to deliver your information.
So gather your receipts and stuff those shoeboxes! You have just 20 days left to get your documents to us in order to have a chance at the iWatch!
Please do not hesitate to contact us with any questions you may have.