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George

Hunter’s 2017 tax returns are complete and ready to file. Would you like me to have copies sent to you electronically?

I can contact Kathleen but will not do so until you instruct me to.

Bill


From: Mesires, George R. [mailto:George.Mesires@FaegreBD.com]
Sent: Monday, February 18, 2019 10:16 PM
To: Robert Biden <rhbdc@icloud.com>; Bill Morgan <BMorgan@morganwingate.com>
Cc: hbiden@rosemontseneca.com
Subject: RE: Owasco, PC

Thanks, Hunter.

Bill,

First, are you able to call Kathleen and advise her that 2017 return has not yet been filed. Do you have Hunter’s 2017 year end information? Before you release that information, I want to get a sense of what you have and confer with Hunter about that.

Thank you.

George

George R. Mesires
Partner
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From: Robert Biden <rhbdc@icloud.com<mailto:rhbdc@icloud.com>>
Sent: Monday, February 18, 2019 9:12 PM
To: Bill Morgan <BMorgan@morganwingate.com<mailto:BMorgan@morganwingate.com>>
Cc: hbiden@rosemontseneca.com<mailto:hbiden@rosemontseneca.com>; Mesires, George R. <george.mesires@FaegreBD.com<mailto:george.mesires@FaegreBD.com>>
Subject: Re: Owasco, PC

Bill I authorize you to provide any information or documents that George Mesires my attorney request now and going forward. Thank you, Hunter


Robert H. BIDEN
[attachment 1.png]
Sent from my iPhone

On Jan 24, 2019, at 1:09 PM, Bill Morgan <BMorgan@morganwingate.com<mailto:BMorgan@morganwingate.com>> wrote:
Hunter

The 2018 tax return for Owasco, PC is due to be filed on April 15, 2019.

In the past, Eric has done the bookkeeping and sent it to us. As I understand it, he is no longer doing this. I also understand that Katie is not able to do it.

I don’t think that any bookkeeping has been done for 2018. If you want us to do it, please let me know. We have the bank statements and I can send you a list of the deposits that were made and the checks that were written. You can note what they were for and we will do the bookkeeping from that information.

Please let me know if you want us to do it so I can get it on the schedule.

Also, I still have your 2017 income tax returns which need to be filed. Please let me know where to send them. Once they are filed I can start to work with IRS to get a payment plan in place.

Bill

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William A. Morgan, Jr, CPA

Morgan | Wingate P.C.
7501 Wisconsin Avenue, Ste. 600E
Bethesda, MD 20814
Tel: 301-718-6100
Fax: 301-718-6111

www.morganwingate.com<http://www.morganwingate.com/>


Internal Revenue Service regulations generally provide that, for the purpose of avoiding federal tax penalties, a taxpayer may rely only on formal written advice meeting specific requirements. Any tax advice in this message does not meet those requirements. Accordingly, any such tax advice was not intended or written to be used, and it cannot be used, for the purpose of avoiding federal tax penalties that may be imposed on you or for the purpose of promoting, marketing or recommending to another party any tax-related matters.