Fwd: Happy New Year from Fliplynk
Andrew Devlin
From: Steven Feldbauer <SFeld...@mcclintockcpa.com>
Date: Mon, Jan 20, 2014 at 1:44 PM
Subject: RE: Happy New Year from Fliplynk
To: Andrew Devlin <and...@fliplynk.com>
Cc: Chris Dingman <CDin...@mcclintockcpa.com>
Andrew,
Thanks – Hope you had a good weekend.
I did receive the expense/accounting detail you provided --- Chris Dingman, a Tax Manager, in our department will be helping with your account --- he will likely have Traci Rutter reach out with any questions on the accounting detail provided as well.
I did have a draft Engagement Letter, however upon reviewing, I realized that the admin used the general fee language in the letter. We had discussed various fixed fees. If you would prefer an updated engagement letter with fixed fee/ranges, I would be happy to update; alternatively, if you think the attached engagement letter is sufficient with agreement to be made when doing work, then let me know and I will mail the hardcopies of the attached. I am fine either way and would be happy to update with fixed fees/ranges if you would like.
Thanks!
Steve
Steven T. Feldbauer, JD
Director of Tax
McClintock & Associates, P.C.
1370 Washington Pike
Bridgeville, PA 15017
PH: 412-257-5980
FAX: 412-257-2549
The information contained in this message is privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer.
IRS regulations require us to advise you that, unless otherwise specifically noted, any federal tax advice in this communication including any attachments, enclosures, or other accompanying materials was not intended or written to be used, and it cannot be used, by any taxpayer for the purpose of avoiding penalties; furthermore, this communication was not intended or written to support the promotion or marketing of any of the transactions or matters it addresses.
From: andrewd...@gmail.com [mailto:andrewd...@gmail.com] On Behalf Of Andrew Devlin
Sent: Monday, January 20, 2014 1:35 PM
To: Steven Feldbauer
Subject: Re: Happy New Year from Fliplynk
Hey Steve,
We were wondering when our new client engagement documentation would be prepared as the team is working out business decisions which hinge on our ability to work with our accountant.
We have several issues which need to be addressed from an accounting perspective in the very near future including equity dilution for investors, PA registration, end of year taxes, etc.
Please let me know when we can expect our engagement letter, so we can continue planning for our future successes.
Talk to you soon,
Andrew
On Mon, Jan 13, 2014 at 3:39 PM, Andrew Devlin <andrewd...@gmail.com> wrote:
Hey Steve,
Attached is our journal entries for deposits and disbursements for Fliplynk.
-Andrew
On Mon, Jan 13, 2014 at 1:41 PM, Steven Feldbauer <SFeld...@mcclintockcpa.com> wrote:
Andrew,
Got it! I was able to download - thanks! (Hence, why I got the “frowny” face from Google … saddened by what an idiot I was! Haha.)
Thanks for the EIN as well.
I think we are good and be back in touch soon-
Steve
Steven T. Feldbauer, JD
Director of Tax
McClintock & Associates, P.C.
1370 Washington Pike
Bridgeville, PA 15017
PH: 412-257-5980
FAX: 412-257-2549
The information contained in this message is privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer.
IRS regulations require us to advise you that, unless otherwise specifically noted, any federal tax advice in this communication including any attachments, enclosures, or other accompanying materials was not intended or written to be used, and it cannot be used, by any taxpayer for the purpose of avoiding penalties; furthermore, this communication was not intended or written to support the promotion or marketing of any of the transactions or matters it addresses.
From: Andrew Devlin [mailto:andrewd...@gmail.com]
Sent: Monday, January 13, 2014 2:03 PM
To: Steven Feldbauer
Subject: Re: Happy New Year from Fliplynk
Steve,
Did you click download in the bottom right hand corner when you previewed the docs? This should allow you to view the docs in their entirety, only the first page will be visible if you are in "preview" mode.
If this doesn't work I can send you a zip file with all of the docs. As for the EIN, it should be in the docs but our EIN is 46-3149191
Talk to you soon,
Andrew
On Mon, Jan 13, 2014 at 11:50 AM, Steven Feldbauer <SFeld...@mcclintockcpa.com> wrote:
Andrew,
Thanks – I was able to view the first page of each item, but it would not download any other pages and gave me a frowny face L.
That was enough to get the new client form set up and engagement letter started.
My first question – I did not see anything related to applying for a federal tax id number (“EIN”) with the IRS. If you could confirm not done yet, we would be happy to take care of for you as it does not take long.
On the documents, I would ask that you either send copies via mail or PDF and resend via email. For some reason, the Google Share is not working.
Chris will be reaching out to you separately (or James) for the Quickbooks/accounting for 2013 and other tax items we will need to get started.
Thanks-
Steve
Steven T. Feldbauer, JD
Director of Tax
McClintock & Associates, P.C.
1370 Washington Pike
Bridgeville, PA 15017
PH: 412-257-5980
FAX: 412-257-2549
The information contained in this message is privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer.
IRS regulations require us to advise you that, unless otherwise specifically noted, any federal tax advice in this communication including any attachments, enclosures, or other accompanying materials was not intended or written to be used, and it cannot be used, by any taxpayer for the purpose of avoiding penalties; furthermore, this communication was not intended or written to support the promotion or marketing of any of the transactions or matters it addresses.
From: Andrew Devlin [mailto:andrewd...@gmail.com]
Sent: Friday, January 10, 2014 2:13 PM
To: Steven Feldbauer
Subject: Re: Happy New Year from Fliplynk
Hey Steve,
All of the information you requested can be found at the link below, please let me know if anything is missing that you require. Have a great weekend and I'll talk to you soon.
Thanks,
Andrew
On Thu, Jan 9, 2014 at 6:03 PM, Steven Feldbauer <SFeld...@mcclintockcpa.com> wrote:
Andrew,
As I was putting together our new client form and engagement letter, I realized I did not have any organizational information regarding how the entity was set up to complete my forms.
Could you please provide me with the following, which I will need anyhow to send you a more detailed plan of action and information request list:
(1) Articles of Organization (what type of entity are you set up as? --- LLC, C-Corp, etc.) --- these would have been filed with the PA Secretary of State, if any were filed.
(2) Any Bylaws or other corporate governance documents prepared for you
(3) Any tax registrations (EIN number request forms, PA-100 registration, etc.) --- some of these were not done and we will help with those, but I believe you should have an EIN number from the IRS?
(4) Any other written agreements in place between the founders/employees, etc.
Thanks!
Steve
Steven T. Feldbauer, JD
Director of Tax
McClintock & Associates, P.C.
1370 Washington Pike
Bridgeville, PA 15017
PH: 412-257-5980
FAX: 412-257-2549
The information contained in this message is privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer.
IRS regulations require us to advise you that, unless otherwise specifically noted, any federal tax advice in this communication including any attachments, enclosures, or other accompanying materials was not intended or written to be used, and it cannot be used, by any taxpayer for the purpose of avoiding penalties; furthermore, this communication was not intended or written to support the promotion or marketing of any of the transactions or matters it addresses.
From: Andrew Devlin [mailto:andrewd...@gmail.com]
Sent: Thursday, January 02, 2014 4:57 PM
To: Steven Feldbauer
Cc: vis...@fliplynk.com; kar...@fliplynk.com; James Marasti; Chris Dingman
Subject: Re: Happy New Year from Fliplynk
Steve,
Sounds like a plan, looking forward to hearing from you next week.
-Andrew
On Thu, Jan 2, 2014 at 4:41 PM, Steven Feldbauer <SFeld...@mcclintockcpa.com> wrote:
Andrew,
Happy New Year to you and the team as well!!
Sounds like 2013 finished up well and 2014 is bright! And congrats, Kartik, on the wedding, etc as well!!! Welcome to married life – haha!!
That is excellent news --- I look forward to teaming with you guys on your venture!
I will put together an engagement letter to set you up as a new client and be in touch to talk about next steps to finalize accounting and timing of tax returns as well as any registration/other issues. I will be have Chris Dingman, a Tax Supervisor, work with me on your account.
Thanks and be in touch next week.
Steve
Steven T. Feldbauer, JD
Director of Tax
McClintock & Associates, P.C.
1370 Washington Pike
Bridgeville, PA 15017
PH: 412-257-5980
FAX: 412-257-2549
The information contained in this message is privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer.
IRS regulations require us to advise you that, unless otherwise specifically noted, any federal tax advice in this communication including any attachments, enclosures, or other accompanying materials was not intended or written to be used, and it cannot be used, by any taxpayer for the purpose of avoiding penalties; furthermore, this communication was not intended or written to support the promotion or marketing of any of the transactions or matters it addresses.
From: andrewd...@gmail.com [mailto:andrewd...@gmail.com] On Behalf Of Andrew Devlin
Sent: Thursday, January 02, 2014 1:58 PM
To: Steven Feldbauer
Cc: vis...@fliplynk.com; kar...@fliplynk.com; James Marasti
Subject: Happy New Year from Fliplynk
Hello Steven,
I hope you had an enjoyable and relaxing Holiday season with your friends and family.
After meeting with you, our team would like to retain your services for Fliplynk, we have made significant progress since out last meeting, including:
- Kartik was married on December 7th, the wedding was an event Gatsby would envy.
- Andrew made it through India without contracting Malaria, Elephantiasis, Sunburn, etc.
- Fliplynk was accepted to AlphaLab, and will start January 7th, 2014
- Our product is live, and we have received donated devices through our API
- We are implementing our API on multiple other regional charity websites
Please let us know at your convenience, the next steps our team needs to take in order to begin working with you and your firm. Thanks again for your help to this point, and I look forward to working with you in the future.
Regards,
Andrew Devlin
Team Fliplynk