Book an Appointment

Since appointments are full before April 15:  We will still make every effort to complete your tax return before the April 15th deadline.

1. Click the button below and fill out the form to request an extension.

2. Then choose one of the following:

   • Schedule an appointment

   • Drop off your documents (any day 9am-9pm)

   • Upload through the client portal

What Is a Tax Extension?

Filing an extension means we are requesting more time from the Internal Revenue Service (IRS) to file your tax return. An extension moves the filing deadline from April 15 to October 15.

Important: An extension is an extension to file, not an extension to pay.

How This Affects You

If you usually get a refund:
There is no penalty for filing an extension. You will simply receive your refund later when your return is completed.

If you usually owe taxes:
You should make an estimated payment with your extension to avoid interest and possible penalties (we can arrange this or you can do so yourself at www.IRS.gov. You can estimate based on what you owed last year, plus 10%. If you overpay, you will get the rest back as a refund when you file.

Interest accrues on unpaid balances after April 15 at approximately 1% per month.

Learn more about the portal option here