Posted Friday, March 15, 2024

Please click on the buttons below and complete the following form to provide authorization for us to extend your business and individual tax returns.

Be aware! An extension is an extension to file, and not to pay. Therefore, if you have a tax liability, it is still due on April 15 for individuals and C corporations, and March 15 for partnerships and S corporations (usually state taxes). We can assist with estimated business tax payments if necessary. For 1040 payments, please see below.

All extended business, individual and trust / estate tax returns will be prepared in August or September provided we have everything we need from you. If you need them prepared sooner, please contact us. May, June and July are reserved for 2024 tax planning.

Our turnaround time increases to 12-15 days during the off-season to accommodate for mental breaks and vacations. So! If you are extending your pass-thru entity such as a partnership (Form 1065) or an S corporation (Form 1120S), or your trust or estate tax return (Form 1041) then you will also need to extend your individual tax returns (Form 1040). Recall that a pass-thru entity tax return and a trust / estate tax return creates a K-1 which must be reported on all recipients’ individual tax returns. Therefore pass-thru entity and trust / estate tax returns must be prepared and filed first.

If you select business tax return extension below, you have the option to combo it up and extend your 1040 tax return as well. One form. Two tax returns. Yay!

The button below provides instructions for calculating an extension tax payment to minimize penalties and interest for underpayment.