Request an Extension

    Request an Extension

    Please fill out this form below to apply for an extension.

    Please note, an extension gives you additional time to file your taxes. Owed taxes are still due on April 15th.

    Requests for extensions must be filed no later than 5PM (EST) on April 15th. Any extension requests filed after this date and time cannot be processed.

    We cannot process extensions without W-2 or 1009 Form information! Please be as detailed as possible!

    This form is for returning clients. If you are not currently a client, please fill out the New Client Form first. Thank you.

    * - Indicates a required field.

    Client Information:

    Spouse Information:


    Contact Information:




    Tax Related Questions:


    W-2 Forms:

    Taxpayer or
    Spouse:
    W-2
    Box 1
    W-2
    Box 2
    W-2
    Box 15
    W-2
    Box 17

    1099R Forms:

    Taxpayer or
    Spouse:
    1099R
    Box 2
    1099R
    Box 4
    1099R
    Box 7
    1099R
    Box 10
    1099R
    Box 11
    State:

    Social Security: 1099-SSA Form

    Taxpayer or
    Spouse:
    1099SSA
    Box 5
    1099SSA
    Box 6

    Self-Employment/Other/Miscellaneous: 1099-MISC Form

    Taxpayer or
    Spouse:
    1099-MISC
    Box 7
    Business Income
    1099-MISC
    Box 4
    1099-MISC
    Box 17
    1099-MISC
    Box 16

    Please provide any additional information or comments: