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 18th.

    Requests for extensions must be filed no later than 5PM (EST) on April 18th. Any extension requests filed after this date and time cannot be processed.

    We cannot process extensions without W-2 or 1099 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

    Other Income: 1099-MISC Form

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

    Sole Proprietor/Independent Contractor/Self-Employment:1099-NEC

    Taxpayer or
    Spouse:
    1099-NEC
    Box 1
    Business Income
    1099-NEC
    Box 4
    Federal Tax Witheld
    1099-NEC
    Box 5
    State Tax Witheld
    1099-NEC
    Box 7
    State Income

    Please provide any additional information or comments: