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 extensions filed after this date and time cannot be processed.

This form is for existing clients. If you are not currently a client, please use the New Client Form. Thank you.

Client Information:

*Last Name:

*First Name:

Middle Initial:

*Social Security Number:

*Occupation:

*Birth Date:

*Are you currently serving in the Armed Forces, or have you served within this past tax year?---YesNo

If yes, please list your Home of Record:

Spouse Information:

Last Name:

First Name:

Middle Initial:

Social Security Number:

Birth Date:

Is your spouse currently serving in the Armed Forces, or has your spouse served within this past tax year?---YesNo

If yes, please list your spouse's Home of Record:

Contact Information:

*E-Mail Address:

*Street Address:

Apartment/Suite/etc.:

*City:

*State:---N/A - No StateAL - AlabamaAK - AlaskaAZ - ArizonaAR - ArkansasCA - CaliforniaCO - ColoradoCT - ConnecticutDE - DelawareFL - FloridaGA - GeorgiaHI - HawaiiID - IdahoIL - IllinoisIN - IndianaIA - IowaKS - KansasKY - KentuckyLA - LouisianaME - MaineMD - MarylandMA - MassachusettsMI - MichiganMN - MinnesotaMS - MississippiMO - MissouriMT - MontanaNE - NebraskaNV - NevadaNH - New HampshireNJ - New JerseyNM - New MexicoNY - New YorkNC - North CarolinaND - North DakotaOH - OhioOK - OklahomaOR - OregonPA - PennsylvaniaRI - Rhode IslandSC - South CarolinaSD - South DakotaTN - TennesseeTX - TexasUT - UtahVT - VermontVA - VirginiaWA - WashingtonWV - West VirginiaWI - WisconsinWY - WyomingDistrict of ColumbiaPuerto RicoGuamAmerican SamoaU.S. Virgin IslandsNorthern Mariana Islands

*ZIP Code:

*Client's Home Phone:

Client's Work Phone:

Client's Cell Phone:

Spouse's Work Phone:

Spouse's Cell Phone:

What is the best way to reach you?Home PhoneClient's Cell PhoneClient's Work PhoneSpouse's Cell PhoneSpouse's Work PhoneE-MailPostal Mail

Tax Related Questions:

#1*: Number of dependants (not including spouse):

#2*: Are you currently a Tax Professional client (or former client)?---YesNo

#3*: Did you move last year?---YesNo

#4*: Did you owe taxes last year?---YesNo

#5*: Do you expect to owe taxes this year?---YesNo

#6*: Do you own any rental property?---YesNo

#7*: Do you have any K1's (partnership, estate, or 1120's)?---YesNo

#8*: Do you have any investment income?---YesNo

#9*: Did you buy or sell a house?---YesNo

#10*: Do you pay for any child care?---YesNo

#11: If yes, what is in Form W-2, box #10?

#12: If you made estimated federal payments, please list the amount:

#13: If you made estimated state payments, please list the amount:

W-2 Forms:

1099R Forms:

Social Security: 1099-SSA Form

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

Please provide any additional information or comments: