Extension Request

Extension Request Form
Extension Request Form*
Tax Year
Client*

Existing ClientNew ClientReturning Client (Select this if you have been with us in the past but not last year)
Taxpayer*

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Date of Birth*

MonthDayYear
Date
SSN *
Address *

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Last 5 digits of your SSN*
Did your filing address change?*

YesNo
New Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Filing Status*

SingleMarried Filing JointlyMarried Filing SeparatelyHead of Household
Filing Status*

SingleMarried Filing JointlyMarried Filing SeparatelyHead of Household
Spouse*

First NameLast Name
SSN*
Date of Birth*

MonthDayYear
Date
Spouse*

First NameLast Name
Last 5 digits of SSN*
An extension extends the time to file (October 15), it does not extend the time to pay.*

Acknowledge
Late payments of taxes owed will incur penalties and interest and will be determined by the IRS or your state after your return is processed by them. If you anticipate owing taxes, consider including a payment of estimated taxes owed with your extension.*

Acknowledge
AN EXTENSION DOES NOT ELIMINATE LATE PAYMENT PENALTIES & INTEREST.*

Acknowledge
If you owe state or federal taxes, do you want to include tax payment(s) with your extension?*

YesNo
Amount of IRS Taxes Payment (We will contact you to request form of pay)*
Amount of State Taxes Payment (We will contact you to request form of pay)*
Upload your W-2 forms to Client Xchange, our secure portal. Send Us a Message from our website if you do not have a portal account or have forgotten your username.

You are welcome to send any other tax documents you may have, but all W-2 forms are required.
Initials*
Should be Empty:

Extension Request Form