Tax Extension Request

Tax Extension Request

Once this information is submitted, we’ll file your extension and send you an email confirmation.
Account ID
Enter your email address to validate authorization*

Personal Information

Single Filing Status
Taxpayer's First Name*
Last Name*
Address*
City*
State*
Zip*
Please enter the total amount of all W‑2 and 1099‑R withholdings below. Also include the total of all 2025 federal and state estimated tax payments.
Box 2 - W-2
Total - All W/H
Box 4 - 1099R
Total - All W/H
Total Federal
Estimated Pymts
Total State
Estimated Pymts

Personal Information

Married Filing Status
Taxpayer's First Name*
Last Name*
Spouse*
Last Name*
Address*
City*
State*
Zip*
Please enter the total amount of all W‑2 and 1099‑R withholdings below. Also include the total of all 2025 federal and state estimated tax payments.
Box 2 - W-2
Total - All W/H
Box 4 - 1099R
Total - All W/H
Total Federal
Estimated Pymts
Total State
Estimated Pymts

Required Documents

Extensions can not be filed without required documents.
READ ME:

Existing and New Clients: Please upload a copy of your 2025 W‑2 and 1099‑R forms.

New Clients: Please upload a copy of your 2024 tax return.
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Authorization
I understand that filing an extension does not extend the time to pay my taxes. If I have not made all federal or state estimated payments, or if I expect to owe a balance for 2025, I will make arrangements to ensure that an extension payment is submitted. If I am unable to make a payment—or if no payment is made—I acknowledge that I will be fully responsible for any interest and penalties assessed by the IRS or the state.
Print First and Last Name*
I authorize Clergy Financial Resources to file the 2025 Application for Extension
Confirm Email*
example@example.com
IMPORTANT: If this request is made after 12 PM (Central Time) on April 15th, you will need to manually file an extension by submitting a completed Form 4868 to the IRS.

Extension of Time to File - Form 4868:

IRS Form 4868 - Application for Automatic Extension of Time to File U.S. Individual Income Tax Return

https://www.irs.gov/forms-pubs/about-form-4868-application-for-automatic-extension-of-time-to-file-us-individual-income-tax-return

If you have any questions or require additional assistance, please contact our office at 763-425-8778.
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Personal Information