Extension Form

Please read our latest letter of instructions on filing extension Form 4868 effective March 27, 2024 here


Because we have so many clients who require extension forms, we decided to dedicate a separate page of our website for this topic. Avail yourself of our

On March 22, 2024, we emailed all our clients to inform them of 1) Jeff’s new Administrative Assistant, none other than his own son, Mitchell, 2) our ever-enhancing digital processes for transmitting tax information back and forth, as well as preparing and delivering your tax return via our secure client portal, and 3) our deadline of April 1, 2024 to submit 2023 tax data in order for us to prepare your extension Form 4868 for you. But have no fear, we have provided an easy way for you to get the Form 4868 and follow our simple, 3-line instructions at the links on this page to be able to file it yourself.

Remember you can always file (by the filing deadline) for an extension using Form 4868 and then we can prepare your tax return when we have completed all the ones in line ahead of you. Also, if you live in a state that has a state income tax, be forewarned that you need to know what your state’s (extension) filing requirements and deadline are and satisfy them on your own.

Simply print off our letter of instructions on filing extension Form 4868 above and go to Form 4868 to download and fill out Form 4868. Print off all pages of Form 4868, but especially pages 1 and 4. Then follow our simple, 3-line instructions to complete the form yourself and mail it to the correct IRS address for your state shown on page 4 of Form 4868. Be sure to notice that one column of addresses is for taxpayers who ARE making a payment with their Form 4868 and the other column of addresses is for taxpayers who do not owe additional tax and ARE NOT making a payment. This extends your federal filing deadline until October 15th. However, it DOES NOT EXTEND THE DATE TO PAY ANY TAX OWED. TAX PAYMENTS ARE DUE BY APRIL 15, 2023, AND PENALTIES AND INTEREST WILL BE ASSESSED AS OF THAT DATE. Also, you are responsible for knowing and satisfying your state’s tax filing deadline requirements.  BE AWARE THAT WE CANNOT PREPARE YOUR EXTENSION FORM FOR YOU, BECAUSE 1) WE DON’T HAVE YOUR TAX DATA AND 2) WE ARE FOCUSED ON ASSISTING OVER 125 OTHER CLIENTS WHO HAVE SUBMITTED THEIR TAX DATA TO US.

As another option, you may go to the IRS’s website for information on how to file your extension through them, as well as watch videos on how to pay your taxes. Finally, our tax software provider has a convenient link to pay your tax through a variety of methods. For your convenience, click on this link http://www.1040paytax.com/.