Tax preparation & planning

Tax Filing Extensions

If your records are not ready, plan your next steps before the filing deadline. We help with extension requests and review the information available to estimate a potential payment.

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Who this helps

Individuals and businesses that need additional time to complete an income tax return.

How we can help

Review the applicable return and extension request
Prepare individual or business extension forms as appropriate
Consider applicable state extension requirements
Review available information for payment estimates and follow-up preparation

An extension generally gives additional time to file, not additional time to pay. We can help review payment needs based on the information available.

IRS reference ↗

Let’s discuss your next step.

Request an appointment or call (602) 249-9160 to discuss your needs, service scope, and availability.