In order to allow adequate time to prepare your tax return, we need your tax return information in our office before April 4th. This is to make sure that your return is not hurried or rushed leading up to the deadline. For returns received on or after April 4th, an extension will probably be necessary.
If you are unable to have your tax documents together and to our office before April 4th, we are happy to file an extension to file your tax return. Please note that we do not automatically file extensions if we don’t hear from you. You will need to contact our office if you need for us to file an extension for you. Also, please be aware that an extension is an extension to file your tax return NOT an extension of time to pay any balance of tax that you may owe. If you feel you may owe tax, you need to be prepared to make a tax payment when filing the extension..
For your convenience, we would be happy to email, fax, or mail you a copy of a tax organizer. You can also go to our website and complete the online organizer or download the .pdf copy.
As we strive to serve you better and make this the best year ever, we invite you to contact us at your earliest convenience to set an appointment. Also, should you have any questions or need directions to our office, please do not hesitate to call us.
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