Terms of Service

Tax Return Extensions

Tax return extensions are subject to a nonrefundable fee. Payment of this fee does not apply toward the final tax preparation or filing fee. The extension fee is strictly nonrefundable. Once paid, the client acknowledges and agrees to these terms regardless of any subsequent changes or decisions about tax preparation services. The purchase of an extension does not constitute an appointment. Clients seeking an extension for their tax return are required to schedule an appointment, either in person or via email. To proceed with the completion of the tax return, clients must use the link provided to select their preferred appointment type. By paying the extension fee, the client acknowledges that:

The fee is nonrefundable.
The extension does not guarantee or include tax preparation services.
An appointment must be scheduled in advance for processing.

Pursuant to Section 6081(a) of the Internal Revenue Code, a Federal Individual Income Tax Extension (Form 4868) is a written request for an automatic extension of time to file a personal income tax return (Form 1040) until October 15th of the applicable taxable year. This extension does not grant an additional period for payment of any outstanding tax balances.

By filing Form 4868, you will avoid the failure to file penalty, as provided in Section 6651(a)(1) of the Internal Revenue Code. However, you may still be liable for interest on any unpaid taxes, as specified in Section 6601 of the Internal Revenue Code. It is important to note that this extension does not relieve you of the obligation to pay any taxes due by the original filing deadline. If you are due a refund, no penalties will apply, as provided in Section 6404 of the Internal Revenue Code. California taxpayers are automatically granted an extension; however, taxpayers residing in other states should contact our office for guidance on obtaining an extension. Please be advised that incomplete or missing information on Form 4868 will not be accepted for processing. A valid phone number is required to be included with the submission of this form. By filing Form 4868, you acknowledge that you are exercising your reasonable cause exception to the failure to file penalty and are providing accurate and complete information to facilitate processing of your request.