Broker Check

TAX EXTENSION FORM

TAX EXTENSION REQUEST INSTRUCTIONS: 

Attached is the form to request your Tax Extension.You can print this page by clicking the link below. PLEASE FAX, Email or Mail THE FOLLOWING TO US BY *MARCH 2:

 

- Request for Tax Extension form, COMPLETED

- Copies of W-2’s or 1099-R’s or K-1s*

- A list of any Estimated Tax Payments you made (Dates & Amounts)

- 1095 forms re Health Care Coverage

- SELF-EMPLOYED – Provide Gross Income Amount & Total Expenses

- STOCK SALES – You Must Provide Basis for Gain/Loss

- STOCK OPTIONS – You Must Provide a Confirmation of Exercise for the Sale/Exercise from the Brokerage Firm.

   *K-1 recipients please keep us updated on expected date of receipt

 

INFORMATION ABOUT EXTENSIONS:

The Federal extension gives you until October 15, to file your tax return, and the California extension also gives you until October 15.  Filing an extension does not give you additional time to pay the tax you owe, but instead gives you additional time to file the tax return.  For an Extension to be valid, at least 90% of the tax owed must be paid in by April 15.

 

IF YOU THINK YOU OWE MONEY & WANT TO FILE A TAX EXTENSION CONTACT US SO WE CAN SEND YOU YOUR ORGANIZER TO COMPLETE  AND SEND IT TO OUR OFFICE BY MARCH 2 - WE NEED ALL OF YOUR TAX INFORMATION

TO DETERMINE HOW MUCH MONEY YOU OWE.

 

Standard extension preparation, with Ø tax due, is prepared at no additional charge.

 

Extension preparation for clients possibly owing takes additional time.  This time cost will be added to your normal tax preparation fee (average charge for owing calculations is ½ hour).  If you received a Code V Option Sale on your W2, a 1099A, 1099C, or Foreclosure, you will need a 1 hour phone appt. before April 15 to calculate what you will owe, and will need to pay with the Extension.  Call Now to Schedule.

 

The Appt. books are ready now.  Call to schedule your tax appointment.  Please call 805-583-2720

 

 

*Requests received in April will not receive calculations but an Extension will be filed.

PRINT EXTENSION FORM