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Please fill in the form associated with your request below. Thank you.

Portal Set-up

Extension Requests

INDIVIDUAL EXTENSIONS DUE OCTOBER 17, 2022

BUSINESS EXTENSIONS DUE SEPTEMBER 15, 2022

IMPORTANT: You must be a prior-year client to file an extension through us. 

We now have an even more secured way to send and receive your paperwork! After we receive your request below, we will send a link to create your won password to access your documents, client copies and signature pages.

Portal Set-Up Request &
Individual Extension Request

(1040's, C Corporations, Sole Proprietorships, Trusts, Estates)

Which Are You Requesting Today?

Thank you. Our office manager will be in touch with you shortly.

Business Extension Request

(Partnerships & S Corporations) 

Thank you. Our office manager will be in touch with you shortly.

IMPORTANT:

*You MUST have filed your 2020 return with us in order to receive a 2021 organizer!

New Clients

When you are a new client, you will be sent a blank tax organizer to assist you in preparing for your upcoming return. This will ensure that nothing is missed and that all documentation is accounted for prior to us working on your taxes, and therefore allowing us to work more efficiently and accurately. You may request that this be mailed through USPS snail mail, or you can request that it be emailed to you.

Current Clients

When you are a current client, you will automatically be send an organizer each year in the same way that you requested in previous years. You will receive a tax organizer that has the prior year's tax information, as well as a blank column for the current tax year. This will allow you to gather information in an organized fashion but also see the comparison from the previous year.

Tax Organizer Request

Which Are You Requesting Today?

Thank you. Our office manager has received your request. We will be in touch if we need any additional information. 

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Download These Forms, fill them out and upload them through your CLIENT PORTAL