Extension Information

Extension Request Process

**The extension form is for those clients who have appointments scheduled after the tax deadline day, or who still need to schedule an appointment. If you have already come in for your tax appointment, or have an appointment scheduled before April 15th then you do not need to file an extension.**

An email will be sent to all current clients with our office Extension Request Form and Instructions in mid to late January. The form can also be found on your portal in the Public Folder.

Please fill out the form completely, and then send it back to our office either by fax, upload to your secure portal, or drop off at our office.

To minimize wait times if dropping off your extension, or if you need help filling out your extension request form, please call ahead to schedule a time with Joanne.

Our office will start E-filing Extensions in February.  

DO NOT EMAIL YOUR EXTENSION REQUEST FORM!!!

If you do not have a portal with us please call our office 832-680-2829 and we can set that up for you right away, or you can use our Guest Exchange Portal.

We live, work and play in the great state of Texas which has no state income tax, but you may not.  Please notify us if you think you have a state income tax filing requirement in another state, OR if you are required to file a Texas Franchise Tax Return for a corporation or LLC.  Be sure to also check the appropriate box on the extension form.

Once we have received your extension request form we will notify you via email when your extension has been e-filed with the IRS.

EXTENSION REQUEST FORMS NEED TO BE RECEIVED 
BY OUR OFFICE NO LATER THAN
5PM ON APRIL 10TH TO BE E-FILED.

IF AN EXTENSION REQUEST FORM IS NOT RECEIVED BY OUR OFFICE BY THE DEADLINE DATE AND TIME AS LISTED ABOVE,OR WE ARE STILL MISSING INFORMATION ON YOUR FORM, AN EXTENSION WILL NOT BE FILED ON YOUR BEHALF.

Please call or email our office if you have any additional questions that the attached instructions and FAQ did not cover, or if you plan to drop off the extension form at the office.  

DO NOT LEAVE ANY DOCUMENTS WITH THE FRONT DESK STAFF.