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Tax Extension Help for Individuals and Businesses

If you filed an extension in the spring, the clock is now short. We prepare extended individual returns due October 15 and extended S-corp and partnership returns due September 15, take over from a previous preparer where needed, and request penalty relief where the facts support it.

Sept 15

Extended S-corp & partnership

Oct 15

Extended individual returns

Payment due

Original deadline still applies

Fixed-fee

Quoted before we start

Extended filing deadlines

An extension is six months for individuals and C-corporations, and six months for S-corps and partnerships from their earlier original deadline. That produces the following schedule for calendar-year filers.

Return Original deadline Extended deadline Extension form
Individual (1040) April 15 October 15 Federal Form 4868
S-corporation (1120-S) March 15 September 15 Federal Form 7004
Partnership / multi-member LLC (1065) March 15 September 15 Federal Form 7004
C-corporation (1120) April 15 October 15 Federal Form 7004

This season: extended S-corp and partnership returns are due September 15, 2026, and extended individual returns are due October 15, 2026. If you own an S-corp or partnership, your business return comes first, because your personal return cannot be completed until your K-1 exists.

An extension buys time to file, not time to pay

This is the part that costs people money. An extension moves your filing deadline and nothing else. Any tax you owed was still due on the original date, and interest accrues from that date regardless of the extension.

The penalty structure explains why filing on time matters so much even when you cannot pay:

The filing penalty is ten times the payment penalty. Filing a return you cannot fully pay is almost always cheaper than not filing, and a payment plan is usually available afterward. Late S-corp and partnership returns work differently again: they are penalized per owner per month, so a multi-owner company can accumulate a real bill even in a year with no taxable income.

When we file an extension, we estimate what you owe first and get that paid, which limits the interest and keeps the failure-to-pay penalty small.

How we handle an extended return

1. Establish what is actually missing

Usually a return is still open in September for one of three reasons: the books are not closed, a K-1 has not arrived, or nobody has chased the missing documents. We identify which it is on the first call so the remaining time goes to the real bottleneck.

2. Fix the underlying records

If self-employment or entity books need work before the return can be prepared, we quote that cleanup separately rather than burying the hours in the return fee.

3. File and address the penalties

We prepare and file the federal and California returns, then request first-time abatement or reasonable-cause relief where the circumstances support it, and set up a payment plan if one is needed.

If you never filed an extension

File anyway, and file soon. The failure-to-file penalty keeps accruing every month the return is outstanding, so the cost of waiting compounds. Coming forward voluntarily also puts you in a far stronger position to request relief than being contacted first by the IRS or the Franchise Tax Board.

We regularly bring clients current on several years at once, reconstruct the bookkeeping behind those years, and negotiate the penalties afterward. If the notices have already started arriving, that becomes an IRS notice resolution engagement alongside the filings.

Related services

Individual Tax Preparation

Form 1040 preparation and published per-return pricing, whether you are on extension or filing on time.

Business Tax Returns

1120-S, 1065, and 1120 filings with K-1s for owners, including the September extended deadline.

Pricing

Published fees for every return type, so you know the number before the deadline pressure starts.

Frequently Asked Questions

Extended individual returns are due October 15. Extended S-corp and partnership returns are due September 15, a month earlier, because owners need their K-1s before they can finish their personal returns. Extended C-corporation returns are due October 15.

No. This is the most common and most expensive misunderstanding about extensions. An extension moves your filing deadline only. Anything you owed was still due on the original date, and interest runs from that date. That is why we estimate what you owe and get it paid alongside the extension rather than waiting for the return to be finished.

The failure-to-file penalty is 5% of the unpaid tax for each month the return is late, capped at 25%, and it is ten times larger than the failure-to-pay penalty of 0.5% per month. That gap is the reason we tell clients to file on time even when they cannot pay in full. Late S-corp and partnership returns are penalized per owner per month instead.

File as soon as you can, because the failure-to-file penalty accrues monthly until you do. Filing voluntarily also puts you in a much better position to request relief than waiting for the IRS or FTB to contact you first. If this is your first late filing, first-time penalty abatement is often available.

California grants individuals an automatic filing extension without a separate form, but if you owe, you still need to pay by the original deadline using FTB Form 3519. Businesses use FTB Form 3539 for their payment. We handle both sides so the federal and state positions match.

Yes, and we do it every September and October. Send us last year's return and whatever your previous preparer produced this year. We will tell you honestly whether the remaining time is enough to file properly or whether the better plan is to file accurately and address any penalty afterward.

Deadline coming up? Let's talk today

Request a consultation and we will respond within one business day.

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