The IRS will begin processing 2017 returns January 29, 2018!
NEW CLIENTS need an appointment before April. (See “Extension”, below, and “What to Bring“.)
Get your Tax Organizer now.
- Annual tax return preparation & filing
- Audit assistance for any IRS or State tax inquiry on your returns that we prepared
- Annual personalized tax plan generated from your tax return
CPA – Certified Public Accountant
CFP® – Certified Financial Planner™
EA – Enrolled Agent
EXTENSION: Need Extra Time to Complete Your Tax Return? File for an Extension –
THEN, do the following, and then come to us after April 16th with your STUFF!
PA accepts the federal extension.
Both IRS and PA ask that you pay what you think you owe.
If you think about it, that’s a “Catch-22 situation”.
Since the necessary data is not yet available, a lot of taxpayers make that amount come out to zero, OR use the prior year information, and then pay the consequences of penalty and interest later.
FOR PRESENT CLIENTS WHO NEED AN EXTENSION OF TIME – WE WILL FILE THE IRS EXTENSION FOR YOU… JUST LET US KNOW IN ADVANCE OF THE DUE DATE.
File IRS extension request form 4868, (and pay), here.
File PA extension request form 276 here.
… and pay for PA here.
There are no penalties if you’re due a refund before your extension request.
General Advice Warning
The information provided on this website is general in nature only, and does not constitute personal financial or tax advice. It may not apply to your particular circumstances, and it should not be relied upon. Consultation with a personal or financial tax advisor is recommended before acting upon this info. The information has been prepared without taking into account your personal objectives, financial situation or needs. Before acting on any information on this website you should consider the appropriateness of the information having regard to your objectives, financial situation and needs. Steve Clott can help you with this.
All statements made on this website are made in good faith and we believe they are accurate and reliable. Steve Clott, or his employees or representatives do not give any warranty as to the accuracy, reliability or completeness of information that is contained in this website, except in so far as any liability under statute cannot be excluded. Steve Clott, his employees and/or representatives do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.
Unless otherwise specified, copyright of information provided on this website is owned by Steve Clott. You may not alter or modify this information in any way, including the removal of this copyright notice.