LAST CALL: Submit Tax Docs by April 8 to Avoid Extension & Fee

If you’ve already filed your 2024 taxes with us, we thank you! 

If you still need to file, please upload all required documents to our secure server by midnight on April 8th to meet the April 15th tax deadline.

Documents received after April 8 will be automatically placed on extension to prevent late filing penalties. The extension fee is $50, in addition to your tax preparation fee.

Last minute extension requests (April 14th & 15th) will be a $100 fee.

This policy allows us to maintain the quality and care you expect while also prioritizing the well-being of Joe, Rich, and our team. We will complete extended returns as soon as possible, potentially even before April 15, provided your documents are in good order.

Important Notes:

• Timely completion depends on receiving a complete and accurate submission. If documents are incomplete or requests for missing information are not addressed, we reserve the right to place your return on extension.
• If you choose to file an extension yourself for free online, please notify us when submitting your documents so we don’t charge the extension fee.
• For questions about filing an extension, please visit our FAQ page.