Extension Forms

If you need additional time to file just click on the appropriate extension form below and file it by mail.  You must keep in mind that extending your time to file should NOT replace your need to get information to me early on.  The additional time should be used to run down details that might not have been available at the regular due date, so the filing can be done in an orderly way.  The additional time is NOT meant to be used as a period just to delay the inevitable.  Additionally you should have made estimated payments during the year in order to avoid interest accruals, late payment and under payment of estimated tax penalties that will NOT be avoided by extending.  Most of the current forms for 2022 will not be available until the second week of January.  You will know they are current if you see 2022 next to the form name

                       Business Extensions Federal

• 2023 Extension Form for 1120, 1120-S, 1065 and 1041
• 7004 Extension 2023
• 7004 Instructions

                       Business Extensions California

• 2023 Extension Form for CA returns 100, 100S, 199 & 109 (2023 version not available yet)
• CA 3539 Extension Form – 2021 (2022 form not available yet)
• Instructions are included with the form

                       Non Profit Extensions

• 2022 Extension Form for Exempt & Non-Profit firms (all 990 returns)
• 8868 Extensions for Exempt Entities – 2023
• Instructions are included with the form

                       1040 – CA 540 Personal Return Extensions

• 4868 Extension 2023 for 1040 Returns
• Instructions are included with the form
• CA FTB 3519 Extension Form 
• Instructions are included with the form