Seasonal notice · For extension filers
Filed an extension? October 15 is the real finish line.
Returns on extension are due
Thursday · October 15 · 2026
Documents to me by Thursday, September 25
Here’s the part the April rush tends to blur: an extension moved your paperwork, not your bill. Whatever tax you owed was still due back in April, and interest has been quietly adding to it since. Filing now doesn’t just clear the deadline — it stops the meter.
The other thing October does is crowd. Every year, half the extensions in town try to land in the same two weeks. Careful work needs room, so I hold to a simple cutoff: documents in my hands by September 25, and your return is done, reviewed with you line by line, and filed with time to spare. After that date I’ll still try — but I won’t promise, and I don’t file guesses.
What to gather
- Last year’s tax return, federal and state
- W-2s, 1099s, and any letters marked “important tax document”
- Mortgage interest and property tax statements, if you own
- For business owners: your year-end books, or the shoebox — I’ve seen worse
- A photo ID, and Social Security numbers for anyone on the return
- Your extension confirmation (Form 4868), if you have it handy
- Any estimated payments you made since April — amounts and dates
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