Information we want to see
An extension only extends the time to file, not the time to pay
(The government is not offering interest-free loans)
In order to file your extension I will need enough information to determine if you need to pay with your extension. If you anticipate getting refunds I will be able to file the extension with no further attention from you. If you suspect you owe money I will need the basic information I need to prepare your return.
If you can’t pay all you owe let me know how much you can pay. If you are paying I will need:
Name of bank
type of account
name on account
Routing #
account #
how much money I'm authorized to use to pay your taxes