Haven’t dropped off your documents yet? There’s still time, but returns received after April 1st may be filed with an extension. Here’s exactly what that means for you and what, if anything, you need to do.
What’s happening: Any tax drop-offs we receive April 1 or later may be filed with an IRS extension. Your return may be completed after April 15 — but you don’t have to do anything to request the extension. We handle that for you.
An extension gives you more time to file, but not more time to pay. If you expect to owe taxes this year, you may want to send a payment by April 15 to avoid potential penalties and interest.
If you expect a refund, you most likely don’t need to send anything.
A simple and reliable method: take what you owed on last year’s return and multiply by 110%. This is sometimes called the “safe harbor” amount — paying this helps you avoid underpayment penalties regardless of what you end up owing.
You can pay more or less — this is just a starting point. The right amount depends on your situation.
Just contact us with the amount — we’ll take care of preparing the voucher for you.
Yes. An extension simply moves your filing deadline. We will complete your return as soon as your documents are processed, you’ll hear from us once it’s ready.
Not if you owe nothing or send a payment now. Filing on extension is very common and does not trigger an audit or flag your account.
If you’re expecting money back, you don’t need to send any payment. Your refund will be issued once we file your completed return.
No. We file the extension on your behalf. There’s nothing for you to sign or submit.
We’ve already sent you your Personalized Client Organizer through an encrypted email. Think of it as your “nothing gets missed” checklist—built from last year’s return (W-2s, 1099s, K-1s, mortgage interest, and more).
Investment Clients: If you have accounts with us at Schwab Institutional, we’ll pull the necessary investment tax forms for you—one less thing on your plate.
2025 Tax Return – Personal Information Summary
2025 Tax Return – Refund & Payment Preferences
Before you book your drop-off appointment, please make sure you have all of your tax documents gathered and ready—this helps us avoid delays and keeps your return moving fast.
Choose the option that works best for you:
Virtual Meeting Reminder: Please upload all documents to your client portal before your meeting date so we can review everything efficiently. Need help logging in? Give us a call at 864-297-6125.
If life gets busy and your documents come in a little late (it happens), no worries—we’ll automatically file an extension to keep you protected and avoid penalties unless you tell us not to.
