| If you… | OTS wants your documentation by… | IRS Filing Deadline |
| Live in the US | March 1 (10% discount) |
April 15, 2020 |
| Live overseas and expect to have significant tax due | March 1 recommended (10% discount) | June 15, but interest charged on tax not paid by April 15 |
| Need to file an FBAR to report foreign accounts | With the rest of your tax documentation | April 15, but with an automatic extension to October 15. |
| Live overseas | Early May (10% discount if file complete by March 1; extensions likely after May 20) |
June 15 |
| Need more time | Notify OTS as early as possible | October 15 (maybe later if first year overseas) Extension must be filed by April 15 if you’re in the US or June 15 if you’re overseas. |
Notes
- Once you have uploaded your questionnaire and all documentation, you MUST email us to let us know you are ready! We won’t know unless you tell us.
- Up until April 15 we will generally need to give priority to clients with the April deadline. However, if you have a June deadline but need the return done sooner (e.g. for a financial aid or mortgage application), please let us know your deadline and submit your paperwork as early as possible before then.
- If your file isn’t complete by May 20, we will most likely need to put you on an extension and prepare the return after the summer.
- We do charge rush fees if your file is complete less than three weeks before your return is due.
- FBAR extensions: Extensions are automatic with no request needed.