Quarterly
“I filed an extension for my annual tax return, does that extension also delay the deadline for my first quarterly estimated tax payment?”
An extension for an annual return and the timing of estimated tax payments are often treated as separate items, so the answer usually depends on the tax year involved, the type of income involved, and whether withholding already covers enough of the expected liability. In many cases, the extension changes the filing date for the return, but it does not automatically change the schedule for quarterly estimated payments. The details can also vary based on filing status, prior year tax, and any special rules that apply to self-employment, investment income, or other sources of income. Going through your records with a CPA usually surfaces the answer in under an hour.
In your 30-minute session, the KGOB advisor handling it will:
- Read your exact situation and tell you, in plain English, what’s actually going on.
- Lay out your options and the trade-offs — no jargon, no judgment.
- Give you a clear next step you can act on, whether that’s with us or on your own.
This page is a prompt to start a conversation, not tax or legal advice, and states no tax-law specifics as fact. A consult session does not by itself create an ongoing engagement. We do not promise specific outcomes or savings. Kohari Gonzalez Oneyear & Brown PLLC — Charlotte, NC.
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