Individual Return Deadline & Extension Options  

• Important Reminder • 

As the April 15^th deadline for many individual returns approaches, we want to remind you of the importance of providing the necessary information as soon as possible. While we encourage timely submission, we also understand that gathering all required documentation can take time. If we do not receive the necessary information by March 15^th, an extension may be required to ensure the accurate and complete preparation of your return.  

Why an Extension Might Be Beneficial  

Filing an extension is a proactive step that can provide additional time for:  

• Ensuring Accuracy: More time allows for a thorough review of your return, helping to minimize errors and ensure completeness.  

• Maximizing Deductions: An extension gives us the opportunity to explore and apply all eligible deductions, potentially lowering your tax liability.  

• Avoiding Penalties: Filing an extension can prevent late filing penalties, giving you peace of mind while allowing us to finalize your return properly.  

What This Means for You  

If you would like to ensure your return is filed by the deadline, please provide all required information by March 15^th. If additional time is needed, we can work with you to file an extension and determine any payment requirements. While we will make every effort to complete your return timely, filing an extension may be necessary if we have not received all required details in time.  

We’re here to assist you throughout this process. Should you have any questions or need guidance, please contact your YHB team member or reach out to our Client Success Team at support@yhbcpa.com or 1-800-495-4910.