Individual returns
For filers with an extension who still need to bring together income forms, K-1s, investment details, rental records, or other open items.
Alhambra & Irvine · Extended tax returns
Already on extension?
Let’s review what’s left to file.
JH Group CPA provides extended tax return preparation for individuals and C corporations. Tell us your deadline, what is ready, and what is missing so we can review the right next step.
The first conversation confirms fit, timing, and scope. Detailed review and preparation require a paid engagement. Acceptance depends on capacity and record readiness.
CPA-led preparation Alhambra & Irvine officesSecure document process
Choose your filing path
Personal return, company return—or both?
C corporation returns
For companies preparing to file with bookkeeping, payroll, asset schedules, shareholder information, or state filing questions to resolve.
Records still in progress
Start by explaining what is missing. We review the work needed and available time before accepting an engagement.
Explore bookkeeping support →Your preparation checklist
Know what is ready before the intro call.
For an individual return
- Prior-year return and extension confirmation
- W-2s, 1099s, K-1s, and investment statements
- Rental or business income and expense records
- Federal and state estimated payments
- A list of missing documents or tax notices
For a C corporation return
- Prior-year returns and extension confirmation
- Profit-and-loss statement and balance sheet
- Payroll, officer compensation, and asset records
- Loans, shareholder transactions, and tax payments
- Year-end date, states involved, and unfinished bookkeeping
Do not send tax returns, Social Security numbers, account details, or other confidential records through the website form. Secure upload instructions are provided when needed.
What happens next
Three steps to an agreed filing plan.
01
Describe your situation
Send your return type, deadline, and record readiness through the inquiry form.
02
Confirm fit and scope
Our team reviews timing, capacity, and the work needed before an engagement is accepted.
03
Share records securely
After the next steps are agreed, follow the team’s secure document instructions.
Illustrative scenario
On extension, with one K-1 still missing?
Suppose an Irvine individual filer has wage statements and rental records ready, but is waiting for a partnership K-1. In the inquiry, identify the missing K-1, your expected filing deadline and when the partnership expects to provide it. The team can assess timing and the records needed before agreeing to preparation work.
After engagement, share documents through the secure portal. This hypothetical scenario is not a client result or a guarantee that a return can be accepted or completed by a particular date.
Questions before you start
Extended tax return preparation FAQs
I filed an extension. Can a CPA still help prepare my return?
Yes. Request a review of your return type, filing deadline, and records. JH Group CPA confirms fit, capacity, and scope before accepting the work. Filing by a particular date is not guaranteed.
What documents do I need for my extended tax return?
Start with your prior-year return, extension confirmation, tax-payment records, and current-year income documents. Individuals may need W-2s, 1099s, K-1s, and rental records. Corporations may need reconciled books, payroll reports, asset records, and shareholder information.
Can you prepare an extended C corporation return?
JH Group CPA reviews C corporation tax-preparation inquiries. Tell us the tax year, year-end date, federal and state returns involved, and whether the books are ready. Preparation begins after scope and engagement are agreed.
Can you help if my bookkeeping is not ready?
Tell us what is incomplete before sending documents. We can discuss whether bookkeeping cleanup and tax preparation fit the available time and an agreed engagement. Incomplete records can affect acceptance and the filing schedule.
Does an extension give me more time to pay?
Generally, no. An extension to file does not extend the normal payment deadline. Your payment history and any notices need a separate review; the filing extension alone does not resolve a balance due.
Can I speak with someone in Chinese?
JH Group CPA offers English, Mandarin Chinese, and Cantonese Chinese language support. Select your preferred language and office in the inquiry form.
Let’s confirm the next step
Tell us what remains unfinished.
Request an extension filing review with JH Group CPA in Alhambra or Irvine.
Request an Extension Filing ReviewAlready looking beyond this return? Explore our tax preparation and planning services.
Meet with our team
English, Mandarin Chinese, and Cantonese Chinese support. Contact the team before visiting.
JH Group CPA, A Professional Corporation · Meet the team · Page updated September 15, 2026.
General educational information only. Your filing requirements, payment obligations, and available options depend on your facts. No filing outcome or deadline acceptance is promised.