Personal extended returns
We help individuals with extended returns involving K-1s, rental income, stock compensation, trusts, estates, multistate issues, foreign reporting questions, or incomplete records.
Planning-aware tax preparation
Complex Tax Preparation—and What Comes Next
Complex returns are rarely just filing projects. If you own a business or rental property, receive K-1s, hold stock compensation, have multistate income, or face a major transaction, we prepare the return and flag the planning issues that may affect your next move.
The intro call confirms fit, timing, and scope. Detailed review, calculations, projections, and recommendations require a paid engagement.
CPA-led reviewComplex federal and California filings
Planning-awareIssue spotting beyond the forms
Clear boundariesPreparation and deeper planning are scoped clearly
Secure processSensitive documents go through TaxDome
2026 extended filing season
Extended Tax Return Filing for Individuals and C Corporations
If your 2025 personal return or calendar-year federal C corporation return is on extension, the federal filing deadline is October 15, 2026. California personal extended returns are also due October 15, 2026; California calendar-year C corporation returns may have a November 15, 2026 extended filing deadline. Filing extensions generally do not extend the time to pay tax.
Already on extension? Explore our extended tax return preparation in Alhambra and Irvine, including the records to gather and how the filing review works.
C corporation extended returns
We help calendar-year C corporations review books, shareholder and officer items, payroll and 1099 coordination, estimated tax payments, California Form 100 issues, and balance sheet cleanup before filing.
Fit and scope first
New extended-return work starts with a fit-and-scope review. Tell us the return type, deadline, open items, notices, bookkeeping status, and whether a separate planning issue needs review.
Deadline references: IRS Publication 509, California FTB extension to file, and California FTB business due dates.
Who this is for
Your return has moving parts—or your life is starting to change
You do not need to decide whether your return is “complex enough.” Tell us what changed, what returns are involved, and what deadline or decision is ahead.
Business and owner filings
Schedule C, S-corporation, partnership, C-corporation, payroll, shareholder basis, estimated taxes, or more than one entity.
Business-owner tax planningReal estate and investments
Rental income, depreciation, passive losses, property sales, refinances, K-1s, stock compensation, or capital gains.
Real-estate tax planningFamily, trust, and multistate changes
A marriage, inheritance, trust or estate, move between states, first U.S. filing, foreign income, or international family ties.
Estate and trust tax servicesThe right scope
Preparation records the year. Planning addresses the next decision.
We explain which work belongs in return preparation and when a separate planning review is the better path.
Return preparation
Accurate filing with issue spotting
- Required federal and state returns
- Focused follow-up questions
- Review of the facts reflected in the return
- Flags for estimates, basis, entities, rentals, and future transactions
- Clear next steps when a larger question appears
Separate planning engagement
Analysis before an important move
- Tax projections and scenario comparisons
- Entity or compensation analysis
- Property-sale, 1031 exchange, or refinance planning
- Retirement, estate, trust, or multistate coordination
- Written recommendations and implementation support when scoped
A controlled process
The right work happens in the right order
- 1
Confirm fit
We identify the returns, deadline, recent changes, and whether preparation or planning is the right starting point.
- 2
Set scope
We confirm responsibilities, timing, and fees before detailed work begins.
- 3
Upload securely
After engagement, sensitive records are collected through TaxDome—not ordinary email or a website message box.
- 4
Prepare and review
We prepare the required returns, ask focused questions, and review the full filing picture.
- 5
Decide what is next
If the return exposes a larger decision, we explain whether a separate planning or advisory engagement makes sense.
Plan while choices remain
A return can report a sale, distribution, payroll choice, or move. It usually cannot undo it.
If a major transaction or change has not happened yet, ask whether planning should come before preparation. We will help identify the right sequence without promising a particular tax result.
Planning-aware review
Issues we watch for
The return helps us identify questions that may affect cash flow, ownership, timing, or the next tax year.
- Estimated-tax and withholding gaps
- Rental depreciation and passive-loss questions
- S-corporation compensation, distributions, and basis
- K-1 timing, basis, and suspended losses
- Stock compensation and capital gains
- California residency and multistate income
- Trust, estate, gift, and inheritance issues
- Foreign income, assets, and first U.S. filings
Quick answers
Complex tax preparation FAQs
These answers explain the usual path. Your final scope depends on the returns, records, timing, and decisions involved.
What is planning-aware tax preparation?
We prepare the required return and also flag issues that may affect future taxes, cash flow, estimated payments, entity structure, real estate, or major transactions. Detailed analysis and recommendations are scoped separately.
Does tax preparation include tax planning?
Preparation includes issue spotting and a planning-aware review. Projections, transaction modeling, entity restructuring, year-end planning, and implementation guidance require a separate scope when needed.
Can you help if my return is simple today?
Yes, when you want a CPA relationship that can grow with you. Marriage, a home purchase, larger charitable gifts, a business, K-1s, property, inheritance, or a move can change what your return needs.
Do you handle California and multistate filings?
Yes. We review California residency, California-source income, and other state filing issues when they affect the return. Deeper residency or transaction analysis may require a separate planning engagement.
Can you help with a first U.S. tax return?
Yes. We help clients who are new to the U.S. tax system understand the filing path. Foreign income, foreign assets, residency classification, or cross-border interests may require specialized review.
What should I send through the website form?
Send only a short summary of the service you need, what changed, and any deadline. Do not include tax returns, Social Security numbers, bank information, immigration records, medical information, or other confidential documents. After engagement, use TaxDome for sensitive files.
How are scope and fees confirmed?
The intro call is a fit and scope conversation. We confirm the returns, complexity, timing, responsibilities, and fee before detailed preparation or planning begins.
Start with what changed
Need tax preparation or a planning review?
Tell us what changed this year, which returns are involved, and whether a deadline or decision is coming up. We will confirm the right next step.
Keep sensitive information out of this form
Do not submit tax documents, account numbers, Social Security numbers, immigration records, medical information, or other confidential data. Sensitive files belong in TaxDome after engagement.
Review and professional boundaries
Content reviewed: August 17, 2026. Firm: JH Group CPA, A Professional Corporation, a California CPA firm with offices in Alhambra and Irvine. Canonical service page: Tax Preparation & Planning.
This page provides general service information, not tax, legal, immigration, or investment advice. Tax results depend on the complete facts and applicable law. Legal and immigration questions may require experienced counsel.
Sources and primary references
- IRS Publication 509: Tax Calendars
- California FTB: Extension to file
- California FTB: Due dates for businesses
- IRS Publication 505: Tax Withholding and Estimated Tax
- IRS Publication 527: Residential Rental Property
- IRS: S-corporation compensation and medical insurance issues
- California FTB: Residency status
- IRS: Tax information for new immigrants