Should I do anything differently if I am filing an extension or “going on extension”?

No, you still should give our office whatever information you have as early as possible or as soon as it becomes available. Expect to pay any anticipated taxes owed by April 15. You still need to submit all available tax information to us promptly so we can determine if you will have a balance due or if you can expect a refund. If you are required to make quarterly estimated tax payments, your first quarter estimated tax payment is still due April 15. We will ask that you pay the balance due for last year and your first quarter estimated tax payment for this year with your extension. If we anticipate a large refund, we will likely try to get your extended return done as soon as possible once all tax information is available. We may also want to discuss tax planning opportunities with you so that in future years, you don’t give the IRS an interest-free loan all year!