Personal Tax Filings

Foreign income and expatriate tax returns are not supported by Portside.

Your extension timeframe depends on the type of return:

Personal tax returns (IRS Form 1040): Extension must be filed before April 15th each year; extended through October 15th of that year to file (not pay)

Partnership and S-corp tax returns (IRS Forms 1065 and 1120-S): Extension must be filed by the 15th of the third month after your partnership's fiscal year end. Extensions are granted for six months from the original filing due date to file (not pay). As an example, if your partnership follows a calendar year, your extension request must be filed before March 15th each year; extension applies through September 15th of that year to file (not pay).

C-corp tax returns (IRS Form 1120): Extension must be filed by the 15th of the fourth month after your corporation's fiscal year end. Extensions are granted for six months from the original filing due date to file (not pay). As an example, if your corporation follows a calendar year, your extension request must be filed before April 15th each year; extension applies through October 15th of that year to file (not pay).

Nonprofit tax returns (IRS Form 990 series): Extension must be filed by the 15th of the fifth month after your nonprofit's fiscal year end. Extensions are granted for six months from the original filing due date to file (not pay). As an example, if your partnership follows a calendar year, your extension request must be filed before May 15th each year; extension applies through November 15th of that year to file (not pay).

Most important note: any tax owed is still due by the original due date, even if you extend your tax returns.

If you are on extension with Portside, please upload any remaining documents as soon as possible so your advisor can finish before the deadline. You can read the IRS's guidance on getting an extension or our guide to filing Form 4868.

Not at all, but rest assured a human is on the other side working on your return.  Portside's process is designed to be fully asynchronous. All communication happens through your secure portal, and you’ll receive a personalized video reviewing your return. You can also ask questions directly in the portal's chat and your advisor will respond live during local business hours. 

For most clients, Portside aims to file on time - not extend. That’s because extensions require additional time to ensure you’ve paid enough in taxes, and they delay important advisor conversations and planning. To keep things on track, your advisor will ask for all documents by an internal deadline that's generally 2 to 3 weeks ahead of the IRS filing deadline (depending on workload and capacities). If documents come in after that date, Portside will have to have a conversation about extending. We also reserve the right to apply rush surcharges due to increased strain and bottleneck of last-minute filings if documents are submitted after the internal deadline. That said, we understand life happens - whether it’s a missing form or an unexpected delay. If that’s your situation, reach out early.

No, Portside is a virtual-only firm. To optimize efficiency, security, and to promote environmental responsibility, Portside is an entirely paperless tax and accounting firm. Our client portal contains a document scanning feature to turn your paper documents into PDF. Go green with us!

If you prefer to drop off tax documents or mail them to your accountant, Portside may not be a good fit for you.