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· 5 min · Accountant SEO Company editorial team

Extension-Season Content: Being Found by October Filers

Form 4868 extends the time to file, not to pay. How to write a page and update a profile for people who search for tax extension help in the fall.

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An opened business envelope and folded letter with glasses resting on it

The people searching for tax extension help in September and October are three or four different groups, and one honest page can serve all of them. Some filed an extension in April and still need a return prepared. Some never filed anything and are now late. Some had a preparer retire or stop answering. A single extension page, kept live all year, plus a few Business Profile updates, is most of what a firm needs to be found by them.

Start with what the IRS says

Form 4868 gives individuals an automatic extension of time to file. It is not an extension of time to pay. That distinction is the IRS's own, on its About Form 4868 page, and it is the most useful sentence an extension page can carry. A visitor who misunderstood it in April may be arriving in October with a larger problem than a late form, and you want them to know you can talk about it.

On dates, keep the page general. Individual returns are generally due in mid-April and extended returns in mid-October, and the exact day moves when it falls on a weekend or when the IRS grants disaster relief. A page that prints a specific day goes stale or needs editing every year. If you want to state the current date in season, put it in a dated profile update or a notice at the top of the page that you replace each year, not in the permanent copy.

Who is searching in September and October

Each group types something different and needs a different first sentence from you.

Extended filers have a deadline coming. Some were waiting on documents (a K-1, a corrected brokerage statement). Some already have a preparer and only search because that preparer can't take them in time. They search phrases like "file extended tax return" or "tax extension help [city]".

Late filers have no extension and no return, sometimes for more than one year. Some have put off making contact for a long time, and the words on your page decide whether they write to you or close the tab. They search "late tax return help" and "haven't filed taxes in years".

Business owners often wait on their business return before the personal one can be finished. They want to know you can handle both, and in what order.

People whose preparer dropped them need to know you take new clients in the fall and what you need from them to start.

A page that serves them honestly

One page, written for the fall and left live all year. A workable outline:

  1. What the extension did and didn't do. One paragraph, plain words, with the file-versus-pay distinction from the IRS.
  2. Who you help. Extended returns, late returns for prior years, clients switching from another preparer, business owners with both returns open. List only what you actually do.
  3. Your fall intake cutoff. Stated relative to the deadline, for example "we accept new extended returns until four weeks before the October deadline". That is your capacity, not the IRS's date, and it doesn't go stale.
  4. What to bring. A short document list: last year's return, confirmation of the extension if they filed one, this year's income documents, any IRS notices. You know your own intake list better than a template does.
  5. If they missed the extension. Say you help late filers and describe your first step, usually a review of what's missing. Then stop. Don't promise anything about penalties, notices or payment arrangements. The AICPA Code treats promotion that creates false or unjustified expectations of favorable results as misleading, and Circular 230 bars false or misleading statements in public communications.
  6. Fees. If you publish a fee or a range, say what would raise it. The AICPA Code also treats a stated fee as misleading when it was likely to be substantially increased and the prospective client wasn't told.
  7. How to start. One form or one email address, what happens after they send it, and how quickly you reply in October.

Seven short sections is enough. They answer the questions an extended filer has in roughly the order they have them, and nothing on the page will need rewriting next September except the intake cutoff wording, if your capacity changes.

The extension page is the fall piece of a tax preparer marketing plan that runs all year. It works best when it is linked from your services menu and from the individual tax returns page, so visitors who land elsewhere can still find it in October.

Profile updates for the fall

Each takes a few minutes. If you haven't made them this fall, make them this week; from next year, put them on the calendar for early September.

  • Check hours for September and October, especially evening or Saturday hours you add near the deadline.
  • Add or confirm services that match the page, if your profile offers them as service options. Category and service names vary, so work from the list in your own profile.
  • Post a short update: you're taking extended returns, here is the intake cutoff, here is the page.
  • Leave the business name alone. Google's guidelines ask businesses to represent themselves as they are known offline and not to stuff keywords into the name, so adding "Tax Extension Help" to the firm's name for the season goes against them.

Turning extended filers into planning clients

A client who finishes in October has just felt what a late year is like, which makes it a natural time to offer a planning meeting before year-end, or an engagement for next season that starts in January.

Two cautions. First, if you use information from someone's return to market planning or any other service to them, Section 7216 applies. Unless the rules specifically allow it, you need the taxpayer's written consent first, the consent must be knowing and voluntary, it must identify each type of product or service you will solicit for, and one document can't authorize both use and disclosure. The IRS keeps a Section 7216 information center, and we covered the marketing side in an earlier post on Section 7216. State rules and your own counsel may add requirements.

Second, make the offer about the work, not an outcome. "Let's meet in November and plan next year's paperwork" describes a service. "We'll make sure this never happens again" promises something you can't control.

If you'd like your extension page read the way a worried late filer would read it, request a free firm review. We'll send back what's unclear, what's missing, and anything that promises more than you can deliver.

Further reading

Read Getting a Firm Ready for Tax-Season Searches Before January for a related practical check.

Read Section 7216 and Marketing: What Tax Preparers Can't Do With Client Return Data for a related practical check.

Read Why 'CPA Near Me' Searches End in the Map Pack, Not on Your Website for a related practical check.

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