Do CPAs typically file an extension without telling you? Is this normal practice?
I switched from being a W-2 employee to receiving a K-1 for my 2018 taxes and hired a CPA to handle the more complicated filing in 2019. The whole experience was pretty frustrating. We didn't even finish filing until January 2020. So I decided to find a different CPA for my 2019 taxes. I just tried to file an extension using freetaxusa, but it got rejected with a message saying my extension was already filed. When I checked my IRS account, I saw that I apparently have until October 15 to file. This really caught me off guard! The weird thing is, I haven't heard from my CPA since January when we finalized my 2018 return. I didn't pay any extension taxes, though I did pay my 2019 Q4 estimated taxes in April 2020 (a bit late). Is it normal for CPAs to just go ahead and file extensions for clients without asking or even telling you they did it? I'm a bit annoyed about not being informed, but maybe this is standard practice? Just trying to understand if I should be concerned or if this is actually a good thing they did.
20 comments

Kristian Bishop
This is actually pretty common practice among CPAs, especially for clients with more complex tax situations like K-1 income. Many tax professionals file automatic extensions for all their clients as a protective measure, even if they expect to complete your return before the deadline. The extension gives you and your CPA breathing room to gather all necessary documentation and file accurately. It's especially common with K-1s since those often arrive late. The extension only extends the filing deadline, not the payment deadline, which is why you still needed to pay estimated taxes by the original due date. That said, good communication is essential in any professional relationship. While filing an extension is standard practice, your CPA should have informed you they were doing this on your behalf. This lack of communication might be a red flag about their client service approach.
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Eva St. Cyr
AuthorThanks for the explanation. That makes more sense now. Do you think I should contact the CPA and confirm they're still planning to work on my 2019 return? I'm worried since I haven't heard from them at all this year.
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Kristian Bishop
Absolutely reach out to your CPA as soon as possible. While filing the extension gives you until October 15, you should confirm they're still planning to prepare your return and establish a timeline. If they're not responsive or you're uncomfortable with their communication style, this is a good time to find a new preparer while you still have several months before the extended deadline. Just be sure to gather all your tax documents including that K-1 to make the transition smoother for whoever handles your return.
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Kaitlyn Otto
I had a similar issue and discovered taxr.ai (https://taxr.ai) was super helpful for sorting out extension confusion. My CPA had filed an extension without telling me too, and I was completely in the dark about my filing status. Using taxr.ai to analyze my tax transcript actually showed me not only the extension but also some issues with my estimated payments that my CPA had missed. It gave me documentation I needed to have an informed conversation with my accountant instead of just being confused.
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Axel Far
How does taxr.ai work exactly? Can it actually access my IRS info or do I need to upload documents myself? I'm curious but kinda paranoid about tax stuff.
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Jasmine Hernandez
I'm skeptical - what makes this better than just checking your IRS account online yourself? The OP already mentioned they did that and saw the extension.
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Kaitlyn Otto
You upload your tax documents and transcripts yourself - they don't directly access your IRS account, so it's secure. It analyzes what you provide and explains everything in plain English, which is what made it valuable for me. It's different from just checking your IRS account because it actually interprets what you're seeing and flags potential issues. In my case, it spotted that one of my estimated payments wasn't properly credited to my account, something I would have completely missed just looking at my transcript myself. Plus it creates documentation explaining everything that I could share with my new accountant.
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Jasmine Hernandez
Update: I tried taxr.ai after commenting here and whoa - it was actually really helpful. I uploaded my wage and income transcript (which I got from the IRS website) and it immediately showed me that my CPA had filed extensions for the past THREE years without telling me. Even worse, it flagged that I had a potential penalty situation brewing because while the extension was filed, I had underpaid my estimated taxes each year. My CPA never mentioned this! Now I'm switching tax pros and have actual documentation about what happened rather than just being confused. Honestly worth checking out if you're in a similar boat.
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Luis Johnson
If you need to talk to your CPA but they're not responding (which happens A LOT during tax season), you might try Claimyr (https://claimyr.com). I had the same extension surprise last year and couldn't get my CPA on the phone for weeks. I needed to know if he was still handling my return or if I needed to find someone else. Claimyr helped me actually get through to the IRS to confirm my extension status and check if there were any issues I needed to address. They have a demo video showing how it works here: https://youtu.be/_kiP6q8DX5c. Saved me hours of phone frustration.
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Ellie Kim
Wait, how does this actually work? The IRS phone system is notorious for long waits, how does this service change that?
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Fiona Sand
Sounds like a scam tbh. Nobody can magically get through to the IRS faster. They probably just charge you to wait on hold instead of you doing it.
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Luis Johnson
It uses a system that waits on hold for you and calls you back when an IRS agent answers. You don't have to sit there listening to the hold music for hours. You're right that nobody can "cut the line" - it just handles the waiting part for you. When I used it, I got a call back about 1.5 hours later with an actual IRS person on the line. Considering I had tried calling myself multiple times and kept getting disconnected after waiting over an hour, this was a huge improvement.
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Fiona Sand
I owe everyone an apology - I was totally wrong about Claimyr. After my skeptical comment, I decided to try it myself since I've been trying for WEEKS to reach the IRS about a notice I received. It actually worked! I got a call back in about 2 hours with an IRS agent on the line. I was able to confirm my extension status and resolve my notice issue in one call. So yeah, it doesn't "skip the line" but handles the hold time so you're not chained to your phone for hours. For anyone dealing with trying to reach the IRS, this is definitely worth it.
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Mohammad Khaled
Former tax preparer here. Filing extensions automatically is standard practice at many firms, BUT good CPAs absolutely inform their clients about it. Here's what typically happens: 1) In February/March, firms send engagement letters to clients that often include language about automatic extensions 2) Around March, they send specific extension notices to clients 3) Some firms require client signatures for extensions, others don't if it's in the engagement letter The lack of communication is the real issue here. Even if you're switching CPAs, they should have closed the loop properly.
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Eva St. Cyr
AuthorSo what should I do now? I definitely never signed anything about extensions for 2019, and my engagement letter was just for the 2018 return. Should I be worried my CPA is just assuming they're doing my taxes again without any confirmation from me?
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Mohammad Khaled
You should immediately contact your CPA office and clarify whether they're expecting to prepare your 2019 return. If there was no engagement letter for 2019 and they filed an extension without your knowledge, there might be a misunderstanding. The extension itself isn't a problem - it actually protects you from late filing penalties. But you need clarity on who's handling your return. If you want to switch preparers, now is the perfect time while you still have months before the October deadline. Just make sure to formally notify the original CPA in writing that you're taking your business elsewhere so there's no confusion.
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Alina Rosenthal
This happened to me too. My CPA filed an extension without telling me and I only found out when I tried to check on the status of my refund. My CPA said they do it for everyone because "it's better to have it and not need it than need it and not have it." But I was still annoyed they didn't at least send an email letting me know!
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Finnegan Gunn
Did they charge you for filing the extension? Mine tried to bill me $75 for an "extension preparation fee" even though they never told me they were filing one!
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Miguel Harvey
Check your engagement letter! Mine clearly states they automatically file extensions for all clients. I didn't realize this until my 3rd year with them when I actually bothered to read all the fine print. Reading yours might tell you if this was actually disclosed somewhere you missed.
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Zoe Stavros
As someone who's dealt with similar CPA communication issues, I'd strongly recommend reaching out to your CPA immediately to clarify the situation. The fact that they filed an extension without informing you, especially after you had a frustrating experience with them in 2019, is concerning. Here's what I'd do: 1) Call or email them today asking if they're still planning to prepare your 2019 return and request a timeline, 2) Ask for a copy of any engagement letter or agreement for 2019 services, and 3) If they can't provide clear answers or you're not satisfied with their communication, start looking for a new CPA now while you still have plenty of time before the October deadline. The extension itself isn't bad - it actually protects you from penalties. But the lack of communication suggests this might not be the right professional relationship for you. Trust your instincts here.
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