Tax Day is coming fast, and CPA/JD Steve “Pipes” Levy joins Jarrod to break down one of the most misunderstood topics in dentistry finance: tax extensions. They tackle the biggest myths—like whether extensions trigger audits or delay payment deadlines—and explain when filing one is not only okay but actually smart. From missing documents to brokerage statements that always show up late, Steve shares the real reasons people extend (and the costly mistakes many make when they do). He also spills a few insider tips on keeping your records tight, avoiding penalties, and staying far away from that dreaded box of year-old receipts.

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