The 2025 Tax filing deadline is April 15, 2026. 


PWM Tax Preparation Services

Prentice Wealth Management remains committed to supporting our clients across a wide range of financial needs. As we prepare for the 2025 tax season, we are implementing updated processes designed to maintain our high standards of service while improving efficiency and accuracy.

To ensure a smooth and timely tax preparation experience, please review the following requirements for all new and existing tax clients:

Deadlines

  • All tax documents must be received in good order by April 1, 2026.
  • Clients who receive K‑1s after this date are exempt from the deadline for those specific documents.

Pricing

  • Basic Return (1040 with investments): starting at $325
  • Complex Return (1040 with Schedule C or E): starting at $450
  • Trusts and Estates: starting at $750
  • Businesses: starting at $1,000
  • Students (no additional schedules): starting at $100

If you would like a personalized quote, please contact our office.

Submitting Your Documents

  • Notify us once you have gathered all required documents. We will then provide you a secure upload link for submission. If you are unable to upload, we'll arrange an alternative that's easy and secure.
  • Unopened mail and loose receipts cannot be accepted.
  • Receipts and business accounting records must be organized in a spreadsheet or similar format. Templates are available below.
  • PWM tax preparation is designed to offer an efficient and economical way to meet your filing requirements. If you would like an end-of preparation review, it can be added upon request and is billed at $100 per 30 minute session. 


Downloadable Tax Templates

Charitable Giving

Medical Expenses

Basic Business Revenue & Expenses


How to Find Tax Documents at Schwab

Click image to view entire document.

Critical Items for Tax Consultations

  • Valid state issued photo ID
  • A complete copy of the previous year's returns
  • All forms W-2, 1099 & 1098
  • Property tax receipts
  • Detailed income and expense information for small business and rental real estate
  • List of charitable contributions including name of organization, date and amount donated 
  • Any additional information pertaining to the current tax year

The IRS urges taxpayers who are owed a refund to file as quickly as possible. For those who can't file by the April 15, 2026 deadline, the IRS reminds individual taxpayers that everyone is eligible to request a six-month extension to file their return. The easiest and fastest way to request a filing extension is to electronically file Form 4868 through a tax professional, tax software or using the Free File link on IRS.gov. Businesses must file Form 7004.

Tax Form Mailing Dates

Investment related tax documents such as consolidated 1099's will generally not be mailed until late February. If you hold securities (usually mutual funds) that report undistributed capital gains, these gains will be reported on a form 2439 which will not be mailed to clients until mid March.

To view the schedule: click here>

Form 

Mutual Funds

Pershing

Charles Schwab

1099-R

January 31

January 31

January 31

1099

February 1-March 15

February 15-March 15

February 15

Revised 1099

(if applicable)

Mid/Late March

Mid/Late March

Mid/Late March

5498

May 31

May 31

May 31

Click to print/view/download.

Important Links

Neither LPL Financial nor its registered representatives or employees, provide tax or legal services.

You are under no obligation to use the services of PWM Tax Associates, and may choose any qualified professional to provide any of the services described above.  PWM Tax Associates and their services are not affiliated with nor endorsed by LPL Financial and Prentice Wealth Management.