PWM Tax Preparation Services

The tax filing deadline has been extended to July 15,  2020 and we are happy to provide several
options for your tax preparation needs. 


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 (Date, Amount and Name of Organization
  • Any Additional Information Pertaining to the Current Tax Year

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, 2020.

TurboTax Affiliate Discount

For those who prefer to prepare their own taxes, TD Ameritrade Institutional provides a discounted TurboTax download for affiliate firms at:  If you have additional questions, feel free to visit our tax resource page at: or the IRS website at

Visit our tax resource page here.

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