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Tax Preparation Resources

Your Tax Preparation Process

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.

Please note: We usually do not schedule in-person meetings as part of the preparation process, but we are happy to answer questions by email.

1. Drop-off/Upload

1. Drop-off/Upload

Let us know when you have gathered all of your tax documents and we will send a secure link to upload them.

2. Initial Review

2. Initial Review

Once your documents are received, we will email you with an estimated timeline and pricing.

3. Tax Return Preparation

3. Tax Return Preparation

We begin preparing your federal and state returns based on the information you provided.

4. Follow Up (If Needed)

4. Follow Up (If Needed)

If anything is missing or we have questions during preparation, we will reach out to you for clarification.

5. Draft Ready

5. Draft Ready

You will receive:

  • a draft of your completed return.
  • A summary of your refund or balance due.
  • A payment voucher if applicable.
6. Client Review

6. Client Review

Review your draft return and let us know if everything looks correct or if any anything needs clarification or adjustment.

7. Final Approval

7. Final Approval

Once you approve your draft:

  • We will send your final preparation fee.
  • After payment is received, we will send a DocuSign for your signature.
8. E-Filing

8. E-Filing

After your DocuSign is completed:

  • We will e-file your federal and state returns.
  • You will receive confirmation once your returns have been successfully filed.

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


How to Find Tax Documents At Schwab


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


Important: To reduce incidents of identity theft, the IRS urges taxpayers 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.

Neither LPL Financial or its 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.