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The 2023 Tax filing deadline is April 15, 2024.

PWM Tax Preparation Services

Prentice Wealth Management will again be offering tax preparation for existing clients. To initiate your return, simply upload, send in or drop off your tax files. When your preparation has been completed, we will contact you to schedule your consultation.

To guarantee tax filing prior to the IRS deadline of 4/15/24, we must receive your tax files by no later than 3/15/2024. Any files received after 3/15/24 will go on extension and will be processed on a best efforts basis.

Documents may be submitted by:

Dropping them off or mailing them to our office at 1150 Penfield Road, Rochester, NY 14625
Contacting our office when you have all documents ready, and we will send you a link to upload them securely and directly

As we begin our internal planning for the upcoming tax season, we would greatly appreciate your participation in the questionnaire below. Please respond at your earliest convenience if you plan on engaging PWM Tax Preparation Services for your 2023 tax return.

PWM Tax Preparation Services

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Yes! We are current clients and plan to utilize PWM Tax Preparation for our 2023 return.

I am not a current client but I would like to be connected with a tax preparer from the PWM extended network.

Number of tax returns needed.

Please provide the type of return(s) you will need and how you plan to submit your tax files.

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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, 2024 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 Cadaret, Grant & Co. Inc. nor its registered representatives or employees, provide tax or legal services.