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 is complete, 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.  

Files may be submitted via:

  • RightCapital secure upload
  • emailed to pwmtax@prenticewealth.com
  • Dropped off to our office at 1150 Penfield Road, Rochester, NY 14625
  • Mailed to our address (if files will be returned via secured/trackable mail, the fee will be added to your invoice.)

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
Name
Name
First
Last
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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 pages 1 & 2.

Visit the TaxAct website for free tax tools and calculators here>.

Important Links

Neither Cadaret, Grant & Co. Inc. nor its registered representatives or employees, provide tax or legal services.