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 email@example.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.
Critical Items for Tax Consultations
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>
February 1-March 15
February 15-March 15
Click to print/view/download pages 1 & 2.
Visit the TaxAct website for free tax tools and calculators here>.
Neither Cadaret, Grant & Co. Inc. nor its registered representatives or employees, provide tax or legal services.