Tax Day is April 15, 2019

PWM Tax Preparation Services

Anthony Vaccaro, CFA®, EA,  attained his Enrolled Agent designation with the IRS in 2018.  Enrolled Agents are federally licensed tax practitioners that have earned this designation by passing a three-part comprehensive IRS exam covering individual and business tax returns.  Enrolled agent status is the highest credential awarded by the IRS[1] and the EA credential is recognized across all 50 U.S. states.   Anthony will be spearheading this program at Prentice Wealth Management by consulting with clients and facilitating in the preparation and submission of both federal and state returns.

Critical Items for Tax Consultations

  • Copy of previous year’s filing
  • Income forms received
  • Rental income
  • Taxable capital gains
  • Business and professional income
  • Form 1098 indicating mortgage interest paid
  • Student loan interest paid
  • Charitable contributions made
  • Out of pocket medical costs

 

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>

 

Tax Advantaged Savings Table

This table outlines 2018 contribution limits and deadline dates: click here>

 

TurboTax Affiliate Discount

For those who prefer to prepare their own taxes, TD Ameritrade Institutional provides a discounted TurboTax download for affiliate firms at: >TD Ameritrade 

 

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

 

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INTERNAL REVENUE SERVICE

http://www.irs.gov/

  

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NEW YORK STATE DEPARTMENT OF TAXATION & FINANCE

http://www.tax.ny.gov/

Info

Securities offered through Cadaret, Grant & Co., Inc., Member FINRA/SIPC
Advisory services offered through Prentice Wealth Management, LLC, an SEC Registered Investment Advisor. Prentice Wealth Management, LLC and Cadaret, Grant & Co., Inc. are separate entities.

Licenses

William J. Prentice II AWMA®, CFP®, CIMA® is licensed to transact securities business in the following states:

CA, CT, DC, FL, GA, HI, IN, MD, MA, MI, NJ, NY, NC, OH, OR, PA, RI, SC, TX, VA & WA.

Prentice Wealth Management, LLC (PWM) is a Registered Investment Advisor that is registered with the United States Securities and Exchange Commission (“SEC”) and is notice filed in the state of New York and Florida. PWM only provides investment advisory services in states where it is notice filed or where it qualifies for an exemption. Our Form ADV is available upon request.