Anthony Vaccaro, CFA®, Enrolled Agent
We are pleased to announce that Anthony Vaccaro, CFA® has recently attained his Enrolled Agent designation with the IRS. 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.
Tax Advantaged Savings Table
This table outlines 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 >
TDA Tax Form Mailing Dates for 2018 – Click here to read more.
INTERNAL REVENUE SERVICE
NEW YORK STATE DEPARTMENT OF TAXATION & FINANCE