Tax Preparation Resources

Tax Day is April 15, 2020

PWM Tax Preparation Services

PWM is pleased to provide several options for your tax preparation needs.  Anthony Vaccaro, CFA®, EA,  is available to answer your tax related questions and help you evaluate the best approach for you.   Anthony attained his Enrolled Agent designation with the IRS in 2018 and 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.  

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.   

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

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 2019 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 and their clients at: TD Ameritrade

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

Important Links