The 2024 Tax filing deadline is April 15, 2025. 


PWM Tax Preparation Services

Prentice Wealth Management will be expanding our tax preparation services for the 2024 tax year. To initiate your return(s), simply upload, send in or drop off your tax files. We will follow up within 48 hours to set an expected completion date. In an effort to improve our client experience, we will now be offering three distinct tax preparation solutions:

  • Silver - Starting at $195
    • Complete file must be received prior to close of business 2/17/2025
  • Gold - Starting at $350
    • Includes a 30 minute live review
    • Complete file must be received prior to COB 3/14/2024
  • Platinum - Starting at $650
    • Includes comprehensive tax planning

To guarantee tax filing prior to the IRS deadline of 4/15/25, we must receive your tax files by no later than 3/21/2025. Any files received after 3/21/25 will go on extension and will be processed on a best efforts basis.  

Documents may be submitted by:

  • Dropping them off or mailing them to our office at 1150 Penfield Road, Rochester, NY 14625
  • Contacting our office when you have all documents ready,  and we will send you a link to upload them securely and directly

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.

Important Links

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