Dear Valued Client, Income Tax Organizer. This packet is ...static.contentres.com/media/documents/884a7fc9-a... · Cetera entities are under separate ownership from any other entity.

Securities offered through Cetera Financial Specialists LLC, (doing insurance business in CA as CFGFS Insurance Agency) member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other entity.

1150 W. Northwest Highway

Suite A, Mt. Prospect, IL 60056

P 847.255.7212

F 847.255.0529

www.apc-cpa.com

Dear Valued Client, In an effort to simplify the process of collecting your tax return data, we are providing the attached Income Tax Organizer. This packet is designed to help you gather the information we’ll need to prepare your income tax return. Please return it to us once you have compiled your tax data. Be sure to include all your supporting documents – Consider mailing in or dropping off your completed income tax organizer – as office visits will be limited during peak season. Tax time is also a good time to review your financial plan. If you’d like our help with some of these other services, please let us know by checking the appropriate boxes in the questionnaire we’ve included with this Income Tax Organizer. We’ll follow up with you accordingly, to schedule a time to review these important topics. These services include:

• Analysis of your current investments, including your 401(k) • Retirement planning • Estate planning • Insurance evaluation (long-term care, life, disability)

As a friendly reminder, we always welcome referrals from our valued clients. Thank you for the opportunity to continue helping you. Very truly yours,

Tony Canonaco, CPA/Financial Advisor President, CEO