January 3, 2005

Dear Clients and Associates:

Happy New Year!

Shortly, it will again be time to prepare your 2004 individual federal/state income tax returns. We have printed your income tax organizer and retained it at our office. If you would like to use it to help assemble the information required to prepare your tax return, just call or email our office and we will mail it to you immediately. Otherwise, we will use it in the tax preparation process.

As soon as you have assembled all your tax information (usually after January 31), please call our office to schedule your income tax appointment. Directions to the Southington office are posted on our website.

If you have any questions regarding this information, please call. Bookmark this letter on your computer to use as a handy reference and let us know of any additional subjects that you would like to see covered.

We hope your 2005 is a happy, healthy and prosperous one!

Sincerely,

John A. Kennedy, Jr.

Form 1040 Information and Documentation List Original and all copies of Form(s) W-2. Schedule(s) K-1 showing income or loss from partnerships, S corporations or estates or trusts. Copies of other compensation or pension documentation. Form 1099-MISC, for example. Form(s) 1099 or statements reporting dividend and interest income. Brokerage statements showing investment transactions and Form(s) 1099-B. Form(s) 1098 reporting interest paid and copies of real estate tax bills and other information relating to real property holdings. Information regarding personal property taxes paid. Copies of closing statements regarding the sale or purchase of real property. Information regarding tuition and fees paid to post-secondary educational institutions for you and your dependents. All other information or IRS notices you have received or any items you have questions about. Please complete the attached questionnaire. Back to Individual Page