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Tax Checklist

2025 Tax Document and Checklist Organizer

Please download and answer the questions. You must include this document with your tax documents when dropping them off.

Download Tax Checklist

info@wfsta.com
847.499.3454

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600 N Buffalo Grove Rd Suite 100, Buffalo Grove, IL 60089

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Wealth Financial Services & Tax Advisory and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Any comments regarding safe and secure products, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance products and services are offered through Wealth Financial Services & Tax Advisory. This content is for informational purposes only and should not be used to make any financial decisions. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Wealth Financial Services & Tax Advisory are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

Wealth Financial Services & Tax Advisory or Ethan Dickerson is not affiliated with, or endorsed by the federal Medicare program or any other government agency. We do not offer every plan available in your area. Currently we represent 6 organizations which offer 60 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options. Calls may be made by auto dialer or text. Calls are for marketing purposes. Cellular carrier charges may apply. Providing permission does not impact eligibility to enroll or the provision of services, and the consumer can change permission preferences at any time by contacting the TPMO.

Wealth Financial Services & Tax Advisory and its representatives are not affiliated with or endorsed by the Social Security Administration or any other government agency.

The notes involve risks not associated with an investment in ordinary debt securities. The securities are not bank deposits and are not insured by the Federal Deposit Insurance Corporation or any other governmental agency, nor are they obligations of, or guaranteed by, a bank. The securities will not be listed on any securities exchange and secondary trading may be limited. Therefore, there may be little or no secondary market for the securities. Accordingly, you should be willing to hold your securities to maturity. The securities are subject to the credit risk of the Issuing Bank, and any actual or anticipated changes to its credit ratings or credit spreads may adversely affect the market value of the securities.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A item 4, for additional information.

Calling the number above will direct you to a Licensed Agent. WFSTA2024.3_ED