Some of the items listed below may not pertain to you

**ABUNDANT TAX will not start on OR process your tax return without the required documents. You must have all these forms with you at the time of tax preparation*

1. Valid ID or driver license (cannot be expired)

2. SS card for you & any kids you are claiming as dependents

3. Birth Certificate for each child you are claiming

4. School Registration for each child you are claiming

5. Utility Bill for current address

6. 1099 form (contract worker)

7. College for 1098-T (if you or dependent attended college)

8. Stimulus form (Notice 1444)

9. Any tax forms sent to you in the mail

10. All w2 forms or any other income statements

BUSINESS TAX RETURNS

1. EIN papers

2. LLC paperwork

3. All Receipts from business expenses ( I will not go off estimates or word of mouth.

There will be an additional charge of $50 if I have to calculate all of your receipts)

4. Invoices or the total amount of sales

5. Business Card

***I acknowledge that it is my sole responsibility to provide Financial Solutions with any and all tax documents including all w2's and anything listed above in order to process my return as accurately as possible. I also understand that any information I willingly or unwillingly omit is directly my responsibility. Financial Solutions is not liable for any tax information that I forget to provide. No refunds will be given or (free) amended returns will be done because of omitted information. I declare, certify, verify and state under penalty of perjury that the foregoing is true and correct to the best of my ability. ***