Please READ before completing!

The IRS is auditing many taxpayers for tax returns that don't meet their due dilgence requirements. In addition to audits they are delaying the release of funds for taxpayers due to the increased inaccuracy of filing. We want to ensure that this does not happen to you so it is important for you to be truth and provide all information requested to Abundant Innovative Solutions. For ALL Self Employment Clients who need assistance recalculating their income and expenses PLEASE place N/A in the SELF EMPLOYMENT AREA and once we reach out to you for your official appointment we will complete the remainder of your information on your scheduled appointment. PLEASE ALLOW 24 TO 48 HOURS FOR THE OFFICE MANAGER TO SCHEDULE YOUR APPOINTMENT. THE OFFICE NUMBERS ARE 346-359-0990.

Choose your tax preparer

Were you reffered to AIS

Tax Year(s)Filing

If so, Please list the name below:

Email

Taxpayer First name

Taxpayer Last name

Tax Payer SSN

Tax Payer Identity Theft Pin

Tax Payer Occupation

Country/Region

Address

Address - line 2

City

Zip / Postal code

Tax Payer Phone Number

Tax Payer Date of Birth

Upload Driver's License/ID/Passport

Please upload a copy of your most current ulitity bill for Head of Household credit

Spouse Name

Spouse SSN

Spouse Identity Theft Pin

Short answer

Spouse Occupation

Spouse Phone Number

Spouse Date of Birth

Spouse Address (Enter "SAME" if same as Tax Payer Address)

Upload Spouse Driver's License/ID/Passport

Marital Status as 12/31/2024

Were you divorced or separated during the year?

Yes

No

Have you received any notices from the IRS or state revenue department within the past year?

Yes

No

Please upload a copy all documents and correspondence from the IRS

Do you owe student loans that are in default status?

Yes

No

Unknown

Dependent Information

Dependent 1 ( Child) Please Include: Full Name Social Security Number IP Pin (If applicable) Date of Birth Relationship Months lived in home 2023 Student? (Y/N)

Dependent 2 ( Child) Please Include: Full Name Social Security Number IP Pin (If applicable) Date of Birth Relationship Months lived in home 2023 Student? (Y/N)

Dependent 3 ( Child) Please Include: Full Name Social Security Number IP Pin (If applicable) Date of Birth Relationship Months lived in home 2023 Student? (Y/N)

Dependent 4 ( Child) Please Include: Full Name Social Security Number IP Pin (If applicable) Date of Birth Relationship Months lived in home 2023 Student? (Y/N)

Dependent 5 ( Child) Please Include: Full Name Social Security Number IP Pin (If applicable) Date of Birth Relationship Months lived in home 2023 Student? (Y/N)

Please upload dependents Social Security Cards, Birth Certificates, and School Documents for proof of support

Did any of the children have income above $1,050 for the 2024 tax year?

Yes

No

Do any of the children have a disability?

Yes

No

Is it anticipated that a different taxpayer will seek to claim a child listed above as their dependent for tax year 2024?

Yes

No

Lifestlye Questionnaire

Lifestyle and Taxes- Select all that apply

You or your spouse are legally blind

You paid or recevied alimony in 2023

You had health insurance for you, spouse and dependents all year

You purchased health insurance

You paid someone for domestic services in your home

You purchased a new energy efficient car, truck or van.

Children and Education- Select all that apply

You have children born or adopted in 2024

You have children who attended college (please provide 1098 T any student loan interest paid and a list of additional school expenses)

You paid tuition for a private school for a dependent or took classes yourself (please provide documentation)

You have children who earn more than $2100 of investment income

You make contributions to a 529 plan in 2024

None of the above

Business- Select all that apply (answer only if this applies)

You work from home and used a Home Office or your car for a business

You receive income from a sharing/gig economy activities (such as Airbnb Uber DoorDash etc)

You own a business or an interest in a partnership, corporation, LLC, farming activities or other ventures

None of the above

Investments- Select all that apply (answer only if this applies)

You contributed money to an IRA in 2024

You rolled over amounts from a retirement account

You sold or transferred stock or sold a rental or investment property

You recieved any income from an installment sale

You had investments become worthless or you were a victim of investment theft in 2024

You were granted, or you exerised, any employee stock options during 2024

None of the above

Deductions- Select all that apply (answer only if this applies)

You paid interest on a loan for a boat or RV that has living quarters

You paid sales taxes on a major purchase in 2024

In 2024 you purchases a home, boat or vehicle

You made charitable contributions in 2024

You paid medical expenses

You upgraded your home

None of the above

Method used for Self Employment Income (select all that apply)

Self Employed Income

List Self-Employed expenses with amounts for 2023- If business is home based, please include amount of rent and utilities. If vehicle used for business purposes, please include amount of car note, insurance, maintenance and any repairs.

Please upload documents below 1099s, Payroll records, Payroll expenses, DBA, LLC formation documents

Due Dilgence Questions

Is any part of your rent being paid by another agency such as Housing Authority? (If another agency pays more than half of your rent, you will have to file single and not Head of Household)

Yes

No

If yes, about how much do they pay? (Estimate for the full year. If this doesn't apply please put N/A)

Did you recieve SNAP BENEFITS IN 2024?

Yes

No

Did you have any household income that wasn't made from an actual business? (Babysitting, doing hair, cutting grass, etc)

Yes

No

If yes, about how much did you make? (Estimate for the full year. If this doesn't apply please put N/A)

State Information

Full-Year Resident

Part-Year Resident

Nonresident (You worked in one of the states not listed above, but did not live there)

If you need to itemize deductions, please provide amounts and/or receipts to your Tax Specialist. These amounts can include, but are not limited to, Medical Expenses, Taxes Paid, Interest Paid, Charitable Contributions, Casualty and Theft Losses and other

Are you applying for an advance tax loan?

Yes

No

If yes, how much?

Are you interested in credit repair services?

Yes

No

Are you in the market to purchase a home?

Yes

No

Funding Options/Bank Information

How would you like for your preparation fees to be paid for your services?

Pay upfront (No Bank Products)

Pay out of Tax Refund (Bank Products)

How would you like to recieve your refund?

Direct Deposit

Paper Check

Bank Name

Routing Number

Account Number

Account Type

Checking

Savings

CLIENT ENGAGEMENT LETTER

Abundant Innovative Solutions LLC appreciates the opportunity to prepare your individual income tax return for 2024. This letter sets form the services Abundant Innovative Solutions LLC provides as part of Tax preparation process, states potential conflicts of interest, and outlines your responsibilities as a client.

The return(s) will be prepared based upon information and documentation you provide without independent verification by Abundant Innovative Solutions LLC. Abundant Innovative Solutions LLC will provide you with a tax organizer to assist you in gathering and organizing the required tax return data to keep the tax preparation fees to a minimum. You will make available information about all your income and deductions so that substantially correct amounts of income and tax can be properly reported. It is your responsibility to maintain, in your records, the documentation necessary to support the data used in preparing your tax returns. Abundant Innovative Solutions LLC is not responsible for the disallowance of doubtful deductions or inadequately supported documentation, nor for the resulting taxes, penalties, and interest.

Upon the event the client receives a letter from the IRS stating that monies are owed for failure to submit all W-2’s, 1099’s etc., a fee of 178.00 will be charge for the amendment of the return.

You are also agreeing to Audit Protection fee of 62.99 as an additional fee to your tax preparation fee.

In the instance that any additional document preparation is require you are agreeing for all fees to be apply to your tax return. Once intake is submitted you are consenting to file your return with AIS. We do not offer free estimates. Estimates require a $50 deposit that will be applied to your total balance if you file with AIS. If you chose not to file the $50 is NON-REFUNDABLE.

By reading this you are also stating that you agree for Abundant Innovative Solutions, LLC to use and disclose your information to 3rd party banks and any other parties involved to complete your return.

By signing and printing your name below this is your consent to use all information provided by you and you are agreeing to the information provided above.

Your digital signature consents to all tax related documents that required signature for Abundant Innovative Solutions LLC to lawfully file your return.

I agree that all information provided is true and factual. I understand that falsifying information is against the law. I agree that upon completion of my tax return, if my return is intercepted and not paid, I am responsible for all preparation fees.

I agree

I disagree

Signature

Date