TAXES | FINANCIAL ADVISORY | BUSINESS | COACHING | LIFESTYLE
TAXES | FINANCIAL ADVISORY | BUSINESS | COACHING | LIFESTYLE
TAXES | FINANCIAL ADVISORY | BUSINESS | COACHING | LIFESTYLE
Tax Resources
Helpful information
when you need it
Taxes don't have to be confusing.
We've gathered helpful resources to make preparing,
filing and tracking your return easier.
Tax Resources
Helpful information
when you need it
Taxes don't have to be confusing.
We've gathered helpful resources to make preparing,
filing and tracking your return easier.
Tax Resources
Helpful information
when you need it
Taxes don't have to be confusing.
We've gathered helpful resources to make preparing,
filing and tracking your return easier.
What should I have ready for tax preparation?
Depending on your situation, documents may include:
Your tax professional may request additional documentation.
- Government-issued identification
- Social Security cards or ITIN information
- W-2s
- 1099s
- Self-employment income and expense records
- Dependent information
- Childcare information
- Mortgage interest statements
- Education tax documents
- Retirement income documents
- Health insurance tax documents, when applicable
- Business income and expense records
- Other documents related to your individual tax situation
What should I have ready for tax preparation?
Depending on your situation, documents may include:
Your tax professional may request additional documentation.
- Government-issued identification
- Social Security cards or ITIN information
- W-2s
- 1099s
- Self-employment income and expense records
- Dependent information
- Childcare information
- Mortgage interest statements
- Education tax documents
- Retirement income documents
- Health insurance tax documents, when applicable
- Business income and expense records
- Other documents related to your individual tax situation
Frequently Asked Questions
Answers, before you even ask
Do you offer virtual tax preparation?
Yes. Abundant Path Advisors offers a convenient virtual tax preparation process that allows clients to submit information and documents without having to complete the entire process in person.
How much does tax preparation cost?
Tax preparation fees vary depending on the complexity of your return and the services required.
Schedule your FREE 20-minute consultation to discuss services and pricing, or complete our intake to receive a free tax quote.
Do you prepare business tax returns?
Yes. Business tax preparation services are available. Schedule a free consultation so we can discuss your business and filing needs.
Do you work with self-employed and 1099 taxpayers?
Yes. We work with self-employed individuals, independent contractors and entrepreneurs who may have business income and deductible business expenses.
Can you prepare prior-year tax returns?
Yes. If you have unfiled prior-year returns, schedule a consultation to discuss which years need to be prepared.
Can you amend a tax return?
We can review previously filed returns to determine whether an amendment may be appropriate.
Do you offer refund advances?
Yes. Eligible tax clients may apply for a tax refund advance of up to $7,500 from January 2 through March 31.
Refund advances are subject to participating bank approval and eligibility requirements. Not everyone will qualify.
How long will my tax return take?
Preparation time varies depending on the complexity of the return, completeness of documentation and current tax-season volume. Providing complete and accurate information helps prevent unnecessary delays.
How long will it take to receive my IRS refund?
Refund processing times are determined by the IRS and can vary. Abundant Path Advisors cannot guarantee when a refund will be issued.
Do you provide year-round services?
Availability varies by service. Schedule a consultation to discuss your tax or business service needs.
Frequently Asked Questions
Answers, before you even ask
Do you offer virtual tax preparation?
Yes. Abundant Path Advisors offers a convenient virtual tax preparation process that allows clients to submit information and documents without having to complete the entire process in person.
How much does tax preparation cost?
Tax preparation fees vary depending on the complexity of your return and the services required.
Schedule your FREE 20-minute consultation to discuss services and pricing, or complete our intake to receive a free tax quote.
Do you prepare business tax returns?
Yes. Business tax preparation services are available. Schedule a free consultation so we can discuss your business and filing needs.
Do you work with self-employed and 1099 taxpayers?
Yes. We work with self-employed individuals, independent contractors and entrepreneurs who may have business income and deductible business expenses.
Can you prepare prior-year tax returns?
Yes. If you have unfiled prior-year returns, schedule a consultation to discuss which years need to be prepared.
Can you amend a tax return?
We can review previously filed returns to determine whether an amendment may be appropriate.
Do you offer refund advances?
Yes. Eligible tax clients may apply for a tax refund advance of up to $7,500 from January 2 through March 31.
Refund advances are subject to participating bank approval and eligibility requirements. Not everyone will qualify.
How long will my tax return take?
Preparation time varies depending on the complexity of the return, completeness of documentation and current tax-season volume. Providing complete and accurate information helps prevent unnecessary delays.
How long will it take to receive my IRS refund?
Refund processing times are determined by the IRS and can vary. Abundant Path Advisors cannot guarantee when a refund will be issued.
Do you provide year-round services?
Availability varies by service. Schedule a consultation to discuss your tax or business service needs.
Helpful Tax Links
Official tools, one click away
Helpful Tax Links
Official tools,
one click away
Still Have Questions?
You don't have to figure
everything out yourself
Let's discuss your needs and determine the right next step.
Still Have Questions?
You don't have to figure
everything out
yourself
Let's discuss your needs and determine the right next step.
Still Have Questions?
You don't have to figure
everything out yourself
Let's discuss your needs and determine the right next step.
Copyright 2026. Abundant Path Advisors. All Rights Reserved.
Tax Results Disclaimer: Tax outcomes vary based on each taxpayer's individual facts and circumstances. Abundant Path Advisors LLC does not guarantee any specific refund amount, tax savings or tax outcome.
Refund Advance Disclaimer: Tax refund advances are available January 2 through March 31 and are subject to eligibility requirements and participating bank approval. Advance amounts may vary. Not all applicants will qualify. A tax refund advance is not guaranteed.
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Copyright 2026. Abundant Path Advisors. All Rights Reserved.
Tax Results Disclaimer: Tax outcomes vary based on each taxpayer's individual facts and circumstances. Abundant Path Advisors LLC does not guarantee any specific refund amount, tax savings or tax outcome.
Refund Advance Disclaimer: Tax refund advances are available January 2 through March 31 and are subject to eligibility requirements and participating bank approval. Advance amounts may vary. Not all applicants will qualify. A tax refund advance is not guaranteed.