I certify that all information provided is accurate and complete to the best of my knowledge. I authorize Opulence Financial Solutions to collect and process my sensitive data, including but not limited to personal identification, government-issued identification, and SSN. I have reviewed and agree to the terms and conditions and privacy policy of Opulence Financial Solutions. By signing below, I acknowledge that I have read, understood, and accepted both my responsibilities and those of Opulence Financial Solutions in the preparation of my tax return.
I understand for an amendment return all fees are to be paid upfront.
I authorize Opulence Financial Solutions to draft a ACH payment for the preparation fees from the bank on file.
Required Documents for Upload
Please upload the following documents to proceed:
Valid Driver’s License or State Identification
Social Security Card
Copy of Original Tax Return (if applicable)
IRS Transcripts Required:
W-2 Wage and Income Transcript
Form 1040 Tax Return Transcript
1040 Account Transcript
Important Notice:
If your original tax return was prepared and filed by our office, these documents are not required.