Spouse Information

Dependent(s)

Dependent #2

Dependent #3

Dependent #4

Deductions & Credits

Business Information

Please upload any of the following that apply to your business:

• Profit & Loss Statement (P&L)

• 1099 Forms (if issued)

• Income reports from payment processors (Cash App Business, Square, Stripe, PayPal, etc.)

• Large receipts or invoices for major business purchases

• Handwritten income and expense log

Business Use of Home

Mileage Deduction

Direct Deposit

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 Social Security Number (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.

In the event of a tax return reject or a tax return offset I authorize Opulence Financial Solutions to draft a ACH payment for the preparation fees from the bank on file.

I acknowledge that all information provided to Opulence Financial Solutions is true and accurate to the best of my knowledge.  I understand that I am required to have any supporting documentation to validate the information provided.  Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS, that I am taking part in a potentially criminal penalty situation and is punishable by law including but not limited to: facing court dates, restitution, and possible imprisonment.  I waive Opulence Financial Solutions and the preparer of any error due to incorrect information provided by me.  By signing below, I authorize Opulence Financial Solutions to file my tax return.

I acknowledge by signing this form if I and/or my spouse owes a federal/government debt such as IRS, child support, student loans etc., I/we are still responsible for tax preparation fees due to Opulence Financial Solutions at the time of service.

Also, if the federal refund amount is mailed, I/we are still responsible for the tax preparation fees stated on the invoice. If the tax preparation fees are not paid, I understand that once I have a confirm date of my tax return and it is taken to handle a previous debt, I/we understand that our account will be ACH debited within 3 business days from date it was taken. I do understand that I can reach out with one business day to setup a payment arrangement. If I/we fail to reach out the ACH debit will stay in place.

I understand Opulence Financial Solutions will take legal action to collect the unpaid tax preparation fees.

Consent and Agreement

By submitting this application, I understand and consent to providing my personal information, including but not limited to my full name, date of birth, social security number, and banking information. I acknowledge that this information is necessary for verification purposes, to grant me access to the software, and to ensure that I receive payment upon the funding of tax returns. I agree to the use of my personal information for these purposes and confirm that all information provided is accurate and up-to-date.