Please fill-up the information within the current year only.

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.

Please Include:

Your Driver's License/ID
SSN Card and/or Birth Certificate for Dependents (if available)
All Tax Forms Received
Child Care Provider record (if applicable)
Rent/Utility Bill (If Filing Head of Household)

DBA

EIN

BANK STATEMENTS/1099K

Letter of Engagement
 

Dear  ,

Thank you for the opportunity to work with you in preparing your income tax returns.  To foster a complete understanding of our relationship, take a moment to review the following information.

We will prepare your income tax returns based solely on the information you furnish to us.  Upon completion of your tax returns we will return any original tax documents to you.  From time to time our office may retain scanned copies of your documents for our records, however you should retain all documents, cancelled checks and other data that form the basis of income and deductions and other tax return forms, schedules, elections and disclosures.  Such documents include but are not limited to, proper records to support deductions claimed for meals, entertainment, travel, business gifts, charitable contributions, and vehicle use (if applicable), as well as bank and credit card statements.  These records will be necessary to prove the accuracy and completeness of the returns to taxing authorities, should your returns be selected for examination. We recommend keeping all documents and copies of your returns for a minimum of five years after you file your tax returns or after their due date, whichever is later.

Our work in connection with the preparation of your income tax returns cannot be relied upon to disclose errors, irregularities or illegal acts, including, without limitation, fraud that may exist within the documents or figures you provide.  We will use our professional judgment in resolving questions where the tax law is unclear or where there may be conflicts between the tax authority’s interpretations of the tax law and other supportable positions.  Unless instructed by you, we will take a tax position in your favor whenever reasonable.  We cannot provide any assurance that tax positions taken will not be challenged or ensure the ultimate outcome of such a challenge.  Moreover, we cannot be responsible for issues arising from any income, expenses or other information not provided to us at the time of tax preparation or prior to the filing of your returns. 

PLEASE NOTE. If you change your mind and choose not to allow us to file your return and we have completed it, there will be a charge of $75.00 that will be due immediately. Should a situation arise where services have been rendered but payment is not received and our firm is forced to or elects to pursue legal action to collect fees due to us, you may be asked to reimburse our firm for the costs to collect any outstanding balance.

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.