AMENDMENT INTAKE FORM

GRAB YOUR TRANSCRIPT (RETURN & ACCOUNT)
CHECK THE STATUS OF YOUR AMENDED RETURN
GET AMENDMENT READY

Before paying for your amendment services, be sure to have all of this readily available.
AMENDMENT INTAKE FORM
Name*

First NameLast Name
Address

Street Address

Street Address Line 2

CityState

Zip Code
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Whats the status of your return?
Do you have access to ID.ME?*

YesNo
Do you have access to the tax return?

YesNo
Which tax year are you needing Amended?
Are you able to afford our services upfront?*

YesNo
Bank Name:*
Bank Account Number:*
Bank Routing Number:*
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.
File Upload*

Cancelof
Signature*

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