2020 Alpha Omega Tax Service Client Information

Information provided on this form is for 2020 Tax Year ONLY*

Please read the following statements and sign below.

Thank you for trusting ALPHA OMEGA TAX SERVICE LLC to assist with your tax affairs. This letter confirms the terms of our engagement and the nature/extent of services we will provide.

We will prepare your 2020 FEDERAL and STATE income tax return using information you provide to us.

Taxpayer(s) acknowledge that information submitted to ALPHA OMEGA TAX SERVICE LLC to prepare tax return can be substantiated by receipts, canceled checks and other documentations. ALPHA OMEGA TAX SERVICE LLC does not audit or use any procedures to discover defalcation or other irregularities. The only analysis work we will do is that which is necessary for preparation of your

This information provided to ALPHA OMEGA TAX SERVICE LLC is true, accurate and complete to the best of taxpayer(s) knowledge. The law imposes penalties when taxpayers understate their tax liability. If you have concerns about such penalties, please advise us. Taxpayer(s) understand that in the event of an audit, taxpayer(s) are responsible for gathering all necessary information for the audit. ALPHA OMEGA TAX SERVICE LLC is available to represent taxpayer(s) and assist putting such information together for the IRS or any state at the then current rate.

Taxpayer(s) understand they are responsible for their own tax return and hold ALPHA OMEGA TAX SERVICE LLC harmless for any misrepresentation of information that taxpayer(s) have provided to ALPHA OMEGA TAX SERVICE LLC that results in additional tax, interest and/or penalties assessed by the

If a dispute arises out of or related to this engagement or the obligations of the parties therein and if the dispute cannot be settled through negotiation, the parties agree first to try in good faith to settle the dispute by mediation. Disputes between ALPHA OMEGA TAX SERVICE LLC and taxpayer(s) must be filed and handled in Acadia Parish, Louisiana at each party own expense.

Taxpayer(s) have read and accept this engagement agreement with ALPHA OMEGA TAX SERVICE LLC and have reviewed Alpha Omega Tax Service LLC privacy policy. Written authorization must be provided to ALPHA OMEGA TAX SERVICE LLC before any copy or fax of tax return(s) information will be released to any outside party. (Example: mortgage company, financial institutions, educational institutions, etc

ALPHA OMEGA TAX SERVICE LLC will provide copy of tax return upon completion and payment. We suggest that you store this in a safe secure place. ALPHA OMEGA TAX SERVICE LLC retains our copies for 3 years. Request for additional copies are subject to a $35 fee per year/instance.

NO TAX RETURN WILL BE FILED UNTIL PAYMENT IS RECEIVED.
Taxpayer Signature*

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Spouse Signature

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1028 N Parkerson Ave #B Crowley, LA 70526

Office 337-250-4240 Text 337-581-9052

taxhelp@3taxladies.com

YES!

We are accepting

NEW Clients!
Due to ALL the recent tax law changes, please complete the following information. We realize this is new, but this form will help ensure we are providing the best service possible.

Not sure of some items? We will review the form with you. Please list any additional questions at the bottom of this form.
Taxpayer Name*
Taxpayer Occupation*
Taxpayer last FOUR of SSN*
Taxpayer Cell/Mobile Phone*
Email Address
example@example.com
Spouse Name
Spouse Occupation
Spouse last FOUR of SSN
Spouse Cell/Mobile Phone
Spouse Email
example@example.com
Mailing Address*
Check ALL that Apply for 2020 (include for both taxpayers if filing married joint)

Marital status change in 2020?Adding or Removing Dependents?I am claimed as a dependent on another tax returnCollege Tuition Paid/Scholarships Received? (1098T required)Was same person enrolled at least half-time?Cancelled checks/receipts required for Education Credits
W2 IncomeTip or Other IncomeUnemployment (Must have Tax forms)Interest IncomeSelf Employed (SE Data Sheet Required)Hobby Income1099 NEC (Non Employee Compensation) NEW FORM1099 MiscRental Property(E Data Sheet Required)Sale of StockK-1'sLottery or Gambling WinningsSocial Security/Railroad Retirement?Pension/Retirement IncomeEarly Withdrawal from retirement fund(1099R)Was Early Withdrawal related to COVID DisasterAlimony Paid/ReceivedPurchased New HomeSold Primary ResidenceContributed to retirement fundStudent Loan Interest (1098E)Cancellation of Debt? Foreclosure?Child Care Expenses(Must have provider SSN or EIN)Health Saving Account Distribution1099SA/5498-SAPurchase, sell or otherwise obtain Virtual CurrencyMarketplace health insurance? Need 1095'sCharitable Contributions (cash/non cash)Educator Expenses (up to $250)Receive inherited property?Sale of inherited property?Estimated $ to IRS/State for 2020? (Need dates/$)529 Education Deposits? (Need dates/$) State OnlyVolunteer fire fighter? LA ONLYVictim of Identity Theft?If yes, do you have a ID PIN from IRS?Ponzi scheme Victim?Federal Disaster Victim in 2020?Receive COVID Stimulus during Summer 2020?Receive COVID Stimulus during Jan 2021?If yes, provide details of Covid Stimulus Payments in NOTES Section
Tax refund to be direct deposited?Schedule Balance due payments for automatic payment on due date?
Interested in monthly IRS monitoring? Monitoring is available for $12.95 per month or $89 for a 12 month period.
Taxpayer and/or Spouse received $250 Louisiana Essential Covid payment?*
Due to Identity Theft and IRS requirements, a Valid (NON EXPIRED) Driver License/State ID will be verified at the time of signing.*
Tax Prep Fees are due at time of signing. Please indicate your payment preference. *
NOTES Please use this section for any notes and/or to provide additional information to help accurately prepare 2020 Tax Return.
IMPORTANT: UPON COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM YOU MUST CLICK THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO OUR OFFICE. CLOSING YOUR BROWSER BEFORE CLICKING THE "SUBMIT" BUTTON WILL DELETE ALL INFO WITHOUT SENDING TO US. IT SHOULD BE NOTED THAT UPON CLICKING THE SUBMIT BUTTON YOU WILL GET A CONFIRMATION EMAIL THAT WE RECEIVED YOUR INFO.

Please also note that to comply with federal and state identity theft protection efforts our firm will ask for a valid state issued photo identification card during your engagement.
Should be Empty:

Due to ALL the recent tax law changes, please complete the following information. We realize this is new, but this form will help ensure we are providing the best service possible.