2023 Client Information UD

We know the world is full of choices. Thank you for choosing us!

Check out our Facebook page for weekly giveaways!! We are accepting new tax clients this year, if you are happy with our service, please tell someone about us. Our goal is to provide the best possible service to you, our client.
Information provided is for TAX YEAR*
Returning or New Client?*
Please provide prior 2-3 year tax returns. How did you hear about us? If referred, please let us know by who.
We appreciate your trust and support of our family owned small business! :)
We look forward to the opportunity to work with you this year. We are a family owned small business and recognize the important of a taxperson who stays current on tax laws. :)

We appreciate your business!

This letter confirms the terms of our engagement and the nature/extent of services we will provide. We will prepare your 2023 FEDERAL and STATE Income Tax Return(s) using the following information you provide to us.
Taxpayer Legal Name*
Filing Status*

SingleMarried Filing JointMarried Filing SeparateHead of HouseholdOtherNot Sure
Single/Head of Household - If you will be signing your completed tax return electronically, please provide email address
Married Filing Joint - If you will be signing your COMPLETED TAX RETURN electronically, please provide email addresses
Married Filing Separate/Other/Not sure - If you will be signing your COMPLETED TAX RETURN electronically, please provide email address
Spouse Legal Name*
Thank you for trusting ALPHA OMEGA TAX SERVICE LLC, referred to as AOTS, 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 FEDERAL and STATE Income Tax Return(s) using the following information you provide to us.

Taxpayer(s) acknowledge that information submitted to AOTS to prepare tax return(s) can be substantiated by receipts, canceled checks and other documentations. AOTS 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 tax return.

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. AOTS 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 AOTS harmless for any misrepresentation of information that taxpayer(s) have provided to AOTS that result in additional tax, interest and/or penalties assessed by any Federal/State agency.

If a dispute arises out of or related to this engagement or the obligations of the parties therein and if any dispute cannot be settled through negotiation, the parties agree first to try in good faith to settle any dispute by mediation. Disputes between AOTS and taxpayer(s) must be filed and handled in Acadia Parish, Louisiana at each party own expense. Taxpayer(s) understand the maximum resolution cannot exceed the cost paid for tax preparation services paid to Alpha Omega Tax Service LLC.

AOTS will provide copy of tax return upon completion and payment. We suggest that you store this in a safe secure place. AOTS retains our copies for 3 years. Request for additional copies will be subject to a $35 fee per year/instance.
Taxpayer Legal Name (on SSN Card)
Last 4 of SSN*
Phone Number*
Please enter a valid phone number.
Taxpayer Occupation*
Taxpayer Email
example@example.com
Requesting a link to upload tax documents?*
S Legal Name (on SSN Card)*
Last 4 of Spouse SSN*
Spouse Phone Number*
Please enter a valid phone number.
Spouse Occupation*
Spouse Email Address
example@example.com
Did you move in 2023/2024?*
Current mailing address Type a label
Changes from last year?

Began receiving Social Security in 2023/2024Married/Divorced in 2023Death of Spouse/DependentAdding/Removing DependentSomeone claims me on their taxes
Do you work in or have ANY financial interest in a foreign country?*
Are you self employed or have any hobby income?*
Taxpayer or Spouse work in Education (K-12)?*
Are you claiming children/other dependents for 2023?*
Related to K-12th grade dependents - did you purchase school supplies, books, uniforms or pay school tuition? Including homeschool.
Are you claiming child/dependent care expense?
Anyone enrolled in College/Trade school during 2023?*
Who was enrolled in college/trade school during 2023?*
We have the following information for college/trade school.*

1098T from schoolCancelled checks for paymentSchool payment historyStudent was enrolled at least 1/2 time
Not sure of some items? We will review the form with you. Please list any additional questions at the bottom of this form.
Energy efficient improvements to main home*
Anyone listed on tax return obtain health insurance through the marketplace or marketplace provider? Must provided 1095A.*
You must provide a copy of the 1095'A.*
For current tax year, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell, exchange, or otherwise dispose of a digital asset (or a financial interest in a digital asset)?*
Has the IRS issued anyone listed on this tax return an Identity Theft Pin Number? *
We made estimated payments to IRS/State*
Refund/Balance Due Instructions*

Direct DepositRefund by mail/checkSchedule IRS/State payment for any amount due 5 days before due date.Provide Payment Voucher for me to mail any payments with.
Has bank information changed from last year?*
Bank Name for direct deposit.*
Last 4 number of account for direct deposit. THIS IS IMPORTANT!*
Additional Tax Information/Comments
Tax Prep Fees are due when return is completed. No tax return will be filed until fees are paid in full. Bookkeeping is bill separately. We do not offer free estimates. Returned payments will be charged $35 NSF Fee.*

Cash/CheckBank ACH payment ($3 fee)Credit Card (+4%CC Fee)Deduct from Refund($70 Add'l Fee Applies)
All information provided is truthful and accurate. Taxpayer has read and accepted this engagement agreement with AOTS and has reviewed AOTS privacy policy located at lovemytaxlady.com. Should taxpayer not complete the return, taxpayer will be billed for work completed based on time and complexity by AOTS. Taxpayer Initial*
Written authorization must be provided to AOTS before any copy or fax of tax return will be released to any outside party. Additional fees apply for this service. (Example: mortgage company, financial institutions, educational institutions, etc) Taxpayer Initial*
All information provided is truthful and accurate. Taxpayer/spouse has read and accepted this engagement agreement with AOTS and has reviewed AOTS privacy policy located at lovemytaxlady.com. Should taxpayer/spouse not complete the return, taxpayer/spouse will be billed for work completed based on time and complexity by AOTS. Spouse Initial*
Written authorization must be provided to AOTS before any copy or fax of tax return will be released to any outside party. Additional fees apply for this service. (Example: mortgage company, financial institutions, educational institutions, etc) Spouse Initial*
Taxpayer Signature Signature*
Spouse Signature Signature*
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We know the world is full of choices. Thank you for choosing us!

We appreciate your trust and support of our family owned small business! :)

We look forward to the opportunity to work with you this year. We are a family owned small business and recognize the important of a taxperson who stays current on tax laws. :)

We appreciate your business!