• We don't stop at tax season -  We're available year-round to serve you!

    We don't stop at tax season - We're available year-round to serve you!

  • 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.

  • We don't stop at tax season -  We're available year-round to serve you!

    We don't stop at tax season - We're available year-round to serve you!

  • Taxpayer date of birth   *   

  • Spouse date of birth   *   

  • 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 FEDERAL and STATE Income Tax Return(s) using the following information you provide to us.
  • ALPHA OMEGA TAX SERVICE 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 documentation. 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 AOTS.

    AOTS will provide a 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. Requests for additional copies will be subject to a $35 fee per year/instance.

    Bookkeeping, estimates, and/or response to any notices are NOT included in any Tax Prep fees and are billed separately. Unpaid invoices are subject to late fees of 5% per month and may be submitted for collection. Returned checks will result in a $35 NSF fee. Any notices received by taxpayer(s) must be delivered to AOTS within 10 days. Do not email documents containing non-public information to us.

  • All information provided is truthful and accurate. Should taxpayer(s) not complete the return, taxpayer(s) will be billed for work completed based on time and complexity by AOTS. Taxpayer(s) have read and accepted this engagement agreement with AOTS and have reviewed AOTS privacy policy located at lovemytaxlady.com. 

    *

  • All information provided is truthful and accurate. Should taxpayer(s) not complete the return, taxpayer(s) will be billed for work completed based on time and complexity by AOTS. Taxpayer(s) have read and accepted this engagement agreement with AOTS and have reviewed AOTS privacy policy located at lovemytaxlady.com. 

    *

  • Written authorization must be provided to AOTS before any copy or fax of tax 
    return(s) information will be released to any outside party. Additional fees apply for this service.
     (Example: mortgage company, financial institutions, educational institutions, etc)
    *

  • Written authorization must be provided to AOTS before any copy or fax of tax 
    return(s) information will be released to any outside party. Additional fees apply for this service.
     (Example: mortgage company, financial institutions, educational institutions, etc)
    *

  • Signature for accepting the terms and conditions of this document.   *   

  • Signature for accepting the terms and conditions of this document.   *   

  • Not sure of some items? We will review the form with you. Please list any additional questions at the bottom of this form. 

  • Current mailing address        

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