If you are in need of an extension for your current year individual income tax return, please fill out the extension request form located under other services and return it to our office via fax, mail, drop off, or email at extension@herman-associates.com.

Our office requires written consent to provide any information to outside parties. Please find our consent form here.

Please find our record retention schedule here.

To help you get organized please see our new  fillable Tax Organizer form. This can be found by going into Tax Tools - IRS Forms and it is located at the top of the page. Click the button that says : "Download the Tax Organizer form pdf."

If you are an existing or returning client and would like the Tax Organizer that includes all the worksheets specific to your taxes please contact our office.

Please find the Standard Milage Rate Chart here :

https://www.irs.gov/tax-professionals/standard-mileage-rates 

Click the following link if you need to record stock sales: Stock Sales Worksheet

W9 Link: http://www.irs.gov/pub/irs-pdf/fw9.pdf?portlet=3

W4 Link: http://www.irs.gov/pub/irs-pdf/fw4.pdf

W4 Spanish Link: https://www.irs.gov/pub/irs-prior/fw4sp--2020.pdf

Oregon W4 Link: https://www.oregon.gov/DOR/forms/FormsPubs/form-or-W-4_101-402_2020.pdf

Oregon Bureau of Labor and Industries (required employer posters):

https://www.oregon.gov/boli/ta/pages/req_post.aspx

Washington Labor and Industries (required employer posters):

https://lni.wa.gov/forms-publications/required-workplace-posters

Wheres My Refund?

Taxpayers can generally get information about their refunds 72 hours after the IRS acknowledges receipt of their e-filed returns, or three to four weeks after mailing a paper return.

Please have the following information from your tax return:

1. Social Security Number or Individual Taxpayer Identification Number
2. Filing status
3. The exact whole dollar amount of your anticipated refund

If the U.S. Postal Service returns the taxpayer’s refund to the IRS, the individual may be able to use “Where’s My Refund?” to change the address the IRS has on file, on-line.

Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent: http://www.irs.gov/pub/irs-pdf/f8332.pdf