Please find our record retention schedule here.

To help you get "organized" for your tax appointment please print our blank organizer to prepare.

Here is a list of qualifications/documentation requirements to be eligible for the first time home buyer credit.

If you would like our office to file a 2009 tax extension request for you click here. This is for Herman & Associates internal use only, DO NOT file this request with the IRS.  

Additional services our office offers: 

•  Excise Reporting (Monthly, Quarterly, Annually)
• SAIF Reporting (Oregon)
• Fuel Reports
• Annual Forms 1099 & 1096 (Nonemployee Pay reporting)
• General Bookkeeping (A/P, A/R, Financial Statements)