Tax Preparation Services
Necessary Forms for Tax Preparation Services
Please bring the following documents when you meet with Hersman & Associates for accounting and tax preparation services.
• K-1 Forms from Partnership
• 1099 Misc. • 1099 Interest
• 1099-B • Form of Identification
• W-2 • 1099-SSA for Social Security
Please bring any tax related documents with you during your consultation, the following is a list of items that are tax related and may be applicable to you:
• Tax-Related Spreadsheets
• Real Estate Taxes • Tax-Related Receipts
• Medical Expenses • Tax-Related Charitable Gifts
• Rental Property Expenses • Day Care-Related Expenses
Free Services that other tax preparation companies charge for:
- E-File–tax returns are electronically filed at no additional charge.
- Fee Collect–tax preparation fee can be withheld from your refund at no additional charge.
- Audit Protection–we will assist you if you are ever audited by the IRS or other tax agency for any tax return we prepared at no additional charge.