New Clients

Welcome to Herman Tax Services PLC.

We know it can be a difficult transition working with a new tax preparer. We want to make the process as simple and painless as possible.

For Individual taxpayers (Form 1040) we offer full service tax preparation of Federal and State(s) tax returns. If you are new to Arizona, we can prepare your Part Year return for your new home state as well as returns for any other states you may have resided in.

How things work

Once we have established a relationship with a new client, the process is very straightforward. As a new client, however, we do things a little differently.

Our first order of business is to arrange a time for us to meet face-to-face. Often this takes place well before tax season. However, we do meet the majority of our new clients during tax season. We ask that you make an appointment and meet with us to make sure we are a good match for each other. These introductory meetings allow us ample time to discuss your particular situation and answer any questions you may have about your tax situation, our services and our fees. This is treated as a free consultation. If we decide we are not a good match, no problem! There is no fee for this service.

If everything goes well, as it usually does, we will go through a detailed review of the documents and information you have provided; ask any questions that we have about your situation; determine if there is any missing information that we will need before we begin the return; review our fees and Engagement Letter and finally, we will welcome you aboard as one of our new clients and determine when you can expect to return for your completed returns.

All new clients are asked to provide the following:

  1. Copies of the at least the previous TWO completed tax returns.
  2. A signed 2016 Individual Tax Engagement Letter
  3. A completed, signed 2016 Client Organizer
  4. Signed or Unsigned 2016 Section 7216 Use Form

We may also ask you to provide identification, although that is not generally required as long as we have met in person and you plan to physically sign your tax returns.

If you were referred by one of our colleagues or clients, please let us know. If not, tell us how you came to find us.


Because we are a full-service accounting office, we are available year-round. We encourage our clients to call us or visit the office if they have any questions during the year. We would much rather provide you some advice before you make a decision than have to try and fix it afterward. We do not bill separately for this level of service. You won’t get an invoice just for calling and asking a question. We will make a note in the file and adjust the pricing level in subsequent years based on the level of service you require during the year.


Our fees for the preparation of returns vary, but are based upon complexity and the amount of time required to prepare your return.

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