Lehman, Hershberger & Company P.C.

Certified Public Accountants

  We see beyond the numbers to what matters most.

 

Goshen Office

301 W. Lincoln Ave.

Goshen, IN  46526

Phone: 574-533-8857

Fax: 574-534-5443

RLehman@lhpc.us

 

Shipshewana Office

P.O. Box 216

305 E. Main St.

Shipshewana, IN  46565

Phone: 260-768-4552

Fax: 260-768-4001

BrianH@lhpc.us


 

Document
W-9

December 2017


Dear Friend & Valued Client:

The staff at Lehman, Hershberger & Company P.C. hopes your holiday season is Merry and Bright!  It’s hard to believe, but it’s time to start thinking about taxes again!  We want to sincerely thank you for allowing us to be of assistance in the past, and we certainly look forward to seeing you soon.


Expecting a federal refund? In 2018, the IRS again expects to issue more than nine out of 10 refunds in less than 21 days. However, by law the IRS cannot issue refunds if the return claims the Earned Income Tax Credit or Additional Child Tax Credit before mid-February. This law applies to the entire refund and helps the IRS detect and prevent tax fraud.


Tax Organizers:

To assist you in gathering your tax information, we have tax information organizers available on our website:  www.LHPC.us.  If you prefer printed copies, simply stop in or give us a call at (574) 533-8857.  On the back of this letter you will find some valuable information, including a list of due dates and deadlines for 2018.


Important Info:


  • Filing an Extension does not give you an extension to pay!  Even if an extension is filed, the IRS and State will assess penalties and interest on the amount due from the original due date.
  • If you owe tax and cannot pay, file your returns anyway in order to avoid late filing penalties.
  • The Affordable Care Act (ACA) will affect each taxpayer’s return.  As of Jan. 1, 2014, each taxpayer and all dependents listed on the return must have health insurance or qualify for an exemption from the ACA.  Please complete the chart pertaining to health insurance to help us determine if you meet the individual mandate and if you qualify for the premium tax credit.  Please include any form 1095-A, 1095-B, or 1095-C you or anyone in your tax household receives.
  • Our extended evening & Saturday office hourswill start on Jan. 22th.  Before that, our offices will be open 8a-5p Mon-Fri. 
    • Cash, check or money order,
    • Visa or MasterCard (3% additional fee to cover bank charges),
    • Fee Collect ($30 additional fee) - This service allows you to have your tax preparation fees deducted directly from your federal tax refund.


Payment Terms:

As always, payment for services is due when you pick up your returns.  We do, however, offer the following payment options: 

  • Cash, check or money order,
  • Visa or MasterCard (3% additional fee to cover bank charges),
  • Fee Collect ($30 additional fee) - This service allows you to have your tax preparation fees deducted directly from your federal tax refund.

    Here’s wishing you a Merry Christmas and a very Blessed New Year!!


    Lehman, Hershberger & Company P.C.