Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. The Tax Shelter is dedicated to meeting these goals with high standards of excellence and professionalism.
We earned the respect of the business and financial community through our dedication to hard work. Whether you are a current or prospective client, rest assured that individuals and businesses who choose The Tax Shelter receive expertise and timely service.
By knowing we care, clients feel extremely important. We go above and beyond to make the client experience amazing — renowned expertise provided in an environment that makes it easy and stress-free. We work for the client and serve in a personable, helpful, and caring way.
We inspire, serve, and support each other every day. The client is served by a company and a team, not by a person.
We believe in innovative technology and always seek more advanced and efficient options. As people, we are constantly learning and adapting to maintain the highest level of professional education and knowledge for our clients.
In the way we act, live, communicate, and treat everyone. We hold a reputation of professional excellence in our service to our clients and our community.
In 1971, John Lill and Johnny Fowler founded The Tax Shelter on Baxter Street in Athens, Georgia, under the corporate name of National Tax. After preparing taxes out of their homes for many years, Mr. Fowler and Mr. Lill made the decision to form a company together. They concentrated on growing the tax business while Mary Lill, John's wife, performed bookkeeping, payroll, and business services.
The firm has always focused on excellent customer service and being on the cutting edge of technology. The Tax Shelter bought its first PCs in the early 80s and was preparing returns on computers before anyone else in the Athens area. Electronic filing began in 1986, and again The Tax Shelter was the first firm in Athens to participate.
By 1989, the firm needed more space and moved to Hawthorne Avenue in Athens. Ken Lill, John's son, started his career in Atlanta in the early 1990s, came to work at The Tax Shelter in 1996, and purchased an ownership interest shortly thereafter, taking an active management role in 2000. John Lill retired from management in 2004, but the firm continues his policies of exceptional customer service and cutting-edge technology.
In 2009, we purchased the lot next to our office and added a new building that houses all of our services in the Athens area. We have the expertise and knowledge of a traditional CPA firm, can handle the tax volume of a franchise operation, and pride ourselves on having the best customer service in the industry. As we continue, we strive to maintain our focus on John's founding principles of excellent customer service and cutting-edge technology.
Book online, call (706) 353-1711, or stop by the Athens office.
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