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Income Tax Services

Helping you file your taxes.

At The Tax Shelter of Athens, GA, we commit to focusing on your specific needs with a wide range of accounting and advisory services. Our experts have the experience to deliver the right solutions and approaches to fit your needs.

We have years of experience with income tax services, bringing our Athens, GA customers the best income tax returns possible. Filing an income tax can quickly become a complicated process. If you itemize your income tax return, there are many things that can become deductions and therefore minimize the amount you owe – The experts at The Tax Shelter will ensure that you are getting every legal deduction when providing you with our income tax services.

The experts at The Tax Shelter will ensure that you are getting every legal deduction when providing you with our income tax services.

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Income Tax Services

If you itemize your income tax return, there are many things that can become deductions and therefore minimize the amount you owe. Some are rather odd. For instance did you know that the cost of moving your pet when relocating for a new job is tax deductible? Or that if you have a medical condition that can be alleviated by a swimming regimen that you may be able to claim your swimming pool as a tax deduction?

The experts at The Tax Shelter in Athens, GA will help you find every legal and applicable deduction, and cut through the complexity and confusion to ensure you pay only the amount of tax you really owe on your income tax return.

Federal, state, and local tax laws are a confusing jumble of forms, documents, rules, and regulations. You need the tax services of the qualified professionals at The Tax Shelter of Athens, Ga to ensure that you receive every advantage and that your taxes are done correctly. You wouldn’t try to perform brain surgery on yourself, would you? For both taxes and brain surgery, hiring a real professional is the most logical solution. The Tax Shelter of Athens, Ga has a variety of tax preparation services to help you!

The Tax Shelter can help you through the tax maze whether you are an individual, the head of a household, or the head of a business. We work hard to find every available deduction to ensure you are solely paying the amount of tax you truly owe.

Tax Problem Resolution should most certainly be left to Athens Ga Tax Shelter professionals. Does the IRS or the State have a lien on your property or a levy on your wages or bank account? The Tax Shelter offers full tax problem resolution services. We prepare the necessary forms and represent you before the IRS or the state. We assist you in getting your lien and/or levy released and institute a payment arrangement plan to fit your current financial situation. We also prepare Offers in Compromise based upon an hourly fee, not a percentage of the tax compromised.

Small business tax return preparation and income tax return filing is a core service at The Tax Shelter of Athens Ga. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor, a properly prepared tax return can minimize the tax you owe. We have prepared hundreds of federal and state tax returns for both service and manufacturing companies.

Not sure how to handle your latest tax problems? You shouldn’t have to! We don’t want you to stress over tax problem resolutions. We think these problems should most certainly be left to the professionals. You can trust The Tax Shelter to handle all your problems with urgency and care. Because of our concentrated size, our clients get the benefit of personal, specialized care, and a trusting relationship with our firm. Does the IRS or the State have a lien on your property? Is there a levy on your wages or bank account? These aren’t problems to be taken lightly; we respect the value of your money! The Tax Shelter offers IRS representation and theist tax problem resolutions.

The Tax Shelter offers full tax problem resolution services for these types of problems; it’s what we are here for! We take time to carefully prepare the necessary forms for the best IRS representation or state representation. We want to have your lien and/or levy released completely so that you no longer feel bound by taxes. We can arrange feasible payment arrangements that fit your budget and lifestyle. We want to do what is best for you and your financial situation. We also prepare Offers in Compromise based on an hourly fee, not a percentage of the tax compromised. Let The Tax Shelter be your problem solvers and help you untangle the web of tax lockdown.

We don’t want you to stress about your tax returns! Let The Tax Shelter lighten your load. Tax return forms can be difficult to navigate and stressful to complete. We are fully equipped with knowledge of taxes, the IRS, and their procedures. Though the forms may seem intimidating, our agents are experienced and knowledgeable. We make sure all of The Tax Shelter agents are confident in completing each area of the forms and are able to answer any question or resolve any problem that might arise. We know the answers to your frequently asked questions and we would love to assist you!

Our goal is to get you through the tax return process as quickly as possible and without complication. People often make the mistake of trying to complete the forms on their own or choosing an agency that is not efficient in their work. This turns the tax return process into a long and bumpy road. Believe it or not, it can be a quick and smooth process with our help.

While we are experts at Georgia state income tax returns, we can also help you file state income tax returns in other states to help you to maximize your returns there as well.

Electronic Filing is the fastest, most accurate way to file your taxes! Let The Tax Shelter file your Federal taxes electronically with IRS e-file – an authorized provider. Get your refund back fast and reduce the chance of receiving an error notice from the IRS. Even if you owe a balance, file early and pay later using e-file.

ESTATES

An estate or trust is an entity that can be set up in order to protect your assets from excessive taxation.  

Estates report income after an individual has become deceased. Typically estates are established when there is a passive income stream such as interest, dividends, capital gains or partnership distributions. This income must be reported to the IRS. Estates pay a tax on the value of the assets in the estate, which is typically referred to as the estate tax. There is also another taxation on the estate income which is different from individual income tax.

TRUSTS

Trusts are a tax entity as well. A trust is established in order to protect an individual’s assets. Typically we think of an inheritance as being protected by a trust however a trust might take effect upon a person’s death in order to distribute income to beneficiaries. A trust is an entirely different entity than the person who created the trust. The trust needs to have its own income and tax forms.


With both estates and trusts, there are many complexities to consider. While it is perfectly legitimate to use either to protect your assets, the IRS heavily scrutinizes both. This strict scrutiny is used in order to catch people using a trust or an estate to illegally hide income or assets.

The Tax Shelter has great experience in both entities. If you or a loved one is seeking guidance and professional assistance in the establishment of an estate or trust then contact The Tax Shelter today.  One consultation could end up saving you thousands of dollars and eliminate heartfelt concerns.

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