The Tax Shelter

The Tax Shelter No annoying tax professional lingo. Just straight, authoritative and friendly expert advice. Visit us: thetaxshelter.com Or give us a call: 706-353-1711
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The Tax Shelter is a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. We aim to provide you with resources to assist in the tax process and financial decision-making. Whether you are an individual or business The Tax Shelter has years of valuable experience assisting professionals

with their accounting needs. We welcome any questions or comments you may have. Feel free to contact us at any time. As your business advisor, we will help you make the best financial decisions so you can continue to profit and grow. Two offices to serve you:
2440 Wall Street, Suite A 630
Conyers, GA 30013
770-929-3040

630 Hawthorne Ave. Athens, GA 30606
706-353-1711

05/09/2022

The Tax Shelter is a full-service accounting firm dedicated to providing our clients with professional and personalized guidance in a wide range of tax and accounting services. We are based in Athens, GA. This is a full-time (30 to 40 hrs), part in-office and part remote opportunity accounting position available for immediate fill.

Primary role will be accounting along with individual and opportunity to learn corporate tax preparation. Accounting and QuickBooks experience is a plus and can be trained if interested.

The Ideal Candidate:

Competent and coachable
Enjoys working in a team environment with training and a support staff
Looking to grow professionally, personally, and financially
Adheres to The Tax Shelter Core Values

Requirements:

1 year hands on accounting or financial based experience
2 year or 4-year degree required
Great time management and organization skills

This Job Is:

An opportunity to be a long-term career offering higher than industry compensation with an awesome team
An opportunity for advancement and accounting department management roles
An opportunity to serve local business owners through accounting and business financial reporting/consulting

Compensation:

Salary with opportunities for bonus and tremendous growth
Pay for year 1 - $50k to $75k depending on experience, volume, etc.
Growth in pay per year and earning potential

Benefits:

Full support staff (training, Q&A, receptionist, admin, scanners, filers, schedulers, etc.)
Encouragement and pay for additional education and licensing
A business celebrating its 50th year in Athens
Fun environment with professional office and staff
Private office with all new equipment and software, all tools to make your job easier and more successful

The tax deadline for individuals is rapidly approaching. If you haven’t filed yet, we would be happy to file and extensi...
04/05/2022

The tax deadline for individuals is rapidly approaching. If you haven’t filed yet, we would be happy to file and extension for you. Please visit thetaxshelter.com or call (706) 353-1711 for more information.

‼️The corporate tax deadline for all S-Corps and Partnerships is March 15th! If you need more time to file, we can reque...
03/03/2022

‼️The corporate tax deadline for all S-Corps and Partnerships is March 15th! If you need more time to file, we can request a six month extension. ‼️

With the everchanging guidelines due to Covid-19, public schools need more funding to meet demands than ever before. Gov...
09/01/2021

With the everchanging guidelines due to Covid-19, public schools need more funding to meet demands than ever before. Governor Brian Kemp recently signed a bill to help encourage donations to public schools by offering a dollar-for-dollar tax credit on Georgia state income tax credits. The legislation merged two educational foundations expanding their capacity for fundraising and incentivizing financial contributions. Georgia individuals and corporations can donate to public education via the Qualified Education Donation tax credit (QED) and receive a dollar-for-dollar tax credit on their Georgia state income taxes. The tax credit is capped at $5 million and is approved on a first-come, first-serve basis.

How do you receive the tax credit?

Donating and receiving the Qualified Education Donation Tax Credit is a five-step process. Request Pre-Approval (this is NOT your donation):
1. Use this link to request pre-approval: https://fs3.formsite.com/GOSAGHP/GAQED/index.html?1622813112303
2. Within 30 days from the date Form IT-QED-TP1 is received, the Department of Revenue and the Innovation Fund Foundation will notify each taxpayer via mail and email of the pre-approved contribution amount. NOTE: The tax credit is granted on a first come, first served basis based on the date the Department of Revenue receives Form IT-QED-TP1. Taxpayers should not make a donation prior to receiving pre-approval confirmation from the Department of Revenue.
3. Mail Donation: Within 60 days from the date of receiving pre-approval, the taxpayer can mail a check for up to the pre-approved amount to the Innovation Fund Foundation. Any donated amount exceeding the pre-approved amount will be considered a tax-deductible gift (rather than the full tax credit). If taxpayers donate less than their pre-approved amount, those credits do not become available to other taxpayers. Therefore, taxpayers should only request pre-approval for credits they intend to use.
Please mail your contribution and a copy of your pre-approval letter directly to the Innovation Fund Foundation accounting at the below address:
Innovation Fund Foundation
Qualified Education Donation Tax Credit
c/o Qbix Accounting Solutions, Inc.
500A Northside Crossing
Macon, GA 31210
4. Receive Form IT-QED-FUND1: Within 15 days of receiving your donation, the Innovation Fund Foundation will provide you a letter of confirmation (Form IT-QED-FUND1).
5. Claim Your Tax Credit: Complete and submit Form IT-QED-TP2 with your Georgia tax return to claim the tax credit

Is There a Limit on How Much I Can Donate?

Yes. Please see below for the contribution limits. Please note, tax credits are only available until the annual $5 million cap is reached.

Individuals
• A married couple filing a joint return can redirect up to $2,500 of their income tax payments
• A married couple filing a separate return can redirect up to $1,250 (each) of their income tax payments
• A single individual can redirect up to $1,000 of his or her income tax payments
Corporations
• For "C" corporations, the tax credit is available up to 75% of their annual Georgia income tax liability.
• Members of limited liability companies, shareholders of "S" Corporations, and partners in partnerships are allowed a Georgia income tax credit for up to $10,000 of the amount they contribute, so long as they would have paid Georgia income tax in that amount on their share of taxable income.

This Memorial Day, we remember the men and women who have given their lives in service to our country. Thank you to all ...
05/31/2021

This Memorial Day, we remember the men and women who have given their lives in service to our country. Thank you to all who have served!

Check out our very own podcast, The Entrepreneur Adventure. Our goal is to give entrepreneurs the tools to climb higher ...
05/28/2021

Check out our very own podcast, The Entrepreneur Adventure. Our goal is to give entrepreneurs the tools to climb higher than ever before by discussing topics like startups, personal development, leadership and management. We also discuss the latest tax-related news and tax tips.

Did you know we were founded in 1971 on Baxter Street in Athens, Georgia, under the corporate name of National Tax? Our ...
05/26/2021

Did you know we were founded in 1971 on Baxter Street in Athens, Georgia, under the corporate name of National Tax? Our mission has always been to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. The Tax Shelter is dedicated to meeting these goals with high standards of excellence and professionalism. Call our office at 706.353.1711 or visit our website: https://www.thetaxshelter.com/contact

Meet one of our Tax Professionals, Marc Mosley! He has over 17 years of experience in tax preparation and is licensed as...
05/24/2021

Meet one of our Tax Professionals, Marc Mosley! He has over 17 years of experience in tax preparation and is licensed as an Enrolled Agent with the Internal Revenue Service. His specialties include preparation of tax returns for individuals and multiple entities including partnerships and S corps. Marc enjoys working at The Tax Shelter because we serve such a large variety of clients regardless of their income or financial situation. Marc is an avid golfer who loves to travel and play courses around the world. Thank you, Marc for your hard work and dedication to The Tax Shelter. We are honored to have you on our team. https://www.thetaxshelter.com/contact

05/24/2021

We are hiring! We are looking for an awesome CPA, Tax Professional, or Accountant! The Tax Shelter is looking to hire a new team member and open to a conversation with anyone interested! This is an exceptional opportunity for someone with experience to work with a firm that offers a different and fresh approach! We value work/life balance, an extraverted team environment, huge opportunity for growth based on volume and not on years served, helping you meet the goals that you select, and high-end customer service and communication. If this is something that may interest you, we would love to have a conversation about how this could be a win for you.

What all do we offer:
Salary plus high commission compensation
Want or need an assistant? We can make that happen.
Scheduled weekly time off during tax season (work/life balance)
Flexibility in schedule May – Dec
Support staff, mentors, weekly high-level training meetings
Private offices in the center of Athens
Systems and experience to serve the customer at a high level and as efficient as possible
A firm with 50 years experience in Athens that values our team, our customers, and our community

The Ideal Candidate:
Competent and coachable
Enjoys working in a team environment with training and a support staff
Looking to grow professionally, personally, and financially
Adheres to The Tax Shelter Core Values

Requirements:
Minimum 2+ years hands on tax or accounting experience
CPA or EA is a huge plus but not required
2 year or 4-year degree required
Great time management and communication skills

Compensation:
Salary plus a commission of billed work or commission based on management of a team
Tremendous opportunity for growth
Growth in pay each year and unlimited earning potential

Benefits:
Full support staff (training, Q&A, receptionist, transmitters, scanners, filers, schedulers, etc.)
Encouragement and pay for additional education and licensing
Work for a business celebrating its 50th year in Athens
Fun environment and professional staff
Private office with the most up to date software and tools


Does this interest you? Start the conversation by sending a resume or calling to ask any questions you may have: [email protected]
Elizabeth – 706-353-1711

At The Tax Shelter, we provide on-site consulting, an innovative approach to maintaining your current accounting system....
05/19/2021

At The Tax Shelter, we provide on-site consulting, an innovative approach to maintaining your current accounting system. With this service, we travel to your location and set up your accounting software. We take the time to train your staff to know the ends and outs of the accounting software. Our goal is to aid your business in being the best it can be! Contact us to learn more! https://www.thetaxshelter.com/our-services-1

It's Tax Day! Be sure to have all your income tax returns submitted by the end of the day today to avoid paying interest...
05/17/2021

It's Tax Day! Be sure to have all your income tax returns submitted by the end of the day today to avoid paying interest and late penalties! If you have any last-minute questions, give our office a call 706.353.1711

Reminder.....Tax Day is TOMORROW! Don't file late and incur penalties. Contact us today, and we can help!
05/16/2021

Reminder.....Tax Day is TOMORROW! Don't file late and incur penalties. Contact us today, and we can help!

Address

630 Hawthorne Avenue
Athens, GA
30606

Opening Hours

Monday 8:30am - 8pm
Tuesday 8am - 8pm
Wednesday 8am - 8pm
Thursday 8am - 8pm
Friday 8am - 8pm
Saturday 9am - 5pm

Telephone

(706) 353-1711

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