The Tax Shelter, Altoona, PA, A.C. Stickel, Income Taxes, Payroll and Bookkeeping
The Tax Shelter
301 Union Ave
Altoona, PA 16602
(814) 944-9000
Tax Season Hours:
Mon-Fri 9a-8p | Sat 9a-3p
Tax Countdown
Time left to file 2017 taxes:
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Services

Income Tax Preparation

taxes

Are you tired of paying too much for a national franchise to prepare your income tax return and still not confident it’s correct? Have you tried using packaged software that guarantees the math, but won’t represent you before the I.R.S.? Let The Tax Shelter prepare your tax returns and make sure you’re getting every deduction allowed by law.

Regardless of your entity type, The Tax Shelter will prepare your Federal, State and applicable local tax returns and file them electronically (PA local return electronic filing will begin with Tax Year 2013.) While located in Pennsylvania, The Tax Shelter can accurately complete returns for any state you need prepared. If you are a non-resident, part year-resident, or have multi-state income, we can still prepare your returns.


What to bring with you...

  • Client Questionnaire
  • Income Statements - W-2’s 1099-MISC etc.
  • Rental Income & Expenses
  • Retirement Income – 1099-R, Social Security
  • Out of Pocket Healthcare Expenses
  • Mortgage Interest
  • Property Taxes
  • Charitable Contributions
  • Union Dues
  • Uniforms / Protective Wear etc.
  • Business Income & Expenses
  • Interest & Dividend Statements - 1099-INT, DIV, etc
  • Sale of Stock information – Form 1098-B
  • Education Expenses - Form 1098-T
  • Child Care Expenses (including provider information)
  • Vehicle Business Expense Log
  • Office in Home Worksheet
  • Canceled Debt – Form 1099-C
  • IRA Contributions

Refund Options

Information to come...

Electronic Filing

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Since we opened our doors, The Tax Shelter has been filing all eligible returns electronically. This method is very secure and in most cases is now REQUIRED by the I.R.S. For clients expecting a refund, these refunds will arrive as much as 8 weeks sooner. For clients with a payment due, e-filing will ensure the return is filed on-time, thus avoiding additional penalties.

Payroll

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Are you spending more time preparing your payroll or the payroll reports than you are on your business? Are you prepared for Labor & Industry or Workman’s Compensation Audits? Are you sure your tax deposits are made on time? Let The Tax Shelter save you time and money by handling all of your payroll needs.

As a Tax Shelter Payroll Employer, you’ll be provided with an online portal to log in your employee’s hours each period. In most cases, that’s all you’ll need to do. From there it’s up to you what services you want and it’s up to us to do the rest.

We will maintain the employee files, process the payroll, withhold and remit ALL taxes (including local PA taxes) and file all reports. Once payroll is processed, you have the option of Direct Deposit, printing checks from your office, or we can print and mail checks from ours. Your employees will also be able to log in to the website to review or print their paystub and annual W-2.

Our service is uniquely tailored to meet YOUR needs. If you’re using another service, let us talk with you about how we can reduce your cost. If you’re doing payroll on your own, let us show you how our service can pay for itself through the elimination of interest and penalties as well as the time you will save.

We Will Provide:

  • Online Portal
    • Employers
      • Enter Hours
      • Review/Print detailed reports by Period, Quarter or Yearly
      • Review/Print Tax Forms (940,941,W-2 etc.)
    • Employees
      • Review and or print paystubs
      • Review and or print W-2's
  • Federal Forms W-4, I-9
  • State Forms (when applicable)
  • Local Forms
  • PA Residency Certification
  • LST Exemption Certificates
  • Tax Deposits & Reporting
  • Federal Withholding (941 taxes)
  • Federal Unemployment (940 tax)
  • State Withholding
  • State Unemployment
  • Local Withholding
  • Billing & Payment Options
  • Personalized Service

Bookkeeping

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If you're spending more time worrying about your books than you are your business, then let The Tax Shelter do the worrying for you.

Like our other services, The Tax Shelter will tailor a program to meet the needs of YOU and YOUR business. We can do as much or as little as you need.

Some of our services are:

  • Record Daily Sales
  • Record Bills by Vendor & Date Due
  • Pay Bills to avoid late fees
  • Invoice Customers
  • Monitor Customer Payments
  • Provide P&L Statements
  • Provide Balance Sheets
  • Assist in setting up electronic payments
  • Assist in Setting up Quickbooks
  • Sales Tax Reporting & Payments