Tax Filing

Tax Filing and Preparation Services

Are you tired of paying too much for a national franchise to prepare your income tax return and still not feel confident it is done correctly?

Have you tried using tax 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 (depending on the region of Pennsylvania, we will prepare your local return to be mailed).  While located in Pennsylvania, The Tax Shelter can accurately complete returns for any state you need returns prepared for. If you are a non-resident, part year-resident, or have multi-state income, we can still prepare your returns. We serve clients living all over and outside the United States.

NEW for 2024 – Remote Tax Preparation

You can now register for our secure method of uploading and downloading documents on our website for remote tax preparation.

What to bring with you

Client Questionnaire (available upon request)
Income Statements, W-2's, 1099, Etc.
Rental Income & Expenses
Retirement Income, 1099-R, Social Security
Out of Pocket Healthcare Expense
Mortgage Interest
Property Taxes
Charitable Contributions
Union Dues
Uniform & Protective Gear Expenses
Business Income & Expenses
Interest & Divident 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
Refunds

With few exceptions, all federal and state returns are filed electronically. You can request a refund via paper check which usually takes up to 3 weeks.  You can request your refund to be deposited directly to your personal bank account which usually takes 7-10 days. There is no additional charge for either of these methods, although we expect payment for services to be provided before the returns are filed.

We offer services through “Refund Advantage”. For an additional fee, we can have our fees withheld from your refund and print a check onsite or have it direct deposited. This service usually takes 7-10 days.

Electronic Filing

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.