Bradenton Office

Our Bradenton office allows us to extend our services to those clients south of the Manatee River. Located just west of the Downtown and Wares Creek area.

Tarah Van Fossen MSA, EA
2424 Manatee Ave W, Ste 205
Bradenton, FL 34205

Office: 941-708-5300
Fax: 941-761-6757
Email: Tarah@ataxshelter.com

Ellenton Office

Our Ellenton office is here to provide services to the North River communities of Palmetto, Ellenton, Parrish and north Manatee County. Located conveniently one mile west of Interstate 75.

Tonya Van Fossen, EA
3704 US Hwy 301 N, Ste 3
Ellenton, FL 34222

Office: 941-722-0470
Fax: 941-722-2411
Email: Tonya@ataxshelter.com

Over 20 years experience and knowledge

Our mission is clear; to build a lifelong relationship with our clients. We are here to help them solve problems, we advocate for them and we provide the answers they need to make informed decisions regarding their taxes. We aim to provide a friendly, professional and competent service to the individuals and small business clients who depend on A Tax Shelter, Inc every year for their accounting, payroll and tax filing needs.

Tax Planning

Evaluate, Strategize and Implement

Accounting

QuickBooks, Training and Financials

Payroll Service

Efficient, Accurate and Affordable

QuickBooks Training

Business Owners and Staff Members

Tax Preparation

Accuracy, Timeliness and Compliance

Representation Service

Advocate & Negotiate

Blog

Upcoming Important Deadlines

Just a reminder.... Upcoming Important Deadlines- January 16th: - 4th Quarter 2017 Estimated Tax Payment Deadline - If you did not pay 2017 income tax through withholding you must pay your final installment of 2017 estimated tax with Form 1040-ES: Estimated Tax for...

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Issue Number: Tax Tip 2019-149
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Taxpayers should be on the lookout for new version of SSN scam!!!

Taxpayers should be on the lookout for new variations of tax-related scams. In the latest twist on a scam related to Social Security numbers, scammers claim to be able to suspend or cancel the victim’s SSN. It’s yet another attempt by con artists to frighten people into returning ‘robocall’ voicemails.

Scammers may mention overdue taxes in addition to threatening to cancel the person’s SSN. If taxpayers receive a call threatening to suspend their SSN for an unpaid tax bill, they should just hang up. Make no mistake…it’s a scam.

Taxpayers should not give out sensitive information over the phone unless they are positive they know the caller is legitimate. When in doubt –hang up.

Here are some telltale signs of this scam. The IRS and its authorized private collection agencies will never:
• Call to demand immediate payment using a specific payment method such as a prepaid debit card, iTunes gift card or wire transfer. The IRS does not use these methods for tax payments.
• Ask a taxpayer to make a payment to a person or organization other than the U.S. Treasury.
• Threaten to immediately bring in local police or other law-enforcement groups to have the taxpayer arrested for not paying.
• Demand taxes be paid without giving the taxpayer the opportunity to question or appeal the amount owed.

Taxpayers who don’t owe taxes and have no reason to think they do should:
• Report the call to the Treasury Inspector General for Tax Administration.
• Report the caller ID and callback number to the IRS by sending it to phishing@irs.gov. The taxpayer should write “IRS Phone Scam” in the subject line.
• Report the call to the Federal Trade Commission. When reporting it, they should add “IRS Phone Scam” in the notes.
Taxpayers who owe tax or think they do should:
• View tax account information online at IRS.gov to see the actual amount owed and review their payment options.
• Call the number on the billing notice
• Call the IRS at 800-829-1040.
...

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Am I having the correct amount of withholding from my paycheck/retirement distributions?

We offer tax planning services to review your current withholding. Knowing your current and expected tax bracket can take the guess work out of withholding. Check your tax withholding here at https://www.irs.gov/paycheck-checkup and schedule an appointment today with one of our experts to review your current tax and withholding needs.

What is Itemizing and how does this help me?

The IRS issues a Standard Deduction amount annually, this is a no questions asked reduction to your annual income. If you have allowable deductions in excess of the Standard Deduction, you have the option to itemize. Itemizing allows you to reduce your taxable income even more than the Standard Deduction. Review allowable itemized deductions here and see how you stack up. https://www.creditkarma.com/tax/i/standard-deduction-vs-itemizing/.

Who qualifies as a dependent?

Dependents can be your child and, in some cases, other individuals that live within your household or that you provide for. This IRS publication outlines the various steps to determine who is your dependent. https://www.irs.gov/pub/irs-pdf/p929.pdf.

What is the child tax credit, has it changed with the new tax reform?

With the implementation of the Tax Cuts and Jobs Act of 2018, the Child Tax Credit has been raised from $1,000 to $2,000 per child under the age of 17. This act has also allowed for a $500 tax credit for other qualified dependents on your tax return. Read more on the tax changes https://www.irs.gov/credits-deductions/child-tax-credit-and-credit-for-other-dependents-at-a-glance.

What is a tax credit and how does that help me when I file my taxes?

Tax credits help to reduce your tax liability on an annual basis. Some tax credits are refundable becoming part of your refund and others only reduce your tax liability. Here is a list of IRS tax credits https://www.irs.gov/credits-deductions-for-individuals Schedule your tax planning appointment with one of our experts to see if you qualify.