Occasionally, you may be unable to find an access link or access code email delivered from SafeSend Returns. The following steps may help the taxpayer resolve the issue:

Taxpayer Steps:

• Check your junk/spam folder; the email may have been routed there.
• Add noreply@safesendreturns.com as a trusted sender or contact to prevent the emails from being blocked or marked as spam.
• Use the search feature in your email to look for an email from noreply@safesendreturns.com; be sure to search all folders.

After completing the steps listed above, please send an email to HelpDesk@ataxshelter.com – Please allow 48 hours for a team member to review your account and contact you with next steps. 

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.

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/.

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.

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.

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.

Knowing your tax bracket and correct tax rate will help to determine how much you would need to withhold each year to cover your income tax liability. https://www.forbes.com/sites/robertberger/2017/12/17/the-new-2018-federal-income-tax-brackets-rates/#7a2bdd8e292a.

The IRS will post the status of your refund within 24-48 hours of the date your income tax return was accepted electronically or within 4 weeks of the date that you mailed in your return. You will need information from your tax return to use their online or mobile app. https://www.irs.gov/refunds.

You can make your 1040-ES Estimated tax payments, Balance due payments or set up an installment agreement directly through the IRS website. They have various payment options available to taxpayers. https://www.irs.gov/payments.

The IRS has an online application that will allow you to request your tax return transcript, wage and income and account statement. This helpful link may be accessed all year long https://www.irs.gov/individuals/get-transcript.

Yes! Tax Planning and Consultation is a service that we provide to business and individual clients who are in need of additional tax planning during the year. We review quarterly accounting and income documents to determine if changes are needed in anticipation of changes in the current year tax liability.  We help our client navigate our complex tax system and identify areas that will need additional attention before the filing season begins.

Yes!  We offer full charge in-house bookkeeping as well as sales tax and payroll processing to handle your weekly, monthly or quarterly bookkeeping needs. 

We can certainly help you with that! We offer QuickBooks ProAdvisor training for you and your staff onsite or remotely.

The fastest way to access your IRS Tax Account is to visit the IRS website and access your ID.me Secure Portal. Check our Resources page for many of the links you may need for the IRS and the Florida Department of Revenue. 

We have two offices located in Manatee County for your convenience – one in Bradenton and one in Ellenton for your convenience.