A Tax Haven Experience You Can Trust Since 1988

Category Archives: Tax Preparers

IRS Has Announced Dates for Accepting 2017 Tax Returns

The IRS has announced it will begin accepting tax returns on Monday, January 292018. The PATH act of 2015 is still in place which means returns with refunds from the Earned Income Credit & the Additional Child Tax Credit will not be released until mid-February or later. Changes for recently passed legislation, the Tax Cuts and Jobs Act, will actually take effect with the 2018 returns which are filed in 2019, however, new withholding tables for 2018 are supposed to reflect these upcoming changes without most taxpayers needing to adjust their W-4s per the IRS .

Every tax season brings new misinformation amidst tax law changes. The best place to receive accurate information is with a Tax Professional, rather than your neighbor, co-worker, friend, or family member. Heather Worrell, Enrolled Agent and owner of A Tax Haven, has been an active tax professional in the tax industry since 1988. She is also an Endorsed Local Tax Provider (ELP) for financial expert, Dave Ramsey, and has studied and still uses many of his financial principles. She invites you to visit her webpage, www.ataxhaven.com, for posts concerning financial and tax issues.

A Tax Haven is now providing Advance Loans of up to $2500 for those who qualify and choose that option. We strive to keep our fees reasonable. To someone who normally goes to the “tax chains”, we invite them to make an appointment and experience the pleasant difference in services and fees that we provide. A Tax Haven reminds taxpayers that computer software is only as knowledgeable as the one who inputs the information, and we have had to correct many costly mistakes when taxpayers have chosen to file their own returns online. Our goal is to assist our clients in receiving every deduction they are eligible for, to educate them on proper tax record keeping, and to help them keep as much of their hard-earned money in their own pockets as possible.

A Tax Haven offers year-round services for individuals and businesses, bookkeeping, payroll, new business setup, W-2 and 1099 preparation, audit representation, multi-states, prior tax years, and assistance with tax problems. A Tax Haven is located at 929 Airport Road, Suite 202, by the Lock-N-Stor. Regular hours are 9 a.m. to 6 p. m. Monday through Friday, and drop offs and walk ins are welcome. Later hours and Saturday appointments are also available. Rather than spending countless hours trying to figure out the latest rules and forms, call 262-1040, and make an appointment today.

Heather Worrell Celebrates 25 Years in the Tax Industry with a Dave Ramsey Give A Way!

Heather Worrell, Enrolled Agent and owner of A Tax Haven, celebrates 25 years this January in the tax industry. She is also an Endorsed Local Tax Provider (ELP) for Dave Ramsey! In recognition of this special anniversary, A Tax Haven will be offering a Dave Ramsey Give A Way (Several Dave Ramsey Total Money Makeover Books & a set of Financial Peace University CDs)  to help others learn more about handling their finances and budgeting.  Current clients will be automatically entered into the drawing. All others need to  fill out the contact form on this site to be entered in the drawing.  Feel free to leave a respectful comment with a finance tip below. Send your friends to this blog at ataxhaven.org  for their chance to win! Drawing will be held March 29th.

Dave Ramsey Give A Way

Dave Ramsey Give A Way

And as Dave Ramsey always says, “If you live like no one else, later you can live like no one else.”

 

CONGRATULATIONS to our Dave Ramsey Give A Way Winners at A Tax Haven- March 2013:

Megan Ladd

Kenneth & Corita Meredith

George Soper

Phyllis Gardner

Josephine Nash

Jimmy & Derlene Montgomery

 

 

 

January 30th – IRS Will Begin Accepting Returns

The IRS announced on January 8th, 2013, that the official date for the IRS to begin processing 2012 individual income tax returns will be January 30, 2013. The last minute tax law changes enacted on January 2, 2013, by Congress have caused this delay. The IRS is now scrambling to update forms and processing systems to reflect those changes.

Most taxpayers will be able to file at that time, but some taxpayers with certain deductions will be delayed even further into February or March. These deductions may include residential energy credits, certain depreciations, or general business credits.

“We have worked hard to open tax season as soon as possible,” IRS Acting Commissioner Steven T. Miller said. “This date ensures we have the time we need to update and test our processing systems.”

The IRS will not process paper tax returns before the anticipated Jan. 30 opening date. There is no advantage to filing on paper before the opening date, and taxpayers will receive their tax refunds much faster by using e-file with direct deposit.

A Tax Haven is available to prepare your return now so it will be ready to file as soon as the IRS begins accepting returns.

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New Regulations for Tax Preparers

The IRS has seen the need in recent years to regulate tax preparers due to the abuses by some unqualified and incompetent “preparers”. Be wary of anyone who prepares your return but doesn’t sign it, or of anyone who offers you “mo’ money” (aka a larger refund) by adding deductions you are not entitled to. Also, protect yourself from the “herd” mentality of chain offices that employ many “preparers” with little experience or knowledge of the tax industry and charge exorbitant prices.

A Tax Haven provides experience you can trust. I have been active in the tax industry since 1988. As an EA (Enrolled Agent), I am required to maintain Continuing Education hours every year. New clients have often said, “No one has ever asked me that before” or “I’ve never had anyone explain that before.” My goal is to keep my clients informed and to help them keep as much of their hard-earned money in their own pockets as possible.

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