At Tax & Accounting Associates, our goal is to help our clients to achieve the lowest potential tax liability possible, under the law. This is accomplished by taking advantage of tax adjustments, tax deductions and tax credits, which are used to reduce your tax liability. Keep in mind as you select a tax firm to represent you for your tax preparation needs that it is not the "Firm" that is preparing your tax returns for you, but the tax professionals who work in that firm that have the training and years of experience.
As always, do your research of the company and never hesitate to ask for credentials. We are committed to making your tax preparation and accounting experience as simple as possible. We offer a convenient and fully handi-cap accessible facility, with a comfortable environment and privacy for all of our clients. We assist our clients with their federal and Georgia returns along with the capability of being able to file many other state returns.
We offer a secure portal for exchanging sensitive data information and documents right over the internet, which is safe, reliable, secure and most important - FREE to use!
As always, do your research of the company and never hesitate to ask for credentials. We are committed to making your tax preparation and accounting experience as simple as possible. We offer a convenient and fully handi-cap accessible facility, with a comfortable environment and privacy for all of our clients. We assist our clients with their federal and Georgia returns along with the capability of being able to file many other state returns.
We offer a secure portal for exchanging sensitive data information and documents right over the internet, which is safe, reliable, secure and most important - FREE to use!
Services
I have grown up and lived in Banks County my whole life.
I graduated from Banks County High School in 1994.
I have been married to my beautiful wife Jennifer since 1998.
We have two wonderful boys, Jody & Jared.
I studied accounting and graduated in 1996 from Lanier Technical Institute with a 4.0 GPA and was a member of the National Honor Society for Accountants.
I have worked in the tax and accounting profession since 1994 and bring years of experience to the firm.
I have prepared a wide variety of tax returns over my career, from the simplest 1040EZ to the more complex business returns.
I graduated from Banks County High School in 1994.
I have been married to my beautiful wife Jennifer since 1998.
We have two wonderful boys, Jody & Jared.
I studied accounting and graduated in 1996 from Lanier Technical Institute with a 4.0 GPA and was a member of the National Honor Society for Accountants.
I have worked in the tax and accounting profession since 1994 and bring years of experience to the firm.
I have prepared a wide variety of tax returns over my career, from the simplest 1040EZ to the more complex business returns.
I was born and have lived my entire life in Habersham County, Georgia.
I graduated from Habersham Central in 1971 and married Billy Welborn in 1974.
We have two children, Misty & Jonathan and two granddaughters, Hope & Lexi and one great granddaughter Dakota.
I spent the next several years working at Fieldale Farms and Habersham Flowerland.
While working at the florist, I helped in the H & R Block office during busy times.
I never thought that was something I would be doing on a long term basis.
I graduated from Habersham Central in 1971 and married Billy Welborn in 1974.
We have two children, Misty & Jonathan and two granddaughters, Hope & Lexi and one great granddaughter Dakota.
I spent the next several years working at Fieldale Farms and Habersham Flowerland.
While working at the florist, I helped in the H & R Block office during busy times.
I never thought that was something I would be doing on a long term basis.
Peggy has been a seasonal returning tax preparer for the company since 2002.
She graduated from Lanier Technical Institute in 1970 and then went back and graduated from the Accounting program at North Georgia Technical Institute in 1997.
She has worked as an in-house accountant for several trucking companies over the years.
She has experience working with the simplest tax return to small business client returns.
Shanna is the daughter of Lou Ann and sister to Jason.
She works a full time job as a pharmacy assistant.
She graduated from Lanier Technical Institute in 1970 and then went back and graduated from the Accounting program at North Georgia Technical Institute in 1997.
She has worked as an in-house accountant for several trucking companies over the years.
She has experience working with the simplest tax return to small business client returns.
Shanna is the daughter of Lou Ann and sister to Jason.
She works a full time job as a pharmacy assistant.
An Enrolled Agent is a federally licensed tax practitioner who has technical expertise in the field of taxation and who is allowed by the Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections and appeals.
Unlike attorneys and CPAs who may not choose to specialize in taxes, all Enrolled Agents or EA's specialize in taxation and are the only tax professionals who receive their licensure from the United States Government by passing a comprehensive examination strictly focused on tax law and ethics.
Unlike attorneys and CPAs who may not choose to specialize in taxes, all Enrolled Agents or EA's specialize in taxation and are the only tax professionals who receive their licensure from the United States Government by passing a comprehensive examination strictly focused on tax law and ethics.
After seeing a lot of ads on the TV, I made the mistake of going to another company to file my taxes.
I had previously spoke with Lou Ann of Tax & Accounting about my tax situation and she had met with me to consult & estimate my liability.
Because Baldwin was an hour from me I decided to cut corners and use the other company.
Those corners almost cost me a full months paycheck.
After seeking the help of Lou Ann, she reviewed my situation because the "other" company had told me I owed a lot of taxes, I was actually due a refund.
I had previously spoke with Lou Ann of Tax & Accounting about my tax situation and she had met with me to consult & estimate my liability.
Because Baldwin was an hour from me I decided to cut corners and use the other company.
Those corners almost cost me a full months paycheck.
After seeking the help of Lou Ann, she reviewed my situation because the "other" company had told me I owed a lot of taxes, I was actually due a refund.
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