Happy New Year,

 

We welcome in the new year with lots of tax changes this year. It is the biggest tax reform since the 1980's and lots of new changes - some good and some not so good - but all there anyway. My staff and I have been carefully combing the new laws for changes to make sure you get the best possible use of "legal" deductions that are available and the correct filing of your tax return. 

 

I have included the new tax organizer for your convenience in preparing your tax documents. When you have everything together, please call my assistant, Barbara Keene, and she will get you on my schedule for the tax year. 

 

I look forward to working with each of you this coming year. Thank you for your continued trust in me as your tax preparer and tax planner.

 

Virginia Shelby

 

 

Have a Tax Question?

Welcoming The New Year With Tax Changes

Visit

700 S Palafox St, Suite 300

Pensacola, FL 32502

 

3290 Dauphin St, Suite 506

Mobile, AL 36606

Call

FL     : 850-435-4844

AL     : 251-471-2955

TF     : 877-318-6639

FAX   : 850-435-4843

 

 

 

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Investment advisory services are offered through Safe Harbor Fiduciary, LLC, a Registered Investment Advisor. Insurance products and services are offered through Safe Harbor Tax Advisory, LLC.

Safe Harbor Fiduciary, LLC and Safe Harbor Tax Advisory, LLC are affiliated companies.