2020 Tax Summary and Info

Income tax time is just around the corner! The enclosed packet has been prepared to assist you in gathering information for your 2020 tax return. Review the entire packet and answer any questions that apply.

Certain lines in the packet contain information from last year's return. You do not need to change the dollar amounts from last year; these figures are provided for reference only.

Bring this packet and all supporting documents, including W-2 and 1099 statements, to your tax preparation appointment. We appreciate your trust in our business. Contact our office at (850) 435-4844, Option 2, if you have any questions or need additional information.


Virginia Shelby

Shelby Tax Consultants

Have a Tax Question?

Click on the PDF below to download your 2020 summary and info


700 S Palafox St, Suite 300

Pensacola, FL 32502


3290 Dauphin St, Suite 506

Mobile, AL 36606


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.