A Letter from Virginia for Tax Filers

In light of this new information, the tax department is offering for you to have a few options:

 

  1. Drop off your taxes at the office and we will get them ready for you. We will send them out by secure e-mail with password encryption or mail to those who would prefer

  2. Send your taxes via e-mail to virginia@safeharbortaxadvisory.com

  3. Mail your taxes via the post office, UPS or FedEx. If so, the address is:  Safe Harbor Tax Advisory; ATTN: Virginia Shelby, CPA 700 S. Palafox Street Ste 300; Pensacola, FL  32502. This will ensure your taxes are only opened by the tax department.

  4. Do an automatic extension and payment by July 15th and tax forms due by October 15th. I will automatically extend anyone who was with me last year and has not made an appointment yet this year. Any new clients will need to call Barbara, my assistant, at (850) 435-4844 extension 2 and give her the following information

    1. Full name of both taxpayers (if married)

    2. Address

    3. Socials of both taxpayers

 

We are trying to protect our clients, as well as our staff. If you are sick, have a fever or are not feeling well, please stay home and take care of yourself without coming into the office. For those who are not sick, please consider the limitations during this time and if you do choose to come in – we are doing no touching – no hugs, no handshakes. We are following the CDC rules for sanitization for our offices and trying to clean after each client who comes in.  However, if you can postpone, please also consider doing that as well – at least until after the panic is over.

 

Sincerely,

 

Virginia Shelby, CPA

Click the PDF to download or print your 2019 Tax Organizer. 

Have a Tax Question?

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.