From Virginia's desk


The filing deadline has been moved to May 17th this year.


If you have your documents to us by May 5th, we will make sure it is finished before the deadline. If later, then we can’t promise it will be out by the 17th. However, anyone who has not given us their documents, we will automatically file an extension, if we did your taxes last year. If we did not do your taxes last year, then you need to call Barbara by May 12th and give her your information.


The May deadline is only for filing – not for paying. You must pay what you think is due by May 17th in order to avoid penalties and interest.

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

Have a Tax Question?


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Mobile, AL 36606


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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.