2016 Tax Organizer

A Tax Organizer, though not required, helps prompt you so that you do not miss any income or deductions. Missing income can result in penalties and interest being charged by the IRS...while missing deductions can result in you paying more tax than necessary. As many of you like to use the Tax Organizer, I have attached it to this newsletter (just click on "2016 Tax Organizer" on the right).

 

As soon as all your tax documents come in, please give our office a call so that Barbara can get you set up with an appointment. It is important to wait until you have all your documents in hand before setting this appointment. This insures that I do not miss anything by "piecing" everything together.  Remember, I have four offices this year - Pensacola, Mobile, Panama City and Molino; so, let Barbara know in which office you would like your appointment held. 

 

If you have friends, neighbors, or family who are looking for a new tax preparer, I still have a few spots open for new clients. Please feel free to pass my name and number to them. 

 

Thanks again for your continued support. I look forward to seeing each of you this year! 

 

 

Virginia Shelby

 

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

 

 

 

© 2020 Safe Harbor Fiduciary

 

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.