Tax Preparation Services

In addition to offering outstanding investment and insurance products and services, Safe Harbor Financial Services, LLC brings tax return preparation solutions to our clients as well. Our relationship with our clients is built on trust, and we know you work hard for your money. For this reason, we have engaged the services of an independent Certified Public Accountant, Richard Lindsey, who understands the ins and outs of tax preparation. Safe Harbor Financial Services, LLC asks the right questions to ensure our clients file an accurate return that potentially maximizes the refund or minimizes the tax liability.

Our commitment to excellence sets Safe Harbor Financial Services, LLC apart and makes us a smart choice for tax preparation services. Safe Harbor provides full-service individual and small business Federal and State income tax return planning and preparation.

Whether you are an individual or small business owner, our agents and staff can accommodate your tax return planning needs. Our clients may enjoy more income and lower income taxes from utilizing our tax preparation specialists. Let our expertise provide you peace of mind.

We proudly offer the following Client Services:

• Accuracy Guarantee – We will provide you the most accurate return. If an error is made in the preparation of your return, that results in penalties and interest, you will be reimbursed for the associated penalty and interest initially assessed.
• Free Consultation – Information and consultations are always free at Safe Harbor. We pride ourselves in our commitment to excellent customer service.
• Audit Representation – If the IRS audits your return, we will represent you in the audit by explaining how the return was prepared. This service is available whether your return was prepared by our firm or by some other firm or individual.
• Correspondence Assistance – All IRS and State tax return correspondence you receive (including audits, letters, and inquiries about your tax return) will be handled by our representative.
• Free Copies – You can request copies of your paid tax return for free at any time.
• Year Round Support – Safe Harbor Financial Services, LLC is open year round to serve your needs.
• Satisfaction Guarantee – If you are not satisfied for any reason, your preparation fees will be refunded.
• Electronic Filing - Electronically file return to IRS with your refund sent to you via check or direct deposited to your bank account by the IRS.

The insurance agents presenting this information are not licensed to give legal or tax advice regarding individuals’ tax situations. Please consult with one of our professionals specializing in these areas regarding the applicability of this information to your situation. The advice of our professionals is not intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. 

This material has been prepared for informational and educational purposes only. Your financial advisor is not permitted to offer, and no statement contained herein, shall constitute tax, legal or accounting advice. You should consult your own legal or tax professional on any such matters. Don Moore is a licensed insurance professional and an Investment Adviser Representative. Investment Advisory Services offered on a fee basis through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser.