2019 TAX RETURN UPDATES – EFFECTIVE IMMEDIATELY
Due to the COVID 19, the IRS has extended the federal deadline for filing your 2019 Tax Returns from the normal April 15th deadline to July 15th of 2020, effective immediately. Therefore, for the safety of our clients and our staff, if you have not gotten your taxes to us already, please delay in doing so until the environment has changed, and we give you notification. We will finish processing the returns that we have at present and wait for updated news regarding moving forward once this has lifted.
You are always welcome to mail us all of your tax return documents/information so we can begin your taxes. But we have an extension now so it is not necessary. We want to avoid any unnecessary contact in order to protect everyone right now.
If you have any questions, we are here to answer any you may have. Just give any of us a phone call.
Audrea attended the University of Alabama in Tuscaloosa, where she majored in one of the first approved financial planning programs taught at the University level. In 1998 Audrea graduated from The University of Alabama in Tuscaloosa with a Bachelor of Science degree in Family Consumer Sciences & Financial Planning. Audrea has over 19 years of experience as a Financial Advisor with Money Management Services. She holds the designations of AIF® (Accredited Investment Fiduciary), CRPS (Chartered Retirement Plan Specialist) & CES™ (Certified Estate and Trust Specialist). As an advisor, Audrea specialized in comprehensive financial planning, estate tax planning, personal taxation planning, retirement income distribution planning, wealth accumulation, personalized portfolio management, and fiduciary investment management services.