Category Archives: Data Security

Tax Identity Theft Isn’t a Game

Our firm takes security very seriously. We want to begin with a reminder that tax identity theft is a growing problem. With fraudsters becoming much more sophisticated and large breaches happening so frequently — such as the 2017 Equifax incident, … Continue reading

Posted in Data Security, Fraud, Identity Theft | Tagged , , , ,

Simple Steps to Avoid Rip-offs

Now that holiday shopping season has officially begun, it’s important to be on the lookout for scams. We are going to take a brief look at some simple rules of fraud prevention to help this process along: Haste Makes Waste … Continue reading

Posted in Data Security, Fraud, Holiday Tips, Identity Theft, IRS, Personal Finance, Planning Strategies | Tagged , , , , , , , , , , , , , , , , ,

To everything there is a season – except tax scams

The following article was published by the IRS. Many people don’t really think about taxes once the tax season is over…but people promoting scams do. Each year, the IRS releases the top 12 scams, known as the Dirty Dozen. The … Continue reading

Posted in Data Security, Fraud, Personal Taxes, Tax Tips, Taxes, Uncategorized | Tagged , , , , , , , , , , ,

If / Then Scenarios for Taxpayers Who Get Phished

The IRS reminds taxpayers that the agency does not initiate contact with taxpayers by email or text messages to request personal or financial information. This includes requests for PIN numbers, passwords or similar information for credit cards, banks and other … Continue reading

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With hurricane season underway, IRS warns of scams related to natural disasters

With hurricane season underway, the Internal Revenue Service is reminding taxpayers that criminals and scammers often try to take advantage of the generosity of taxpayers who want to help victims of major disasters. Hurricane season runs June 1 to Nov. … Continue reading

Posted in Charitable Organizations, Data Security, Fraud, Identity Theft, IRS, IRS Video, Personal Finance, Tax Tips, YouTube | Tagged , , , , , , , , , ,

IRS warns of new twist on phone scam; crooks direct taxpayers to IRS.gov to “verify” calls

The Internal Revenue Service recently warned of a new twist on an old phone scam as criminals use telephone numbers that mimic IRS Taxpayer Assistance Centers (TACs) to trick taxpayers into paying non-existent tax bills. The IRS and its Security … Continue reading

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IRS Dirty Dozen: Watch Out for these 12 Scams

The following article was published by the IRS. The IRS reminds taxpayers to watch out for scams and schemes that put them and their personal information at risk. Each year, the IRS releases the top 12 scams, known as the … Continue reading

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