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The IRS Just Contacted You – How to Tell if it is a Scam

Protect Yourself from Tax Scams There are many tax scams out there with the purpose of stealing your identity, stealing your money, or filing fraudulent tax returns using your private information. Tax scammers work year-round, not just during tax season and target virtually everyone. Stay alert to the ways that criminals pose as the IRS to trick you out of your money or personal information. IRS-Impersonation Telephone Scam An aggressive and sophisticated telephone scam targeting taxpayers, Read more [...]
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Due Diligence Requirements

As your tax professional, we may be asking you additional questions next year that are required by the Tax Cuts and Jobs Act. Tax preparers must collect new information from clients who qualify for any of the following tax credits: Earned Income Tax Credit (EIC)Child Tax Credit (CTC) American Opportunity Tax Credit (AOTC)Head of Household filing status (HOH) In addition to interviewing you and gathering the required information needed to answer all of the due diligence questions on Form Read more [...]