Our firm takes data security seriously, and we think you should too.
From now throughout tax season, fraudsters continue amp up their tactics to take advantage of innocent people.
Tax identity theft remains a significant concern.
Beware if you:
- Receive a notice or letter from the IRS regarding a tax return, tax bill or income that doesn’t apply to you
- Get an unsolicited email or another form of communication asking for your bank account number, personal information, or other financial details
- Receive a robocall insisting you must call back and settle your tax bill
Protect Your Information
Make sure you’re taking steps to keep your personal financial information safe.
- Use a secure password
- Maintain your computer’s security
- Be careful when downloading or using WIFI
- Log out of financial websites completely
- Don’t respond to emails requesting personal information
Do a Periodic “Identity Theft” Check
Reviewing your credit report may alert you to inaccuracies and unauthorized activity.
You can obtain a free credit report every 12 months from three different credit bureaus at AnnualCreditReport.com. This is the only authorized online source for you to get a free credit report under federal law. Be aware that you will have to disclose your Social Security number to obtain this report.
Tax Planning Equals Fewer Surprises
There are many other opportunities to discuss as year-end approaches. And, many times, there may be strategies such as deferral or acceleration of income, prepayment or deferral of expenses, etc., that can help you save taxes and strengthen your financial position.
Whether it’s working toward retirement or getting answers to your tax and financial planning questions, we’re here for you.
View the 2021 tax organizer.
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