Identity Theft
Tax returns are a prime target for identity thieves. After all, the IRS processes billions of dollars in tax refunds every year, and criminals follow the money. A thief needs little more than your name and Social Security number (SSN) to file a fraudulent tax return and pocket the refund. Then, when you attempt to […]
Client Memo – Privacy Notice
Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. We hope that by disclosing our Privacy Policy to you, you will have a better understanding of what we […]
Client Memo – Privacy Protection
Unfortunately, we live in a world where our privacy is consistently being threatened, both online and through the various business and governmental organizations that we deal with. In an effort to assist you in protecting privacy, we have enclosed two publications published by government agencies. We recommend you take the time to read these publications […]
Client Memo – Tax Time Scam Awareness
As the IRS announced the beginning of the 2018 tax filing season last week, it warned that this is the time when identity thieves and fraudsters are actively seeking opportunities to steal from businesses and individuals. In addition to tax scams covered in our previous client memos – IRS Warns of Phone Scam, IRS Dirty […]
Client Memo – New Taxpayer Procedure
Early last year, the Franchise Tax Board (FTB) implemented a new procedure to notify taxpayers of the name of the tax preparer who has access to their tax information on the FTB’s website. In addition, the access right expires after 13 months and the FTB is required to notify taxpayers again. This means that you […]
Client Memo – Cyber Threats
In the last Presidential debate, the one topic that the candidates agreed on was that the cyber threats facing our nation are serious and potentially devastating. One little-known statistic is that according to IBM, 95% of security breaches are due to human error. In any business or industry, if the employees were wrong 95% of […]
Client Memo – Encrypted Email Enhancement
As you have no doubt read about in recent months the world of cyber security has repeatedly shown that electronic communications are subject to breaches and to hackers. Because we are fiduciary’s and take the protection of our clients’ confidential data extremely seriously, we have for some years been using an encrypted and secured file […]
Client Memo – Personal Information Security
As we strive to safeguard your sensitive personal information, we would like to remind you that regular email is not a secure method for sending sensitive data, such as your social security number or bank account information, to us. In addition to password protecting your documents with the last four digits of your social security number, […]
