February 16, 2016
The IRS has joined with industry and states on a public awareness campaign to provide taxpayers with easy tips to better protect themselves. For some quick tips, you can watch an informative video here.
Tax-related identity theft occurs when someone uses your stolen Social Security Number to file a tax return claiming a fraudulent refund. To prevent becoming another victim of identity theft, the IRS has compiled the following tips to help keep you safe:
If you have any questions about the security of your tax information, please contact our firm.
The combination of running a business and your life and preparing for tax time can drive some people into a slight panic. But no need to get stressed if you are prepared. Now is the time to start organizing all documents required to file your tax return.
Like the old paraphrased saying goes: In this world, two things are certain—death and taxes. The recent federal tax overhaul changed a lot of rules, so it’s as important as ever to understand your tax obligations, including those on Social Security benefits.
As we close in on another year, we want to take the time to thank each and every one of our clients for your loyalty to not only our firm, but to our team of unique individuals. We like to believe that we are all more than just advisors and clients, but friends...some might even say family. So, from our crew to yours, we wish you and your entire staff and family a very healthy, safe and prosperous holiday season.