1. Beware of phishing emails that appear to be from the IRS or tax preparation services.
  2. Do not click on links or open attachments from unexpected emails until you have verbally verified the validity of the email.
  3. New IRS phishing emails will display a voicemail mail message as an attachment. Do not click the attachment to listen the message.
  4. When in doubt, contact us, the IRS or your tax preparer to determine if the email is legitimate or a scam.
  5. Register for an online account with the USPS to utilize their Informed Delivery service. Informed Delivery sends you a daily email with images of the mail you will receive in your mailbox. This is a great way to monitor for mail theft.
  6. Avoid sending or receiving sensitive information by email unless it is encrypted.
  7. Beware imposter phone call scams (IRS, FBI, SSA, and US Marshall).
  8. Beware tax preparation services that ask you to sign a blank return. By signing a blank tax return you could allow someone to enter false information. You are responsible for the information on a signed and filed tax return.
  9. Beware tax preparation services that guarantee you a refund prior to reviewing your documents. Often, they do not use your actual numbers on the return. Instead they use numbers that will give you the maximum return and the highest payout to them. You are responsible and liable for the information on your signed tax return.
  10. Dispose old unwanted financial documents properly. This means shredding, confetti cut preferred.
  11. Remember, the IRS does not accept gift cards as payment.
  12. Beware of smishing. Smishing is a fake text that appears to be from a known trusted source. The goal is to have you click the link or call the telephone number provided. When in doubt, give us a call.
  13. If you are submitting your return by mail, send it certified return receipt request. This lessens the chance of it being intercepted or stolen as opposed to sending it regular mail.