Tax Tips

Scam Alert: Watch Out for Erroneous Refunds
 

Scam Alert: Watch Out for Erroneous Refunds

Posted: February 13, 2018
After stealing client data from tax professionals and filing fraudulent tax returns, criminals use the taxpayers' real bank accounts for the deposit. Thieves are then using various tactics to reclaim the refund from the taxpayers, and their versions of the scam may continue to evolve.





Back Taxes Could Put Passports in Jeopardy
 

Back Taxes Could Put Passports in Jeopardy

Posted: January 16, 2018
The IRS is strongly encouraging taxpayers who are seriously behind on their taxes to pay what they owe or enter into a payment agreement with the IRS to avoid putting their passports in jeopardy.

Protecting Your Legacy
 

Protecting Your Legacy

Posted: December 4, 2017
Expecting to leave your family financially secure when you’re gone is an important goal, but some people don’t reach it because of simple oversights in their planning for the future. Here are some tips.