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Phishing

The US government is announcing numerous endeavors to provide relief from the effects of the Coronavirus pandemic. As tax and business announcements become codified we will post them.<
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As part of our COVID-19 response, we are asking clients to submit tax information digitally, when possible, via our Document Access Portal, and are making extensive use video or telephone conferences in lue of appointments.<
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If you do not have a personal portal setup please use: Document Upload<

Below is a listing of our content based on your selected topic, click on the titles below for more information. If the term is unfamiliar, see the Term Glossary<.

Beware of Internet Scams from the "IRS"

If you receive anything about a financial topic that is unsolicited, be extremely cautious. This includes email and written notices

Over the past few years, scam artists have become more creative and nefarious. There are many that claim to be from a government organization, and are telling you that you absolutely need to click on a link, or open a "PDF", to solve your problem.

At best, the link tries to sell you something, at worst your computer is compromised with a virus.

Here is the quote direct from the IRS:

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Is this Form STD 261 Email Legitimate, Spam, or a Virus?

We've received questions about the following email:

All employees need to have on file this form STD 261 (attached). The original is retained by supervisor and copy goes to Accounting. Accounting need this form to approve mileage reimbursement.

The form can be used for multiple years, however it needs to re-signed annually by employee and supervisor.

Please confirm all employees that may travel using their private car on state business (including training) has a current STD 261 on file. Not having a current copy of this form on file in Accounting may delay a travel reimbursement claim. 

+ ZIP attachment

With the sea of government forms seemingly growing by the minute, this one makes your heart skip a beat thinking that possibly you have missed a deadline. While the form may be legitimate, here are the red flags that you need to recognize:

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Reduce The Amount of Junk Mail, Telemarketer Calls, & Spam You Receive

Perhaps less of a Tax Tip, and more a suggestion for your personal sanity, but here are a listing of ways to limit the "noise" so you can focus on what is important:

Do Not Call List<

Stop telemarketers from calling you at home: www.donotcall.gov<

Direct Marketing Association<

Reduce physical junk mail & email spam: www.dmachoice.org<

www.OptOutPrescreen.com<

Reduce credit card and insurance offers by opting out online: www.OptOutPrescreen.com< or by calling (888) 567-8688.

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