Social Security Number Scam

There is a new scam targeting your social security.  Fraudsters are posing to be calling from the Social Security Administration.  Click the button below to read how this scam works and what fraudsters are trying to do to trick you into providing your information. Read More

Identity Theft Vulnerability

Identity theft is at the forefront of our minds.  Sadly, it seems all too common to hear about the latest data breach.  Recent studies show many are not taking preventative measures to protect their identity.  We recently came across an article that addresses these issues and provides some helpful steps to protect your identity.  Click the button below to read more about how you can effectively protect your identity. Read More

Retirement Plan Beneficiaries

Our friends at Pension Strategies, recently reminded us that many retirement plan participants setup their beneficiary designation when they open their account and don’t ever think to update it as their life circumstances change.Read More

Virtual Currency Notices

The IRS has begun sending letters to taxpayers who (1) potentially failed to report income and pay the resulting tax from virtual currency transactions or (2) did not properly report such transactions. Read more here. Read More

New Tax Scams

Scam artists work hard year round coming up with new ways to trick taxpayers into paying them money. There are two new tax scams to watch out for. Read More

FAFSA Filing Tips

With the college semester starting in the Fall, many families will be completing the Free Application for Federal Student Aid (FAFSA) form. When filling out financial aid applications, students and families may need to get tax information. Read More

What to do with IRS Notices

Certain taxpayers might get a letter from the IRS this year. It’s called an IRS Notice CP 2000. It gives detailed information about issues the IRS identified. Read more about what to do here. Read More

Tax Tips for College Graduates

With school out for summer, many college graduates are on the hunt for a job which will impact their taxes. College prepares graduates for their career but not necessarily with the tax implications. Read More