Security & Identity Theft
We use ShareFile which allows us to exchange confidential information in an encrypted format.
This year, we attended courses designed to improve the protection of our firm and your confidential data. One of the mandatory changes we are implementing immediately is our new “No-Click Policy" combined with a new information transfer policy.
This means we will not open any documents that you have sent us via email - a mandatory solution. This combined with our latest security software and other steps makes it extremely difficult for electronic intruders to get through our defenses.
We now will accept data from you in 4 ways: snail-mail, fax, drop-off or secure upload to our web portal via Sharefile.
We know these changes will cause some hassle on your (and our part), but it is the best way to protect your confidentiality.
Please remember: The IRS DOES NOT NORMALLY CALL OR EMAIL TAXPAYERS.
However, in August 2017, the IRS contracted with four external collection agencies to collect unpaid, overdue tax debts. The IRS and the agency will both send you a letter before any calls are made notifying the taxpayer that account has been turned over.
The agencies must follow certain rules regarding the collections to ensure taxpayer rights and privacy. Click here for more information.