That’s me in super sneaky spy mode. At the end of the day yesterday I was mailing some paperwork to a couple of clients (yes, we still do that here, especially for clients with limited internet access). I had to create mailing labels for the envelopes. We have a dedicated label printer to help with… Read More

This one is mainly for all my new friends in Facebook’s Tax 101 group (especially the people who are new to flying solo). Still, it is good advice for most business owners and just regular people too although not all of it may apply to your particular situation. Change your passwords annually. Change the login… Read More

In an earlier post I discussed the various types of paid tax professionals and at the end I mentioned that, at an absolute minimum, your preparer needs to hold a valid preparer tax identification number (or PTIN). Ghost preparers are paid preparers who do not hold PTINs. They are often (but not always) small, independent, tax season… Read More

Can I? Sure. Will I? The main reason we will not e-mail you copies of your tax return (or any other sensitive tax information) is that it is illegal for us to do so unless the e-mail is encrypted. Not password protected…encrypted. I’ll be the first to admit I am not an information security expert,… Read More

This post brought to you by someone on my FaceBook tax forums and by National Tax Security Awareness Week (December 3-7, 2018). This happened back in 2016 but unfortunately stuff like this still goes on today. Said person was seen complaining that his tax software provider (also my tax software provider) was no longer supporting,… Read More