Money Matters

Beware of these latest tax scams!

8 Mar 2018 by: Kim Benson 

As part of a tax seminar to prepare financial professionals for the 2018 tax season, we were updated on the latest tax scams that are occurring in U.S. In general, there has been an increase in tax scams from fraudsters over the last few years claiming to be with the IRS and attempting to either obtain personal information or solicit money from taxpayers.

 Please take a minute to watch this video below from the IRS:

What should you do?

Report any suspicious IRS related communication by visiting this website https://www.irs.gov/uac/report-phishing.

If you suspect that you have been a victim of identity theft, contact the IRS Identity Protection Specialized Unit at (800) 908-4490. Also, be sure to report the situation to at least one of the three major credit reporting bureaus so they can put a fraud alert on your credit account. Contact the Federal Trade Commission at www.ftc.gov as well.

Lastly, resources are available through the California Office of Privacy Protection to help individuals who have been victims of identity theft of any kind. You may visit the following website for more information: https://oag.ca.gov/idtheft/information-sheets.

As tax season is in full swing, we want you to be educated on the latest tax scams and vigilant in protecting your personal information.

CCMI provides personalized fee-only financial planning and investment management services to business owners, professionals, individuals and families in San Diego and throughout the country. CCMI has a team of CERTIFIED FINANCIAL PLANNERTM professionals who act as fiduciaries, which means our clients’ interests always come first.
How can we help you?

With a strong technical background in corporate financial planning and analysis, a CPA and CERTIFIED FINANCIAL PLANNER™ professional, Kim also specializes in the personal side of financial planning as a Certified Financial Transitionist®. As principal and owner, Kim’s unique skill set helps her relate to clients’ evolving needs and provide clarity around significant life decisions. Kim also specializes in working with current, former and retired employees of Raytheon Technologies (RTX).

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