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How Secure is Your Tax Information With Your Tax Professional?

Posted by Marcelino Dodge on
0
Business
How Secure is Your Tax Information With Your Tax Professional?

How safe is your personal or business information with your tax professional? Are you considering the security of your private, personal information when selecting the person or organization to prepare your personal or business tax return? Does your tax professional have a Data Security Plan? What kind of online security does a tax professional employ in their office? All important questions to consider before selecting a tax professional. I will discuss the importance of software security with Alvion Legall of ABL Computers. We will discuss his new book Cyber Storm and how easily hackers can fool any of us.  Client confidentiality and client security are my top priorities.

Click Here for this information show.

Looking for a solution to help you file your tax return safely and securely?  Click here

Tax Questions and Answers with The Tax Answers Advisor

Posted by rstapholz on
0
Empowerment
Tax Questions and Answers with The Tax Answers Advisor

Ms. Tiff Tilton asks tax related questions for Cash Tracks Financials’ various clients. A wide variety of topics on individual and business taxes will be discussed. We will cover topics such as: What makes the Head of Household filing? Taxable versus non-taxable income? Difference between a W-2 and a 1099? And what documents are needed to file taxes? Why is it important to discuss these topics now? Everyone needs to be ready to file taxes and to plan for tax reduction. The importance of a tax professional such as an Enrolled Agent (EA) is more important now ever before with all the possible tax changes in the next few months. Having an Enrolled Agent assisting you year around will help you reach your goals with a personal financial review and proactive tax planning.

Click Here for all this vital information.

Is My Tax Data Safe & Secure? How Safe is My Personal Information?

Posted by rstapholz on
0
Business
Is My Tax Data Safe & Secure? How Safe is My Personal Information?

Data P.jpg

No one can fully guarantee the security of personal information. What can be done is take all possible precautions to physically and electronically protect personal information. When you take your personal information to a tax professional, you expect them to only use your information for tax preparation purposes. You also expect that your personal information will be securely stored both physically and electronically. In this episode Marcelino Dodge, EA  explains policies and procedures a tax professional should have in place to protect your data from both physical attacks and electronic attacks. Click here for suggestions of what you can ask before even providing your information to a tax professional.

What does EA mean? Why an Enrolled Agent is the Best Choice!

Posted by rstapholz on
0
Business
What does EA mean? Why an Enrolled Agent is the Best Choice!

First created in 1884 to prepare claims against the government for the American Civil War, Enrolled Agents have been at the forefront of representing taxpayers who need the extra help with personal and business taxes. But, what exactly is an Enrolled Agent? Many taxpayers have never heard of an Enrolled Agent, much less even know what the initials “EA” mean. This program helps you to understand what an Enrolled Agent is, what is required to become an Enrolled Agent, and why it is beneficial to use an Enrolled Agent to prepare your tax return. I will explain my personal journey to join this exclusive group of tax professionals.

Click here for this very informative show.

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