Natural Disasters & Tax Scams In Colorado Springs – How Ready Are You?

Avoid Tax Scams Following Natural Disaster

Information About Tax Scams After a Natural Disaster

The following information is a transcript from the Marcelino Dodge Tax Answers Advisor podcast on VoiceAmerica.

We want to also remind you that if you want to learn more about the tax planning services, tax resolution services available in Colorado Springs, or if you have trouble with the IRS, behind on filing tax returns, or owe the IRS back taxes, I can certainly help you resolve those issues as well. As well as any other year-round services that’s offered by Cash Tracks Financial because that’s what makes this podcast possible is Cash Tracks Financial Inc. And the way you can contact me is by email success@cashtracksfinancial.com. Or give me a call which is 844-394-4287 or (719) 359-8789 in Colorado Springs or visiting our website at Tax Accountant At Cash Tracks Financial Colorado Springs online. I’m also on Facebook and YouTube; remember – we make tax time less taxing as well as work to have you whether individually or at the business level pay as little tax as possible. So, we’re gonna go and get into it this time is the topic that is going to be discussed today, which is Natural Disasters and Tax Scams. How ready are you for these? We’re going to touch first let’s begin with the scams because taxpayers have so much information that can get used abused by those who are seeking out to get your information. There’s been so many creative scams over the last few years.

 

 

Not long ago, there were those calling up on the telephone, and saying if you don’t pay me right now or send this payment right now the IRS is going to send the sheriff or police or whoever to your door and arrest you. Now it was a scam to get you to try to make payments through debit cards or other means. There’s also been many scams for fishing emails, they send you an email asking for perhaps information threatening from the IRS. See, I’ve gotten similar emails myself as a tax professional, except in my case, what I get sometimes are emails from individuals who claim they want to be clients or they need help with their taxes. But because we have such stringent security policies here within Cash Tracks Financial, I don’t click on stuff because one area is especially here, which is really good. And you need to ask your tax professional this, do they accept tax documents through email? See what happens with many tax professionals is that these emails will sometimes go out trying to get into your system, which I’ve had several of these over the last couple years.

Ones will send me here’s my tax documents, click on this link to go to my secure Dropbox or other online system to be able to get my documents and review my documents. Well, I immediately respond back to these ones and say, Sir, or Madam. These are the policies of Cash Tracks Financial, and thus, I will not click on your link. If you want to use my services, you need to follow our procedures which includes responding to the invitation we send you for our online portal and you upload your documents to the portal and see by doing so, I make sure I keep people out of my systems and I keep them the system secure as possible, which is just absolutely vital to do in these times. And so that’s just something as a tax professional that I’ve had to fix, really watch out for in regards to scams.

What Does The IRS Say About Natural Disaster Scams?

Fraudulent schemes normally start with unsolicited contact by telephone, social media, e-mail or in-person using a variety of tactics.

• Some impersonate charities to get money or private information from well-intentioned taxpayers.
• Bogus websites use names similar to legitimate charities to trick people to send money or provide personal financial information.
• They even claim to be working for or on behalf of the IRS to help victims file casualty loss claims and get tax refunds.
• Others operate bogus charities and solicit money or financial information by telephone or email.

Source: IRS warns of scams related to natural disasters

And there’s just various things out there another area that I personally avoid, because I get a lot of different emails as well as any mean emails for someone offering services of some sort. And all they have is like a free like Gmail account or a free Hotmail account, but they’re offering me some type of services. And usually, I just click those away as well. Because I don’t know the person. And I don’t, I’m not sure if they’re legit or not. And it’s hard to track them down where whoever their business is. So anyway, just some little tips to watch out for scams and scams that I’ve had to watch out for. But as we look at these, how these continue to evolve with the IRS, we got to keep in mind whenever certain methods of communication are used. And these are methods such as like early mentioned, email, aggressive telephone calling and one of the newest methods, it’s being used as text messaging, ones try to imitate the IRS. And with this, they’re doing what’s known as now called a phishing campaign. And that’s targeting you through text messages.

Cash Tracks Financial Colorado Springs Services For You

• Tax Planning
• Tax Preparation
• Tax Filing
• Tax Accountant Consulting
• Tax Remediation
• Tax Relief

And each of us and we’ve seen these text messages come through or these messages come through various social media platforms, saying that, well, we need to maybe take care of a matter or the IRS is trying to contact us to do take care of certain overdue tax bills. Well, keep in mind, the IRS does not communicate with you directly through email. They do not communicate through telephone aggressive telephone calls. And they do not right now communicate through text messages. So, any of these methods that you get, you receive some type of message or communication where they’re trying to imitate the IRS trying to look like the IRS website or IRS graphics or whatever they look like you got to be very, very careful and just kind of look and hover and not tap on anything that is going on there.

Now, we consider there’s many different levels that they to do to try to just get you to come in and try to get you to perhaps provide some of your personal information because one area is you got to keep in mind is that the IRS already has usually things like your social security number, they already have your birthday. So, if there’s a somebody’s asking you for this information, you can definitely probably guarantee they are not from the IRS because the IRS is not likely to ask you for your social security number, they do ask you for it, when you call them and talk to a live person, they want to confirm your identity. But if their call, if someone’s calling you and it’s not an original, not something that you’ve started previously with the IRS, then you got to be very, very cautious and just throw up the red flag and move on definitely.

Now keep in mind there, there’s a lot of different levels that are used such as COVID relief, these some of these have been used in the past, they still may be trying to do some of this now, there’s various tax credits that they want to make sure claim they want to help you to qualify for and get the maximum credits. Well, watch out for those. And some of these are probably going to pick up more as we get a little closer to tax season. But it’s good now to think about this and to be on the watch. That way you don’t get caught up in this. Or perhaps they’re looking to try to help you set up an IRS account through the ID that the IRS is trying to encourage ones to use to set up their personal accounts with the IRS which it’s a little difficult to use. But ironically, this year after I helped a few clients that needed to set up to verify their identities because you get these occasional letters from the IRS saying please verify your identity before we can send off your refund.

It actually went pretty smooth on the individuals that I did. So just keep in mind that if you’re going to try to set up your IRS account, don’t go through one of these people that are trying to solicit you via one of these methods that I’ve mentioned. Go to a true tax professional like myself to help you to do that if you feel like you really need some help. Another area which to me is a scam is and I’ve received a lot of these emails. And actually, I have a lot of these showing up in my spam email now. And these are people who are pushing the Employee Retention Credit. Now this to me is an absolute biggie because it can affect a lot of areas and a lot of tax returns. If people after the fact go in and apply for this credit. I’m going to come back to that more in just a little bit. But keep in mind, watch out for those who are trying to get you to you to take out or to apply for the employee attention credit.

Beware Of Phishing

So, this area, once again is very, very huge with the IRS, you need to just keep your eyes open. Watch out for this phishing, they’re looking out for personal information to do some identity theft to try to grab your information and basically go make some money. So, keep it in mind that the IRS only communicates generally through letters. And if you ignore those letters, it’s not a good thing to do, which could put you into some tax trouble, but you want to make sure that you do respond to letters from the IRS and genuine letters from the IRS. Now, some of these areas that are sending out in the new area, like se as earlier, a newer method, or maybe just going on in the last few months is through text messages. And at some point, everybody’s going to receive one, I’ve received emails, I’ve received a few of those threatening phone calls. I haven’t received one of the IRS themed text messages yet.

Watch Out For Text Scams

But like everything else, I’m sure it’s going to come at some point we got to be had our eyes open, be on the watch for such potential scams and to protect our personal information. Now, what happens with these text messages now what they’re doing is that they’re sending this text message out to you, claiming to be from the IRS with a link in it and just like a link in an email that you want to avoid clicking on in the text message, you want to make sure you avoid tapping on that link that is in that text message. Especially if it’s from someone you don’t know and especially if it’s from someone that is imitating the IRS. Keep in mind, IRS does not communicate through text messaging. Now what happens with these links, if you happen to tap on these links, it takes you to some type of fishing website is one potential result of that, which asks you to fill out whatever information it’s probably some type of fishing website that has IRS themed material and really made up to be like a copy of the IRS or tried to make it look like it’s really legitimate like an IRS website. Just don’t click on.

If you happen to tap on that on your device, just don’t go any farther, you just don’t want to mess with it. Another reason why you don’t even want to tap on that link is that perhaps they’re going to add some type of malicious code to your phone, perhaps try to take over your phone. I mean, we’ve seen how individuals have taken over various laptops and desktops. But this code, this bad code really can be used to take over your phone and perhaps get in and get your information off of there. So just once again, be very, very suspicious, be vigilant about any email, any type of message that could be used to imitate the IRS, you just got to be very, very careful on it. Once again, I can’t help but stress that enough.

The IRS Offers Help

Now, the IRS actually does have an email you can use. It’s phishing@irs.gov. I also got that in the description for this particular podcast as well. And when you do this, you and to send this information you’re going to send it from caller ID, whatever number comes on the caller ID if you’re called, send a copy of the text message or the email and possible, of course, and the phone number associated with that, or even the email address. And then the date if you can the time, and all the information that you can to try to really, really help ones to be able to get this information out. Now earlier, as I mentioned, I call a lot of these approaches we’re getting in regards to the Employee Retention Credit to me, some of them are very shady and very scam. Because many times I’ve to actually talk to one of these just to kind of get information gather a little bit.

And they make it sound also Gray, the oh, this is like a grant. They make it also sound like oh, well the IRS is taking time to process these. So, we have a way for you to get some of them to get the money a little bit quicker than the IRS is perhaps doing. And so that just sounds fishy to me. So, we’re gonna help you to prepare and file for this credit. Well, my question is, and I didn’t really go much further with them. But there’s other areas that fall in with this credit such as what are the rules in regards to the credit to employee owners of a corporation or a shareholder of a corporation? That is also an employee of the corporation? Was there qualification for it, also is the corporations file his tax return which many of them for 2020 or 2021 have filed their tax returns and then if they go back and apply for the employee retention credit for one of those yours, guess what they have to go and do, they have to go back and amend their tax returns in for the time that they’re taking the Employee Retention Credit. And so that just creates a whole new mess of worms.

Employee Retention Scams

Now, I don’t know if these people mentioned anything to individuals or businesses about that. But that is something that could possibly happen. If you go back to 20, or 21. Yes, you can still apply for these credits, this Employee Retention Credit, but is it really going to be is it really worth it, I don’t know, each individual case could be different for some businesses, it could very well be worth it to go back and apply for this credit, and to get it but I wouldn’t do it through any of these services that are constantly sending out emails, or maybe given you a phone call, I wouldn’t do it. Once again, I would go in and I would talk and just maybe have your tax professional who the person in person or service.

Now you use the firm, maybe look at this, and see if you actually do qualify for this credit, and really look at it with all of the rules for the credit, because a lot of the people like I work with are individual owners. And that it’s real, it’s real difficult in some of those areas to look at that credit and see as well as the qualifications that are required for those sales that need to be done. And for loss of sales in 2020 and 2021 in regards to the employee retention credit. So just be very cautious. Make sure if you’re going to go and apply for this is make sure that whoever you’re using to do it is a very good, very thorough and asking questions or mentioning things about the potential of having to amend tax returns. So just some excellent reminders for everyone in regards to watching out for scams that are out there.

Tax Scam Dirty Dozen

In fact, there are some scams that are so bad and so persistent. And I’ve done a show on this prior about the IRS Dirty Dozen. And yes, there’s a lot of other things out there that one’s tried to use to avoid paying taxes just because they don’t like paying taxes. But, hey, taxes are just a reality of life. And there’s excuses that’s trying to be done. And at some point, maybe we’ll cover the most recent time IRS Dirty Dozen for you. But yet, we want to keep in mind that we just keep up with our taxes, we pay them and we’ll be good with the IRS. Now, as we’re looking to toward other areas here. Are we ready for a disaster, we have hurricane and just recently crossed through Florida and affecting the Carolinas there. Now, that’s very sad for those individuals that are having to deal with, having to recover. And we all we all just hope for the best with them now. One of the provisions the IRS has done in those areas is that they are providing relief. Because we have coming up just shortly after this, this podcast is released, we have October 17 coming up, which is which is the deadline for filing taxes if you filed an extension. Now for those who have not filed, they’re gonna get up until February 15 of 2023 to file.

Now, some payments, though are still gonna are still going to be due. Because when relief is given, it excludes payments that were due on April 18 of this year. So hopefully, if ones have made whatever payments they need to make, hopefully they’ve made them applicable for the 2021 tax year. Now, though, for those who may have some employer related payments that need to be made and employer related forms that need to be paid. You have a little bit you have more time you have up until February 15 to get those payments made, and to also be able to file the payroll tax returns in this case can be the 941s. Now we keep in mind that this relief applies to areas that are declared to be disaster areas by the Federal Emergency Management Agency or FEMA. And there’s an IRS disaster page to look exactly to see if your locality is among those that fall within this area of relief.

Now also, if you are in one of these areas where this relief has been granted, you don’t have to apply for it anything that relief is just automatic. So, you just go about getting stuff done, get organized, and just get yourself filed by February 15. What is the stress for us here? This stresses for us that the importance of having some type of emergency preparedness plan. So how are we going to do that? I mean, because we got various types of disasters you have like in the hurricanes that hit some areas, you can have earthquakes, other areas, you can have tornadoes, torrential rains, you can have floods. So how do we prepare, in a sense for, for this financially for tax wise? Well, some suggestions I’m gonna go through here are just our items that we all can look at possibly doing. And such a start by securing and duplicating essential tax and financial documents. How do we secure those? Well, one way is to perhaps set them up in a, have copies in waterproof containers in some type of secure space, this could be a safe, this can be something or an area that that’s a new deck can be very strong. You can also look at having such documentation with a trusted person, someone who you feel you’re comfortable with, keep a copy outside of the local area. Because disasters like you know like in or if a tornado hits a certain area, if you’re out outside of that area, have someone outside of that area where you are you can be and keep your documents safe in the event of a disaster.

Now, a good, a good area to look at now, especially these days is to perhaps consider as you’re making copies, if you only what you have is on paper. Can you look at perhaps scanning of getting him into a digital format, having some type of once again, secure digital location because one area he talks about a lot in our business is having offsite Backups? Are we, are we, am I as a tax professional just backing up my system to another disk drive here? Or do I use some type of offsite backup system. And it’s so easy nowadays to be able to do this backup with many qualities online services that provide the necessary security that is needed, and be able to provide you with access to those should you be able to need. Now most individuals can use services, perhaps like maybe you can use like a Dropbox or OneDrive or some type of cloud-based storage application to store these documents in or copy electronic copies of these documents. That way, after a disaster, you have access to them to be able to once again get back on track and get going there. So, it’s really good to look at making copies.

Protect Your Valuable Documents and Other Items

Now as you’re also as you’re considering this, looking at your disaster preparation, being prepared, just in case, taking this to the next step, not just your tax documents, your receipts, things I talked about scanning them in, how about your just regular valuables in your home, you want to make sure you document out those valuables. And that’s important for tax purposes as well to have a good documentation of your valuables and have this as part of your cloud storage or other area that you’re using to keep track of your tax documents. This detailed inventory of both personal and business contents will be very helpful for insurance purposes. But yet, once again, as I mentioned, it will be very helpful for tax purposes as well. Now, because in some circumstances, you’re going to encounter times where you have insurance, but for some reason or some oddity, insurance may not cover everything in related to the disaster, which is why these descriptions because you want to make sure that with these descriptions that you make, that you get as broad and as big as you can and getting them covered.

Now, for some reason, maybe insurance doesn’t pick up the total cost well, you may qualify to get some casualty losses on your tax return depending on the amounts there are and so on. So just keep that in mind, it’s not just thinking for insurance purposes is for tax purposes, why you do these, photos, videos with descriptions would be very good. Because especially when we’re dealing with insurance, and once again, with taxes, we can forget things, we can forget how much clothing we actually have, we can forget about pots and pans and so on in the kitchen, we can forget about certain electronic devices, we didn’t forget about certain things maybe that we don’t use every single day or once or twice a week. But if maybe only once every six months or every couple months, we may forget some of these things. So, but if we get good documents and videos of these, we’re going to be able to remember about what needs to be done then. So that we can make sure you get either the proper amount of insurance claim put in or be able to file it for the correct amount for our tax return purposes as well. Now, as part of this as well, if you’re a business the same holds true with your records.

Try to keep as much of them in a digital format and stored not only on site of your business, but also off site of your business using some type of cloud storage but depending on the type of business you’re in, and business in general, you may want to look like if you’re gonna use some type of cloud storage, you may want to use something that will really secure your documents. Very good, secure company that can store especially if you’re dealing with the information like we deal with at Cash Tracks Financial Colorado Springs with a lot of private personal information. And with that information, we must use a higher level of security. And because of that, we pay certain amounts for that level of security, not just locally, but as well as for our protection for backups, and so on. So that’s something as a business you need to consider looking at perhaps doing and just general business documents while having a good level of security there for your backup as well as your life.

Employers Can Use EFTPS

Also, if you are an employer, you’re encouraged to make sure and use EFTPS, The Electronic Funds Tax Payment System directly from the IRS. That is excellent. I’ve had great success with that in recording, keeping track of payments I’ve had, in the 20 years, I’ve basically been using the system, I’ve had it happen only once or twice where I’ve actually had to send in a copy of the confirmation notice to the IRS and say, yes, we did make this payment, as well as what’s good about EFTPS is that you can go in, you can take a look and see what payments you actually made. And for what quarter you actually made them. If you’re talking employer payroll taxes, please see exactly what you did and keep track of it. Also, perhaps if you use some type of payroll provider, like I use a service here as part of my payroll.

And what we do is we pre fund all of the payments, we don’t wait to the quarter or we don’t wait to the end of the month, we process and we get those amounts from the employer with each payroll. And with those amounts, the IRS amounts are paid on a monthly basis, or by weekly basis, whatever, whatever the employer happens to be with their scheduling with the IRS for making the payments, so we get all of that done. And so those are areas once again, keep in mind and use if you’re in one of these disaster areas or a victim of a disaster, make sure you’re using these electronic tools from the IRS to help you to keep track of the payments. Farmers and Ranchers when I have several in my area here, where due to extreme drought conditions, you can be of course, able to take deferral on the sale of cattle. Yes areas, these are areas that are determined by the National Drought Mitigation Center, that where farmers are able to take certain deferrals on the sale of cattle, because every year as ranchers go through and update their cattle every so many years, due to a drought, they may be required or they may have to sell have a forced sale of livestock because of drought conditions, some of their breeding livestock and so because of this.

Drought Relief

If it’s due to drought, they can defer the gains on those, which is really great benefit. I’ve done this before for some clients and it’s worked out very well. It’s getting the correct documentation to the IRS; you get those deferred now usually there’s only four years to replace them. And usually not that hard to do. But in some areas the drought has been persistent and it hasn’t been as easy to replace the cattle. So right now, for example, this year, the IRS has actually extended that deferral period. For those that sold cattle in 2018, their replacement period was actually ending on December 31 2022. Well, that has now been extended for those who have who filed for that until the end of 2023 to replace those cattle. So, a fine extension that the IRS has given for, for ranchers to be able to continue to defer that capital gain otherwise they’d have to pay the tax on that gain from that unexpected sale of the capital, which for some can be a very large gain, or actually could be double or triple of what they normally have done in prior years. So that deferral is a real good benefit.

And I’ve done that, once again, it’s for ranchers can turn out to be just a wonderful, wonderful benefit for them. One other area I’m going to touch on here is that PPP, the Payroll Protection Plan loan forgiveness, want to remind those who took advantage of these loans, which they were great, they provided good relief at a particular time, but the IRS is going to be ramping up. And it’s going to be important that documentation is kept for five years on this, especially if you had employees if you’re a sole proprietor, you may not really have anything to worry about when it comes to audits, but the IRS could come looking for ones or the SBA maybe. So, some loans, perhaps were forgiven on misrepresentations. And if you are anyone who anyone who has done this, just be where the that if you misrepresented, you could be on the IRS radar, you could be on the radar there to have that changed or have something reclassified because we keep in mind one’s got us PPP loans for them to be properly forgiven.

You had to use the proceeds for eligible expenses and these included items such as payroll, rent, interest on the mortgage, and utilities, which a vast majority of employers I’m sure, follow the rules and follow the walk and basically had to be a small business. To qualify as well as he had to apply for forgiveness, although in some of the lower loans it was like given automatic. But if you were up to certain amounts that you had to apply for forgiveness, as well as you had to sign a disclosure that you use it for eligible expenses. Now, as I go through and check which there’s going to be some follow through on this if you had a loan, and it was inappropriately forgiven, because you didn’t use it for the qualified expenses, well, you need to be compliant.

And what does that mean? Well, what that means is that you the individual or business, who used funds for PPP, loan funds for items other than what was legal or what was eligible and eligible expense, you will, if the IRS goes in and catches and reclassifies this, which can happen over the next few years, as they go through and look at this. You need to amend your return and include that PPP loan amount in income. And so, and what happens with that, if it gets reclassified as income, guess what, you got failure to report income penalties, you got late payment penalties, plus you got interest, and thus, an amended return. And all the penalties that go right along with it. It’s something very important to keep in mind and to consider. So please keep that documentation for your PPP loan, and be ready, just in case have all your documentation ready to support the fact that you did use the funds for proper use. So yes, as we’ve gone through today, and we looked at a lot of misinformation, reminders on watching out for scams, with the higher IRS ones that are imitating the IRS for some reason, they just never get tired of it, they get more and more creative.

They’re looking for new ways to get on to your information. And that’s why as a tax professional, I take client security extremely seriously, we have a no click policy here, which basically means if we don’t know who’s sending it, we don’t click on it. We delete the email. And that is something even if you don’t use Cash Tracks Financial of Colorado Springs to do your taxes. You should be asking questions to your tax professional, what kind of measures do you take to protect my information? And it can be both physical measures. And also, software measures. What are you taking for online measurements because even here in this office, we take physical means to protect client information, such as locking file cabinets, locking desk drawers, wherever client information is located alarm System in the building these kinds of areas are what we think about and what we use on a regular basis. Because we don’t want our clients to be scammed.

A Tax Professional Will Offer Document Security

We don’t want our client’s information to be out there floating around for someone to use and exploit. And so that’s what a tax professional can do. But yet you as an individual need to take the lead as well, your personally and just watch out for these scams watch out for any phone calls, haven’t heard the phone calls so much lately, but they could return especially if they’re talking about things like Student Loan Relief, or that the President put through or approved. So that’s something to think about as well, be watching out for those. Keep in mind the IRS only communicates through regular mail to you. And sometimes they get a little aggressive when sending you a certified letter if you have ignored them. So just don’t ignore the IRS. Watch out for anyone who demands payment, immediate payment from you via email, text message or telephone. The IRS does not do that. They send you many notices.

Because I’ve had once again many people contact me and say well, I had so and so from the IRS call me and I’m like well, I look at the record they say no you don’t have any issues and they don’t have any issues. There’s nothing there. So that’s they don’t do it. They don’t have to worry about it. So don’t click on any of these deals in emails. Don’t tap on anything that shows up in your, in your text messages as well be very, very careful about that. Also, if you’re getting solicitations for the Employee Retention Credit for your business, I recommend you really check out any company who claims to be offering help with this. In fact, I would even go to the point of talking to your tax professional, whoever does a tax return regularly or works with your payroll taxes. Talk to them, get your tax professional involved, find out if you even qualify depending on your situation so that you can make sure you’re ready.

Make sure disaster wise, that you have proper backup set up, you can use both physical backups, and you can use electronic backups, use some type of online service to help store some of the documents if you have a relative or someone that you trust, to keep copies of your documents and somewhere outside of the local area. Do that as well. That’s another valuable way to do and keep in mind how important it is to have documentation of your valuables and what you have in the home.

Things that are valuable to you and will need to be replaced or even stuff that cannot be replaced. Just keep a good list of those items, it’s very, very valid to have so for both insurance purposes, and for tax purposes, if you’re an employer, make sure you keep in mind to use like EFTPS to help track any payments you have made. And then of course, make sure if you had a PPP loan, you keep your documentation for five years. And if you have any misrepresentations on there, be aware, you could cap to come back and report income on your tax return and pay penalties for not properly having a PPP loan forgiven. And so, all of these are just excellent reminders that we provide on a regular basis for all because planning for the lowest income taxes, paid clients security, all of these are just a big part of the pie that Cash Tracks Financial Colorado Springs offers for you. Because as a tax professional, I really strive to make tax time less taxing. And by working with us, we can help you to minimize tax liability, help you to plan throughout the year, help you to establish goals, have regular meetings, which I have regular meetings with some clients, either monthly or quarterly, depending on the client needs.

Setting Goals

Through that we look at the goal. What kind of goals have established for this year? Where are we wanting to go? Are we getting there? Are we on target? How’s our withholding doing? Or if you’re starting a new business, this is also vital. If you’re even thinking about starting a business, you need to talk to a tax professional. I don’t know how many times I’ve spoken to individuals who come in after the fact and say, well, I just didn’t know what I was doing as well. Who did you talk to? Well, so and so over here well, whether you’re a client of Cash Tracks Financial or not, and you’re looking to start a new business, you need to highly recommendation here you need to talk to a tax person, if it’s the person currently doing your taxes, and you don’t feel confident in what they’re talking about. You can definitely give us a call; we can set up a meeting. And we can do it virtually that’s the great part about being an enrolled agent, I can serve you no matter where you live in the United States.

How We Communicate Safely With You

We do video interviews, we do calls, we have a secure portal. So, you can easily upload documents, secure communication systems within that portal as well. Electronic signatures which a system working very nicely within that and even secure electronic signatures with the knowledge-based authorization so when there’s a tax form or something that needs to be signed, you have to answer some specific questions to be able to even see the form so just keep these points in mind. This is Marcelino Dodge Enrolled Agent here to help you to make tax time less taxing. When you work through Cash Tracks Financial, we want to certainly again express our appreciation for your listening to this vital information today about both scams and preparing for natural disasters, you can always look on the FEMA website for more information on how to properly prepare for a disaster.

Tax Planning And Tax Preparation

So, to schedule an appointment here to talk about any of our tax planning, tax preparation, tax filing, tax accountant consulting, and tax resolution or any of the year-round services offered by Cash Tracks Financial, you can email me it’s success@cashtracksfinancial.com. Give me a call. It’s 844-394-4287 or in Colorado Springs, call (719) 359-8789. Learn all about me and my wonderful new tax and accounting assistant Jordyn Olsen at https://cashtracks.com/about-us/ and schedule an in person or virtual appointment today. Whatever way you’d like to go. We’re very flexible and we’re ready here to serve you. So once again, I thank you so much today for listening to The Tax Answers Advisor with Marcelino Dodge, Enrolled Agent.

Marcelino Dodge, EA
Cash Tracks Financial Inc.
525 N Cascade Ave., Ste 200
Colorado Springs, CO 80903
(719) 359-8789

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