Protecting Clients from Tax-Related Identity Theft
Published May 31, 2013 3:21 PM
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Updated May 31, 2013 4:00 PM
1 Min Read
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Place tax documents in a secure location, such as a safe or a locking file cabinet, and store them there until needed to prepare tax forms. Do not leave them in a car.
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Some tax apps require users to take photos of W2 forms. Be sure to delete images after use.
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Do not follow links in emails or text messages to the IRS site. Always type "irs.gov" directly into a browser to avoid vicious links. Report fraudulent IRS emails, texts or phone calls to phishing@irs.gov.
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Tax preparers should tell clients about the security measures employed by their offices.
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Wipe the hard drive before disposing of or donating an old computer that contains personal or financial information.
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