A CPA’s Guide to Tax Scam &
Identity Theft Protection
Richard Heckard, CPA
“Every 22 seconds someone becomes a victim of identity theft.
Protecting your identity and assets has never been more critical.”
Built as part of our community service outreach,
this 30 to 60 minute pro-bono workshop with Q&A is built for educating communities.
What Your Group Will Learn:
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How do fraud artists get access?
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What should you be on the lookout for?
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How to protect yourself.
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Tax identity theft affects every aspect of your financial life: your taxes, your investments, your Social Security, and your estate plan.
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Identity theft needs to be caught early; if you are a victim, there are steps you can take to limit the damage.
Steven K. Howell, CPA, CFP
“Scammers often target people who have an identity worth stealing, typically people over the age of 50 who are community leaders, business owners, and are savers & investors with healthy balances.
We’ve designed this session specifically to assist communities and their leaders in protecting their own identities, and equipping them to help others.”
We hold in-person, virtual, and private courses throughout the year, through colleges, community centers, and pro-bono through our office.
Community education is our way to give back. If you have a suggestion for a group you’d like us to assist, or a topic you think would be helpful for us to teach on, we’d love to hear from you.