Download the App!
show episodes
 
Artwork

1
Taxpayer Beware

California Tax Education Council

Unsubscribe
Unsubscribe
Monthly
 
When it comes to selecting a tax preparer, the stakes are high. The thought of potential mistakes or falling victim to fraud can be daunting. But fear not! Join Ray Davis as he hosts an exciting podcast series packed with insightful discussions. Tune in to hear real tax scam stories shared by tax professionals, get a sneak peek into the world of enforcement specialists who knock on doors, and so much more. Engage with us now and uncover the secrets of the tax world!Visit ctec.org for more in ...
  continue reading
 
Loading …
show series
 
In this episode I discuss a tax client who went with a tax preparer who was cheaper only to find an IRS Revenue Officer and US Marshall standing at his door one day asking questions about the tax return that he had filed. England Financial Services Inc - More than an accounting firm. http://www.EnglandFinancialSvcs.com Navigating the Tax Jungle is …
  continue reading
 
Understanding taxes is complicated. Hiring a tax professional can help, and it’s something millions of people do. But what if the tax professional you hire is actually a scammer? On this episode of Taxpayer Beware, presented by The California Tax Education Council, host Ray Davis will be speaking with Antonio Vazquez of the California State Board o…
  continue reading
 
Tax professionals doing business in California must meet certain state requirements – but the details on these requirements can be confusing, especially when it comes to who is exempt, and who isn’t. On this episode of Taxpayer Beware, presented by The California Tax Education Council, host Ray Davis will be speaking with Rebecca Landeros from the …
  continue reading
 
In California, only attorneys, CPAs, CTEC-registered tax preparers, and enrolled agents are considered legally qualified tax professionals - but how do you know which one of these options is right for you? On this episode of Taxpayer Beware, presented by The California Tax Education Council, host Ray Davis will be speaking with three representative…
  continue reading
 
When it comes to filing taxes, we could all use a little help. But how do you know who's legally qualified to assist, and what happens if they make a mistake? Or worse – what if you become a victim of fraud? Welcome to Taxpayer Beware, presented by The California Tax Education Council, a show focused on providing the right knowledge and information…
  continue reading
 
Let's face it. Tax law is complex. So complex it's the reason why California requires tax preparers to be educated on tax laws. But is hiring a tax professional the right choice for you? Brandon Chanley, chats with Kelly Phillips Erb, tax attorney and senior editor at Forbes, Susie Dimaggio, enrolled agent, and Fernando Angell, CTEC registrant and …
  continue reading
 
They're a problem we keep seeing year after year, we call them ghost tax preparers. Every tax season, they'll hang a shingle over a tax preparation service, offering it for a low fee, or sometimes just word of mouth to get business. Once April 15th comes and goes, they disappear like a ghost - leaving their victims to deal with their mess. Unfortun…
  continue reading
 
It can happen to the most honest of us. It could be fraud. It could be a financial issue. But it happened. You're facing a tax issue. Is there anywhere you can go to for help? CTEC Chair, Brandon Chanley, chats with the Brenda Voet - Taxpayer Advocate for the Franchise Tax Board. Hear stories of how she's helped taxpayers with taxing situations and…
  continue reading
 
There’s a lot of misunderstanding about tax refunds - especially regarding what tax pros can and cannot do. For instance, is it okay for them to take a percentage of your refund as payment? And then there’s the controversial issue of refund loans. CTEC Chair, Brandon Chanley, chats with tax pro, Marissa Beaman, to set the record straight.…
  continue reading
 
From fake phone calls and emails to targeting your social media posts - scammers are getting more creative. Stealing not only your identity, but your tax refund. CTEC Chair, Brandon Chanley, chats with Elias Dominguez from the Franchise Tax Board Public Affairs Division. Hear what the state is doing to stop fraud and the state's advice to taxpayers…
  continue reading
 
It can happen to the most honest of us. It could be fraud. It could be a financial issue. But it happened. You're facing a tax issue. Is there anywhere you can go to for help? CTEC Chair, Brandon Chanley, chats with Steve Sims - former Taxpayer Advocate for the Franchise Tax Board and nationally-recognized state tax expert. Hear stories of how he's…
  continue reading
 
From fake phone calls and emails to targeting your social media posts - scammers are getting more creative. Stealing not only your identity, but your tax refund. In fact, most victims have no idea it happened to them until they try to file their tax return. CTEC Chair, Brandon Chanley, chats with Elias Dominguez from the Franchise Tax Board Public …
  continue reading
 
So you hired a tax preparer. They’re the pro. You paid them a fee - but what happens if there’s a mistake? Or worse yet, fraud. Brandon Chanley, Chair of the California Tax Education Council (CTEC), chats with Richard Ernst, a former prosecutor for New York State's Attorney General. Richard provides tales from the past about issues he's seen with t…
  continue reading
 
It is a problem that happens every tax season. Ghost tax preparers. Who are they? They charge a fee to do your taxes, but never sign your tax return. So what can happen if a tax preparer doesn't sign? Well, how about owing thirteen thousand in fraudulent taxes? Or paying back your refund. With interest. Unfortunately, it happens. And by the way, no…
  continue reading
 
It is a problem that happens every tax season. Ghost tax preparers. Who are they? They charge a fee to do your taxes, but never sign your tax return. So what can happen if a tax preparer doesn't sign? Well, how about owing thirteen thousand in fraudulent taxes? Or paying back your refund. With interest. Unfortunately, it happens. And by the way, no…
  continue reading
 
Loading …

Quick Reference Guide