The Help You Need, the Service You Deserve

We offer a broad range of services to help you secure a sound financial future. You've worked hard to get where you are. You deserve a firm that works hard for you.

Tax Identity Theft

Every year, countless fraudulent tax returns are filed so that fraudsters can collect a refund. Most people find out that their identity has been stolen for a fraudulent tax return, when they try to file a return, and are told by the IRS that a return has already been filed using their Social Security number.

If a fraudulent return has been filed in your name:

This does NOT affect any refund due to you; you are still entitled to receive your full refund

This DOES affect your filing process. You will not be able to efile your tax return, instead you will have to complete an IRS Identity Theft Affidavit, and mail it to the IRS with a printed and signed copy of your tax return.

Your manually filed return will take longer to process, and so any refund will also take longer.

The best way to prevent fraudulent returns from being filed with your information, is to file EARLY. Most years, you can file as early as February 1st  for the preceding year. And the earlier you file, the less chance there is that a fraudster will file a return before you do.

The IRS recommends other steps to take if you think a tax return has been filed fraudulently in your name. Click to download their Identity Theft bulletin to read more.

Latest Blog Posts

What Others Say

"Your firm has done much more for us than put the numbers in order; you have eased our minds for the future and allowed us to gear ourselves to thrive in the upcoming years. We feel comfortable asking questions, we truly believe that you want us to succeed, and we can focus on our business because of that."

"Many thanks for all the fine work you did on my tax returns. I am very grateful."

"Now that the dust has settled with the sale of my business, I wanted to take a minute to truly THANK YOU. You cared beyond what is required, and I will not forget that. Of all the business relationships that I have built, I am so fortunate to have you in my corner."

"Neil and his firm have been instrumental in helping several of my clients get their financial house in order. He is a consummate professional and an asset to the lending community."