Tax return fraud, identity theft and cyber security. Just a few of today's trending topics covered in this issue of A to Zinner.

Tax Return Fraud and Identity Theft:
What You Need to Know Right Now!

By Mike Hermes
Tax Senior

Tax return fraud and identity theft occurs when someone uses your stolen Social Security Number to file a tax return and as a result, claims a fraudulent refund. 

Generally, an identity thief will use your SSN to file a false return early in the year.  The news is peppered with new and reprehensible ways these criminals are working diligently to scam taxpayers throughout the year. You may be unaware you are a victim until you try to file your taxes and learn that one has already been filed using your SSN. The IRS has begun issuing Identity Protection PINS (IP PINs), a unique, six-digit number that is... (continue reading) 

canstockphoto25108398.jpgForget the Cards, Candy and Flowers - 
What your CPA really wants to see in February 

By Robert O'Neil, CPA
Tax Senior

Many business owners stress over gathering receipts, recalculating figures and some even lose sleep over filling out their tax yearly organizer. But did you know, there are five things your CPA really wants to see when you submit your information so that he or she can start to work on your taxes? Let’s take a look... (continue reading)


Both Sides of the Coin:
What you need to know if you issue or recieve 1099 forms 

By Richard Huszai, CPA
Accounting and Tax Services Senior

penny_coins.jpgDeep into February, I begin to receive two very common questions:

"I am a payee who forgot to send or did not issue 1099s, what do I do"?

And, "I received money for various things throughout the year, such as miscellaneous work, interest, dividends and retirement distributions, and I did not receive a 1099". What should I do? (continue reading)

65 Days...
The little-known tax provision that could help you save

By Gary Sigman, CPA, M.Tax, PFS, AEP
Accounting and Tax Services Manager

Golden_piggy_bank.jpgThe benefits of trusts in managing one’s financial affairs, both during one’s life and after one’s death, are well documented and quite significant. 

Among the trade-offs for their benefit is the complexity of their tax structure and the highly compressed tax brackets that apply to them.  In addition, it is important to note that estates are subject to most of the same tax treatment as trusts. (continue reading)

This Month's Free Offer

While it may be tax season in our world, it's hunting season for crooks. Tax return fraud, identity theft and data breaches are all too common and the risk factors increase when our personal and sensitive information is stored or transmitted online. 

Our tax team is ready to help you reduce your risk and stay safe with our free Tax Return Fraud and Identity Theft e-book. 

Download your free book today and, if you still have questions, give us a call at 216-831-0733 or send  us an email at