This time garners the most important financial forms of the year flowing through the system … of course we are speaking of Tax Forms! (W-2, 1099, etc …..)
Tax Time = Fraudster Time
This week we fielded two and 1/2 possible fraud attempts. We are giving 1/2 to a email that we are not certain was fraud … No Matter.
Keep your guards up!
Last year we had double digit numbers of fraud during this season… the thing is, we did not see fraud until much later in the season. They may be starting earlier this year.
For the record, there has been no money lost on any of our known fraud attempts… we hope this never changes…. Stay Vigilant !
Happy Friday .. Enjoy Your Weekend ! Talk to you next week…
John A. Kvale CFA, CFP