Taxpayer Beware
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 information. Also in Spanish at contribuyentecudese.org...
Episodes
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 of Equalization, to help illuminate how to hire legitimate tax pros, how to spot scamm...
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 California Franchise Tax Board Enforcement Team to clear up confusion you might have ...
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 representatives to understand the differences and how to decide which one is the right fit. Jen Bog...
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 to help you find the best help, and avoid the latest scams. On each episode, host R...
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 host of the CTEC Spanish Taxpayer Beware podcast.
Learn when you should hire a tax pro...
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.
Unfortunately, sometimes victims don't even know there's an issue until they get a notice from...
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 who you can trust for help.
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.
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.
You can also find more tips on CTEC.org with links on how to find and verify a legal...
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 helped taxpayers with taxing situations and who you can trust for help.
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 Affairs Division. Hear what state is doing to stop fraud, including true stories, and...
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 tax preparers and how you can avoid fraud.
In California, only an attorney, CPA, CTEC re...
What is California doing about illegal tax preparers and tax scams? Quite a bit, actually.
California is one of the few states to have set requirements for paid tax preparers. By law, anyone who prepares your tax return must be either an attorney, CPA, enrolled agent or a registered tax preparer with the California Tax Education Council (CTEC).
CTEC partners with the Franchise Tax Board to go after tax preparers who are not one of ...
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, not signing is also against the law.
In fact, we have stories to share and how you can av...
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, not signing is also against the law.
Brandon Chanley, Chair of the California Tax Educat...
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