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Welcome to your Secure Client Portal. Here you can upload and download sensitive files securely.

All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.

News

NTA Blog: Refund Statutes and the Lookback Rule Make Taxpayer and Tax Professionals’ Eyes Glaze Over

May 4, 2023 – As I recently stated in my February 27, 2023, blog (NTA Blog: Lookback Rule: The IRS […] The post NTA Blog: Refund Statutes and the Lookback Rule Make Taxpayer and Tax Professionals’ ...

NTA Blog: Foreign Information Penalties: Part Three: Keeping a Watchful Eye on the FBAR Guard Dog

May 1, 2023 -This is part 3 of my blog series addressing international reporting requirements. Part 1 addressed the U.S. […] The post NTA Blog: Foreign Information Penalties: Part Three: Keeping a ...

TAS officially closes the San Jose, CA office effective April 30

May 1, 2023 – Taxpayers and congressional offices in the San Jose geographic area now serviced out of the Oakland, […] The post TAS officially closes the San Jose, CA office effective April 30 appe...

NTA Blog: Chapter 61 Foreign Information Penalties: Part Two: Taxpayers and Tax Administration Need Finality, Which Requires Legislation

April 20, 2023 – Due process requires that matters be resolved according to established rules and principles and that taxpayers […] The post NTA Blog: Chapter 61 Foreign Information Penalties: Part...

TAS provides one-stop phone service for taxpayers living abroad

April 18, 2023 – International TAS taxpayers can now call one phone number regardless of their location. If you live […] The post TAS provides one-stop phone service for taxpayers living abroad app...

NTA Blog: Chapter 61 Foreign Information Penalties: Part One: Taxpayers and Tax Administration Need a Legislation Fix

April 17, 2023 – Since 2020, I have repeatedly recommended a legislative change under which Congress would make foreign information […] The post NTA Blog: Chapter 61 Foreign Information Penalties: ...

Listen Now: National Taxpayer Advocate Provides Update on IRS’s Backlog, New Strategic Operating Plan, and the State of Tax Administration

April 14, 2023 – National Taxpayer Advocate Erin M. Collins joins the American Institute of Certified Public Accountants Town Hall […] The post Listen Now: National Taxpayer Advocate Provides Updat...

NTA Blog: Why It’s Important to File Your Tax Return Timely, Even if You Cannot Pay

April 11, 2023 – With the 2023 filing season under way, taxpayers who owe tax with their 2022 tax return […] The post NTA Blog: Why It’s Important to File Your Tax Return Timely, Even if You Cannot...

TAS Success Story: Successful Saturday Outreach Supports Taxpayers

April 7, 2023  –  Taxpayers across the nation are receiving tax assistance from the Taxpayer Advocate Service (TAS) during special […] The post TAS Success Story: Successful Saturday Outreach Suppo...

NTA Blog: IRS Strategic Operating Plan Has Potential to Transform Tax Administration

April 6, 2023 – Today, the IRS released a Strategic Operating Plan (SOP) outlining how it intends to use the […] The post NTA Blog: IRS Strategic Operating Plan Has Potential to Transform Tax Admin...

Nerves of Steal,
Identity Theft
Protection

The IRS has issued several consumer warnings about the fraudulent use of the IRS name or logo by scamsters trying to gain access to consumers’ financial information in order to steal their identity and assets. Scamsters will use the regular mail, telephone, fax or email to set up their victims. When identity theft takes place over the Internet (email), it is called phishing.

The IRS does not initiate taxpayer communications through email. Unsolicited email claiming to be from the IRS, or from an IRS-related component such as EFTPS, should be reported to the IRS at phishing@irs.gov.

Additionally, clicking on attachments to or links within an unsolicited email claiming to come from the IRS may download a malicious computer virus onto your computer.

Learn more about identity theft.

Learn how to protect your personal information.

You may also report instances of IRS-related phishing attempts and fraud to the Treasury Inspector General for Tax Administration at 1-800-366-4484.