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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

Confused about your CP59R, CP59SN, or CP59 notice?

The IRS is sending notices CP59R, CP59SN, and CP59 to individual taxpayers. The CP59R reminds taxpayers to file the tax […] The post Confused about your CP59R, CP59SN, or CP59 notice? appeare...

Is that really the Taxpayer Advocate Service office calling me?

Here are some tips to follow to keep you and your private information safe in various situations. Staying safe on […] The post Is that really the Taxpayer Advocate Service office calling me? ...

IRS Issues Federal Employees and Retirees Notices About Unresolved Tax Issues

The IRS is sending LT36 notices to current and former federal employees who potentially have an unpaid tax debt or […] The post IRS Issues Federal Employees and Retirees Notices About Unresol...

IRS Appeals Moves Toward Greater Transparency by Sharing Appeals Case Memoranda With Taxpayers

NTA Blog: IRS Appeals Moves Toward Greater Transparency by Sharing Appeals Case Memoranda With Taxpayers   Introduction For years, I […] The post IRS Appeals Moves Toward Greater Transpa...

The Road Ahead for Pending Tax Administration Legislation

On January 30, 2025, Senator Mike Crapo, chairman of the Senate Finance Committee, and Senator Ron Wyden, the Committee’s ranking […] The post The Road Ahead for Pending Tax Administration Le...

How to keep your personal and tax information safe

Here are some tips to follow to keep you and your private information safe in various situations. Staying safe on […] The post How to keep your personal and tax information safe appeared firs...

Tax Court Collection Due Process Refund Jurisdiction and the TAS Act

Earlier this year, the Senate Finance Committee took a significant step toward modernizing and improving tax processes by introducing a […] The post Tax Court Collection Due Process Refund Ju...

Responding to IRS Collection Notices

If you receive an IRS collection notice regarding unpaid taxes, make sure you take time to carefully read and respond […] The post Responding to IRS Collection Notices appeared first on Taxpa...

Section 403 of the TAS Act Would Clarify the Taxpayer Advocate Service’s Ability to Access Information

I have posted several times about the discussion draft of the Taxpayer Assistance and Service Act since it was jointly released […] The post Section 403 of the TAS Act Would Clarify the Taxpa...

What to do if you receive notification your tax return is being examined or audited

What to do if you receive notification your tax return is being examined or audited If the IRS selects your […] The post What to do if you receive notification your tax return is being examin...

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.