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Taxpayer Beware

Author: California Tax Education Council

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You need a tax preparer, but don't know who to choose. What happens if your tax preparer makes a mistake or you become a victim of fraud? Brandon Chanley, Chair of the California Tax Education Council, hosts each podcast with a variety of guests - including tax professionals with true tax scam stories, an enforcement specialist (the one who actually knocks on doors), a prosecutor with tales from the past and more. Visit ctec.org for more information.
5 Episodes
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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 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 tax preparer.
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 registered tax preparer or IRS enrolled agent can do your taxes for a fee. Anyone who is preparing tax returns without one of those four legal designations is breaking state law. And there are thousands doing just that.To find or verify the legal status of a tax preparer, visit ctec.org.
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 those four professionals. CTEC Chair, Brandon Chanley, chats with Rebecca Landeros of the Franchise Tax Board's Tax Preparer Enforcement Team - she's the one who goes out and actually pays visits to questionable tax preparers throughout California.Hear what state is doing to stop fraud and Rebecca's advice to taxpayers.You can also find more tips on CTEC.org with links on how to find and verify a legal tax preparer.
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 avoid it happening to you. Brandon Chanley, Chair of the California Tax Education Council (CTEC), chats with Fernando Angell, a tax professional with a true story about a victim he helped. In California, only an attorney, CPA, CTEC registered tax preparer or IRS enrolled agent can do your taxes for a fee. Anyone who is preparing tax returns without one of those four legal designations is breaking state law. And there are thousands doing just that.To find or verify the legal status of a tax preparer, visit CTEC.org.
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 Education Council (CTEC), chats with Esperanza Escobedo, a tax professional who has a true story to tell about a victim that encountered a 'ghost'. Joining her is Rebecca Landeros, part of the Franchise Tax Board Tax Preparer Enforcement Team, with insights on what she sees in the field and what to watch out for.In California, only an attorney, CPA, CTEC registered tax preparer or IRS enrolled agent can do your taxes for a fee. Anyone who is preparing tax returns without one of those four legal designations is breaking state law. And there are thousands doing just that.To find or verify the legal status of a tax preparer, visit CTEC.org.
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