We serve as a trusted resource supporting our clients in making confident, well-informed decisions about their financial futures. We help clients accumulate, manage, and preserve wealth through a logical and professional process that maintains unwavering alignment with their sense of purpose and vision. We are committed to providing our clients with the individual attention they deserve, helping them to achieve their financial goals and realize their broader goals for themselves and their families.
Although IRS scams are especially prevalent during tax season, they also take place throughout the year. This article identifies some common tax scams and offers tips to help avoid becoming a victim.