Here Are Your Articles for Thursday, January 09, 2020
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Protecting Our Clients' Information


With the 2020 tax filing season approaching, identity thieves will be ramping up efforts to try to steal taxpayers' information. Dalby, Wendland & Co., P.C. (DWC) takes the protection of our clients' personal information serious. Here are some safeguards to remember.

Transmitting and Receiving Tax or Other Financial Documents. DWC's Client Portal offers clients quick, easy, and secure access to transmit and store important financial information, including tax returns and financial statements. There is no size limit associated with the file uploads/downloads from the Portal and the service is free of charge to our clients. The DWC Client Portal provides various security measures, including end-to-end encryption of all files transmitted and stored, and options to create custom security roles and users to limit access. Contact your DWC representative today for more information or to sign up for DWC Client Portal access.

Requesting Personal or Sensitive Information. DWC may need to request personally identifiable or sensitive information to complete your engagement, (i.e., Social Security Number, birthdate, credit card information, bank account numbers, driver’s license, etc.). Please do not send this information to us via email. We request you send it through our secure DWC Client Portal, secure file transfer service - LeapFILE, or by calling us direct with the information.

DWC Communications. Our Firm provides electronic communications, non-sensitive documents, informational newsletters, and announcements via email. As with any electronic communication, please be cautious when opening emails and attachments to ensure it is legitimate. Do not click on any links that seem suspicious. Please contact your DWC office to ensure legitimacy if you are unsure.

IRS Scams. The IRS does not initiate contact with taxpayers by email, text messages, or social media channels to request personal or financial information. We recommend people visit the IRS website,, to help recognize tax and other scams and to stay updated on taxpayer/consumer alerts about common and new scams, and identity theft.

Please contact us for questions. Thank you and we look forward to serving you!

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Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
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