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Security Summit Warns of New Phishing Email Targeting Tax Pros

Houston Corporate Taxes

The IRS, state tax agencies and the tax industry warned tax professionals to beware of phishing emails purporting to be from a tax software education provider and seeking extensive amounts of sensitive preparer data.

The email’s origin is unknown but likely issued by cybercriminals who could be operating from the U.S. or abroad. The email is unusual for the amount of sensitive preparer data that it seeks. This preparer information will enable the thieves to steal client data and file fraudulent tax returns.

The IRS reminds all tax professionals that legitimate businesses and organizations never ask for usernames, passwords or sensitive data via email. Nor should a preparer ever provide such sensitive information via email if asked.

All tax professionals should be aware that their e-Services credentials, the Electronic Filing Information Number (EFIN), the Preparer Tax Identification Number (PTIN) and their Centralized Authorization File (CAF) number are extremely valuable to identity thieves. Anyone handling taxpayer information has a legal obligation to protect that data.

Because the IRS, state tax agencies and the tax industry, acting in partnership as the Security Summit, are making inroads on individual tax-related identity theft, cybercriminals increasingly target tax professionals. Thieves are looking for real client data so they can better impersonate the taxpayer when filing fraudulent returns for refunds.

The fake email uses the name of a real U.S.-based preparer education firm. Here’s the text as it appears in phishing emails being sent to tax professionals:

In our database, there is a failure, we need your information about your account.
In addition, we need a photo of the driver's license, send all the data to the letter. Please do it as soon as possible, this will help us to revive the account.
*Company Name *
*EServices Username *
*EServices Password *
*EServices Pin *
*CAF number*
*Answers to a secret question*
*EIN Number *
*Business Name
*Owner/Principal Name *
*Owner/Principal DOB *
*Owner/Principal SSN *
*Prior Years AGI
Mother's Maiden Name

Source: IRS

Alfredo Gaxiola has worked on numerous IRS problem cases and has successfully settled with the IRS to release liens on houses, bank accounts and wages and, if needed, setting a payment installment plan that is not burdensome for the client. He has conducted appeals before the U.S. Tax Court and obtained favorable resolutions in reducing the tax debt of his clients. Mr. Gaxiola served as Treasurer of Camara de Empresarios Latinos, one of the largest and strongest Hispanic organizations in the city of Houston. He has conducted financial and accounting seminars for the Houston Small Business Development Corporation, as well.

Houston Corporate Taxes.

CPA in Houston, Alfredo Gaxiola in Houston, Houston Corporate Taxes, Individual Taxes, Bookkeeping, Income Tax, Income Tax Back, Certified Public Accountant, Tax planning, Reducing your taxes, IRS representation, Profit and loss statements, Accounts payable and receivable, Payroll, Cash flow management, QuickBooks setup and support, Accounting, Levy and Lien Removal, Accounts payable, Accounts receivable, QuickBooks setup, QuickBooks support, Certified Public Accountant, Zip Code 77084, Zip Code 77095.

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