The Internal Revenue Service recently issued a consumer alert about a series of tax scams and bad social media advice that led thousands of taxpayers to file refund claims they didn’t qualify for. On this episode of Taxpayer Beware, presented by The California Tax Education Council, host Ray Davis will be speaking with Christella Sanchez, Senior Stakeholder Liaison with the IRS to identify ways scammers are pretending to be the IRS, and how to spot a scam. Plus, they discuss the false tax credit hoaxes spreading on social media, why you shouldn’t ignore letters from the IRS, what to do if you think you’ve been scammed, and how you can find a legitimate tax preparer to help you. So press play and enjoy this new episode of Taxpayer Beware from The California Tax Education Council.Follow UsTwitter @CATaxEdCouncilFacebook @CATaxEdCouncil /@CTECEnEspanolInstagram @CATaxEdCouncilYouTube @CATAXEDTikTok @cataxedcouncilPresented by The California Tax Education Councilwww.CTEC.org
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17:20
Beware the Scam: A Tax Fraud Victim’s Story
We’re starting to get emails and calls from taxpayers who have listened to our podcast, and they’re sharing situations they faced. On this episode of Taxpayer Beware, presented by The California Tax Education Council, host Ray Davis will be speaking with Tom O’Saben, Enrolled Agent, CTEC board member and Governmental Relations expert with the National Association of Tax Professionals, and Rebecca Landeros with the Franchise Tax Board Tax Preparer Enforcement Team, to share the real-life story of a tax fraud victim. Ray, Tom, and Rebecca break down all aspects of the victim’s story, detailing the mistakes made along the way, and how you can avoid the same pitfalls. So press play and enjoy this new episode of Taxpayer Beware from The California Tax Education Council.Follow UsTwitter @CATaxEdCouncilFacebook @CATaxEdCouncil /@CTECEnEspanolInstagram @CATaxEdCouncilYouTube @CATAXEDTikTok @cataxedcouncilPresented by The California Tax Education Councilwww.CTEC.org
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31:19
What to Know About Disaster Relief Fraud
In the wake of California’s devastating wildfires, many taxpayers and businesses are relying on disaster tax relief to recover financially. Unfortunately, scammers see this as an opportunity to prey on victims. In this episode of Taxpayer Beware, presented by the California Tax Education Council, host Ray Davis speaks with Rebecca Landeros of the Franchise Tax Board Enforcement Team about the warning signs of fraudulent tax preparers.From recognizing red flags like unregistered tax preparers to understanding why you should never sign a blank tax return, this episode is packed with practical advice to help you avoid being scammed. Rebecca also explains how to verify credentials, report suspected fraud, and protect yourself during this vulnerable time.Tune in and learn how to safely navigate disaster tax relief and ensure your tax professional is the real deal.Follow UsTwitter @CATaxEdCouncilFacebook @CATaxEdCouncil /@CTECEnEspanolInstagram @CATaxEdCouncilYouTube @CATAXEDTikTok @cataxedcouncilPresented by The California Tax Education Councilwww.CTEC.org
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9:13
How to Spot Tax Scams and Avoid Fraud
Understanding taxes is complicated. Hiring a tax professional can help, and it’s something millions of people do. But what if the tax professional you hire is actually a scammer? On this episode of Taxpayer Beware, presented by The California Tax Education Council, host Ray Davis will be speaking with Antonio Vazquez of the California State Board of Equalization, to help illuminate how to hire legitimate tax pros, how to spot scammers, and what to do if you get scammed. Antonio shares insights on what ghost tax preparers are and how they operate, common red flags, what questions to ask your prospective tax professional, and much more. So press play and enjoy this new episode of Taxpayer Beware from The California Tax Education Council.Follow UsTwitter @CATaxEdCouncilFacebook @CATaxEdCouncil /@CTECEnEspanolInstagram @CATaxEdCouncilYouTube @CATAXEDTikTok @cataxedcouncilPresented by The California Tax Education Councilwww.CTEC.org
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17:51
Exempt or Not Exempt?
Tax professionals doing business in California must meet certain state requirements – but the details on these requirements can be confusing, especially when it comes to who is exempt, and who isn’t. On this episode of Taxpayer Beware, presented by The California Tax Education Council, host Ray Davis will be speaking with Rebecca Landeros from the California Franchise Tax Board Enforcement Team to clear up confusion you might have around these state requirements. Rebecca shares insights on situations like out of state businesses doing California returns, volunteer services, and she talks through some specific scenarios that should help enlighten the issue. So hit play and enjoy this new episode of Taxpayer Beware from The California Tax Education Council.Follow UsTwitter @CATaxEdCouncilFacebook @CATaxEdCouncil /@CTECEnEspanolInstagram @CATaxEdCouncilYouTube @CATAXEDTikTok @cataxedcouncilPresented by The California Tax Education Councilwww.CTEC.org
When it comes to selecting a tax preparer, the stakes are high. The thought of potential mistakes or falling victim to fraud can be daunting. But fear not! Join Ray Davis as he hosts an exciting podcast series packed with insightful discussions. Tune in to hear real tax scam stories shared by tax professionals, get a sneak peek into the world of enforcement specialists who knock on doors, and so much more. Engage with us now and uncover the secrets of the tax world!Visit ctec.org for more information. Also in Spanish at contribuyentecudese.org...
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