data protection

Should I get my “Keep Copies” of my Tax Returns by Mail or Portal?

Those big bright red envelopes have been a part of your life for a lot of years, and we still offer them.

In fact, I just ordered another $1,000 worth of those big red envelopes to ensure that we don’t run out before the tax filing deadline this year. Personally, I love them. But I must say that in today’s environment, our secure download makes more sense.

Mail marked as “IMPORTANT TAX DOCUMENTS” is now being targeted by unscrupulous people.

An elderly client in Florida just threw all of her important tax records in a brown paper sack, folded it, scotch taped it, wrote my name and address on it and dropped it in the mail!


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