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.

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Presented by The California Tax Education Council

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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.

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Presented by The California Tax Education Council

www.CTEC.org

In California, only attorneys, CPAs, CTEC-registered tax preparers, and enrolled agents are considered legally qualified tax professionals - but how do you know which one of these options is right for you? On this episode of Taxpayer Beware, presented by The California Tax Education Council, host Ray Davis will be speaking with three representatives to understand the differences and how to decide which one is the right fit. Jen Bogart from The California Society of CPAs, Fernando Angell, a CTEC director, and Tom O’Saben from the National Association of Tax Professionals share insights on the different types of tax pros, how to decide which one is right for your financial situation, and how to spot a scam that looks like a good deal. Hit play and enjoy this new episode of Taxpayer Beware from The California Tax Education Council.

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Presented by The California Tax Education Council

www.CTEC.org

When it comes to filing taxes, we could all use a little help. But how do you know who's legally qualified to assist, and what happens if they make a mistake? Or worse – what if you become a victim of fraud?  Welcome to Taxpayer Beware, presented by The California Tax Education Council, a show focused on providing the right knowledge and information to help you find the best help, and avoid the latest scams. On each episode, host Ray Davis sits down with a variety of expert guests to share their firsthand insights and experiences, to equip you with the tools and information you need as you prepare for tax season and beyond.  So join us for every episode of Taxpayer Beware, presented by The California Tax Education Council.

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Presented by The California Tax Education Council
www.CTEC.org

Let's face it. Tax law is complex. So complex it's the reason why California requires tax preparers to be educated on tax laws. But is hiring a tax professional the right choice for you? 

Brandon Chanley, chats with Kelly Phillips Erb, tax attorney and senior editor at Forbes, Susie Dimaggio, enrolled agent, and Fernando Angell, CTEC registrant and host of the CTEC Spanish Taxpayer Beware podcast.

Learn when you should hire a tax pro and when it's okay to go it alone.

They're a problem we keep seeing year after year, we call them ghost tax preparers. Every tax season, they'll hang a shingle over a tax preparation service, offering it for a low fee, or sometimes just word of mouth to get business. Once April 15th comes and goes, they disappear like a ghost - leaving their victims to deal with their mess.

Unfortunately, sometimes victims don't even know there's an issue until they get a notice from the IRS or the Franchise Tax Board or year or more later. Brandon Chanley chats with Christella Sanchez of the IRS and Rebecca Landeros with the Franchise Tax Board enforcement team. Learn what to know if this happens to you and where you can go to for help.

It can happen to the most honest of us. It could be fraud. It could be a financial issue. But it happened. You're facing a tax issue. Is there anywhere you can go to for help?

CTEC Chair, Brandon Chanley, chats with the Brenda Voet - Taxpayer Advocate for the Franchise Tax Board. Hear stories of how she's helped taxpayers with taxing situations and who you can trust for help.

There’s a lot of misunderstanding about tax refunds - especially regarding what tax pros can and cannot do. For instance, is it okay for them to take a percentage of your refund as payment? And then there’s the controversial issue of refund loans.

CTEC Chair, Brandon Chanley, chats with tax pro, Marissa Beaman, to set the record straight.
 

From fake phone calls and emails to targeting your social media posts - scammers are getting more creative. Stealing not only your identity, but your tax refund. 

CTEC Chair, Brandon Chanley, chats with Elias Dominguez from the Franchise Tax Board Public Affairs Division. Hear what the state is doing to stop fraud and the state's advice to taxpayers.

You can also find more tips on CTEC.org with links on how to find and verify a legal tax preparer.

It can happen to the most honest of us. It could be fraud. It could be a financial issue. But it happened. You're facing a tax issue. Is there anywhere you can go to for help?

CTEC Chair, Brandon Chanley, chats with Steve Sims - former Taxpayer Advocate for the Franchise Tax Board and nationally-recognized state tax expert. Hear stories of how he's helped taxpayers with taxing situations and who you can trust for help.