Tax season keeps accountants busy, and it keeps scammers busy too. Early this summer, a CPA firm became the target of someone posing as a new client. The scammer spent weeks building trust before maki…
Tax season keeps acc…
Tax season keeps accountants busy, and it keeps scammers busy too. Early this summer, a CPA firm became the target of someone posing as a new client. The scammer spent weeks building trust before making a move. The good news is this story ends well. The better news is you get to learn from it without living through it. The Setup The contact arrived through the CPA firm’s website contact us page. The prospective client had a name, a personal backstory, and a reasonable set of questions about tax preparation. They were too ill to file taxes and could the CPA firm help them file late? Ov…

