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 T

Exempt or Not Exempt?

Feb 22nd, 2024 24m 50s

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, presente

Choosing the Right Tax Pro for You

Jan 25th, 2024 27m 20s

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, pr

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Finding Help & Avoiding Scams

Jan 11th, 2024 1m 11s

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, present

Tax Preparers' Legal Responsibilities to You

Jan 30th, 2023 26m 38s

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 attor

The Scary Truth About Ghost Tax Preparers

Dec 5th, 2022 22m 20s

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

You're Facing a Tax Issue. Now What?

Sep 28th, 2022 19m 59s

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 Ad

Tax Preparers' Legal Responsibilities to You

Feb 4th, 2022 18m 26s

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 loa

How to Spot Tax Scams and Avoid Fraud

Jan 28th, 2022 28m 57s

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 Boa

You're Facing a Taxing Issue. Now What?

Jan 20th, 2022 41m 49s

How to Spot Tax Scams and Avoid Fraud I Episode 2

Feb 17th, 2021 23m 10s

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. In fact, most victims have no idea it happened to them until they try to file thei

Tax Preparers' Legal Responsibilities to You

Jan 27th, 2021 16m 36s

So you hired a tax preparer. They’re the pro. You paid them a fee - but what happens if there’s a mistake? Or worse yet, fraud.Brandon Chanley, Chair of the California Tax Education Council (CTEC), chats with Richard Ernst, a former prosecutor

How to Spot Tax Scams and Avoid Fraud

Jan 25th, 2021 28m 57s

What is California doing about illegal tax preparers and tax scams? Quite a bit, actually. California is one of the few states to have set requirements for paid tax preparers. By law, anyone who prepares your tax return must be either an attorn

The Scary Truth About Ghost Tax Preparers

Jan 15th, 2021 21m 29s

It is a problem that happens every tax season. Ghost tax preparers. Who are they? They charge a fee to do your taxes, but never sign your tax return. So what can happen if a tax preparer doesn't sign? Well, how about owing thirteen thousand in