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Alexandria Romero from McPherson, Goodrich, Paolucci & Mihelich, PC Selected to Attend AICPA’s 2019 Leadership Academy

Posted by Admin Posted on July 11 2019

 

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Alexandria Romero, CPA, MPAcc was one of only 38 CPAs honored by the American Institute of CPAs (AICPA) as a member of the Leadership Academy’s 11th graduating class. Alexandria was selected based on her exceptional leadership skills and professional experience for the four-day Leadership Academy program, which will be held from October 6-10 in Durham, N.C.

Alexandria is a Certified Public Accountant at McPherson, Goodrich, Paolucci & Mihelich, PC, a public accounting firm in Pueblo, Colorado.  There she performs audits, prepares tax returns and provides accounting services, as well as manages the firm’s social media accounts.  Alexandria earned her Bachelor’s degree in accounting from Colorado State University – Fort Collins and her Master’s degree in professional accounting from Colorado State University – Global.

Alexandria is on the Board of Directors for the Pueblo Downtown Association and serves as Treasurer for the Southern Colorado Runners Group and the Junior League of Pueblo. Alexandria has worked with the Colorado Society of CPA’s as a member of the planning committee for their Emerging Leaders Symposium since its inception in 2017. Recently, she was honored as one of the 40 Under 40 Emerging Leaders by the Pueblo Latino Chamber of Commerce.

The AICPA Leadership Academy was designed to strengthen and expand the leadership skills of promising young professionals while they network with a peer group of talented and motivated CPAs.

The Leadership Academy features career-development workshops and sessions with some of the accounting profession’s most prominent influencers, including William (Bill) Reeb CPA, CITP, CGMA, chair of the American Institute of CPAs, Barry Melancon, CPA, CGMA, American Institute of CPAs president and CEO, Association of Certified Professional Accountants CEO, and Mark Koziel, CPA, CGMA, Executive Vice President – Firm Services, Association of Certified Professional Accountants.

Participants were selected from public accounting firms of all sizes, business and industry, academia and consulting firms.

The 2019 Leadership Academy attendees were recommended by their employers, state CPA societies or both. Candidates submitted resumes and a statement explaining how participating in the Leadership Academy would impact them personally and professionally. They also wrote an essay on the topic “The future will bring significant changes to the accounting profession. What do leaders have to get right in order to successfully lead?”

To date, 351 CPAs have participated in the AICPA Leadership Academy, many of whom have gone on to take on leadership positions in their firms, businesses and volunteer organizations.

More information about the AICPA Leadership Academy is available online.

Tax Scams

Posted by Admin Posted on Feb 05 2018

Recently there have been numerous different types of tax scams.  Below is an article from the IRS outlining a few of these scams and what you should do if you find yourself a target. 

Source:Tax scams/consumer alerts. IRS, https://www.irs.gov/newsroom/tax-scams-consumer-alerts 

Tax Scams / Consumer Alerts 

Thousands of people have lost millions of dollars and their personal information to tax scams. Scammers use the regular mail, telephone, or email to set up individuals, businesses, payroll and tax professionals.    The IRS doesn't initiate contact with taxpayers by email, text messages or social media channels to request personal or financial information. Recognize the telltale signs of a scam. 

Scams Targeting Taxpayers

A sophisticated phone scam targeting taxpayers, including recent immigrants, has been making the rounds throughout the country. Callers claim to be IRS employees, using fake names and bogus IRS identification badge numbers. They may know a lot about their targets, and they usually alter the caller ID to make it look like the IRS is calling. 

Victims are told they owe money to the IRS and it must be paid promptly through a gift card or wire transfer. Victims may be threatened with arrest, deportation or suspension of a business or driver’s license. In many cases, the caller becomes hostile and insulting. Victims may be told they have a refund due to try to trick them into sharing private information. If the phone isn't answered, the scammers often leave an “urgent” callback request.

Some thieves have used video relay services (VRS) to try to scam deaf and hard of hearing individuals. Taxpayers are urged not trust calls just because they are made through VRS, as interpreters don’t screen calls for validity.

Limited English Proficiency victims are often approached in their native language, threatened with deportation, police arrest and license revocation, among other things. IRS urges all taxpayers caution before paying unexpected tax bills. Note that the IRS doesn't:

  • Call to demand immediate payment using a specific payment method such as a prepaid debit card, gift card or wire transfer. Generally, the IRS will first mail you a bill if you owe any taxes.
  • Threaten to bring in local police or other law-enforcement groups to have you arrested for not paying.
  • Demand payment without giving you the opportunity to question or appeal the amount they say you owe.
  • Ask for credit or debit card numbers over the phone.

Scams Targeting Tax Professionals

Increasingly, tax professionals are being targeted by identity thieves. These criminals – many of them sophisticated, organized syndicates - are redoubling their efforts to gather personal data to file fraudulent federal and state income tax returns. 

Soliciting Form W-2 information from payroll and human resources professionals.

The IRS has established a process that will allow businesses and payroll service providers to quickly report any data losses related to the W-2 scam currently making the rounds. If notified in time, the IRS can take steps to prevent employees from being victimized by identity thieves filing fraudulent returns in their names. There also is information about how to report receiving the scam email.

Employers are urged to put protocols in place for the sharing of sensitive employee information such as Forms W-2. The W-2 scam is just one of several new variations that focus on the large-scale thefts of sensitive tax information from tax preparers, businesses and payroll companies.

Surge in Email, Phishing and Malware Schemes

Phishing (as in “fishing for information”) is a scam where fraudsters send e-mail messages to trick unsuspecting victims into revealing personal and financial information that can be used to steal the victims’ identity. 

The IRS has issued several alerts about the fraudulent use of the IRS name or logo by scammers trying to gain access to consumers’ financial information to steal their identity and assets. 

Scam emails are designed to trick taxpayers into thinking these are official communications from the IRS or others in the tax industry, including tax software companies. These phishing schemes may seek information related to refunds, filing status, confirming personal information, ordering transcripts and verifying PIN information.

Be alert to bogus emails that appear to come from your tax professional, requesting information for an IRS form. IRS doesn’t require Life Insurance and Annuity updates from taxpayers or a tax professional. Beware of this scam.

Variations can be seen via text messages. The IRS is aware of email phishing scams that include links to bogus web sites intended to mirror the official IRS web site. These emails contain the direction “you are to update your IRS e-file immediately.” These emails are not from the IRS.

The sites may ask for information used to file false tax returns or they may carry malware, which can infect computers and allow criminals to access your files or track your keystrokes to gain information.

Fraudsters Posing as Taxpayer Advocacy Panel

Some taxpayers receive emails that appear to be from the Taxpayer Advocacy Panel (TAP) about a tax refund. These emails are a phishing scam, trying to trick victims into providing personal and financial information. Do not respond or click any link. If you receive this scam, forward it to phishing@irs.gov and note that it seems to be a scam phishing for your information.

TAP is a volunteer board that advises the IRS on systemic issues affecting taxpayers. It never requests, and does not have access to, any taxpayer’s personal and financial information.

Additional Recent Tax Scams

Email Scam Targeting Hotmail Users, FBI Themed Ransomware Scam, Last-Minute Email Scams​, Fictitious “Federal Student Tax” scam targeting students and parents and demanding payment, Automated calls requesting tax payments in the form of iTunes or other gift cards, and Pretending to be from the tax preparation industry.

How to Report Tax-Related Schemes, Scams, Identity Theft and Fraud

To report tax-related illegal activities, refer to our chart explaining the types of activity and the appropriate forms or other methods to use. You should also report instances of IRS-related phishing attempts and fraud to the Treasury Inspector General for Tax Administration at 800-366-4484.

City of Pueblo sales tax increase

Posted by Admin Posted on Jan 08 2018

FYI... Effective January 1, 2018, the City of Pueblo's sales tax rate has increased to 3.7%.

 

How to improve your retirement life

Posted by Admin Posted on Jan 08 2018

Ever wonder how to imporve your reitrement life in the future?  The article below names 3 things that will do just that!

3 Things That Will Improve Your Retirement Life in the Future

Welcome to Our Blog!

Posted by Admin Posted on Nov 20 2017
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