Cash Management Services

With identity theft on the rise and with tax season approaching I wanted to share some information to help you improve your security measures.

Always use security software with firewall and anti-virus protections. Make sure the security software is always turned on and can automatically update. Encrypt sensitive files such as tax records you store on your computer. Use strong passwords.

Learn to recognize and avoid phishing emails, threatening calls and texts from thieves posing as legitimate organizations such as your bank, credit card company and even the IRS. The IRS will NEVER contact you by phone. Do not click on links or download attachments from unknown or suspicious emails.

Protect your personal data. Don’t routinely carry your Social Security card, and make sure your tax records are secure. Treat your personal information like you do your cash; don’t leave it lying around.

Please feel free to contact me with any tax questions.