Archives for July, 2015

Anna Nicdao, M.S.A., Graduates from California State University San Bernardino

Anna Nicdao, M.S.A.

Anna Nicdao, M.S.A.

San Bernardino, CA June 20, 2015 – Anna Nicdao, M.S.A., Associate with Smith Marion & Co., LLP graduated from California State University San Bernardino, with her Bachelor of Arts in Administration Accounting Concentration and Master of Science in Accountancy.

Peter Wesch, EA, Partner with Smith Marion & Co., LLP says, “Congratulations to Anna on her achievement in graduating with both degrees. She has been a great addition to the firm, and we look forward to her continued contributions to the Smith Marion family.”

Nicdao began her career with Smith Marion & Company in January of 2014 as an intern at the Redlands office. Currently, Anna is preparing for the CPA exam and plans to specialize in individual and corporate tax returns as well as compilations.

The IRS is warning people of many phishing scams

July 13, 2015 – The IRS is warning people of many phishing scams.  One of the most common one we have been hearing about lately has been in the form of aggressive and/or threatening phone calls.  We have been hearing about these phone calls increasingly in recent months.  The IRS also reports that they have seen a surge of these phone scams.  The caller will threaten police arrest, deportation, license revocation and other things and demanding immediate payment for supposed tax liability due requesting credit card information over the phone.

Caren Cranston, CPA, EA, Manager at Smith Marion & Co. says, “The IRS does not contact you over the phone unless you have an ongoing case with an agent. If you receive one of these phone calls do not give out any information.  Simply request the caller send you a notice in the mail then hang up.” 

The IRS is also warning about scams relating to email scams and websites looking to steal personal information.  Per IRS Commissioner John Koskinen: “The IRS won’t send you an email about a bill or refund out of the blue. Do not click on one claiming to be from the IRS that takes you by surprise”.  Additionally the commissioner “urge[s] taxpayers to be wary of clicking on strange emails and websites. They may be scams to steal your personal information.”