Jerry Jones CPA
Wouldn’t it be nice to have a CPA that you deal directly with, that understands your business, that works in all 50 states and is there for you when you need him?
"For more than 30 years, I have relied on Jerry Jones to provide me with critical guidance for both investment decisions and tax strategies. His opinions have been crucial in helping me make the best possible business decisions, as well as providing me with sound advice regarding personal tax planning".
Steve Tillett

client identity theft cpa recovery smClient Identity Theft Checklist

Action Steps for Recovery

Identity theft is a complex and evolving threat, and one that costs U.S. citizens billions of dollars annually. Without question, it is one of the most pressing challenges facing our country. Unfortunately, the problem is growing, and fraudsters are always looking for new ways to steal confidential information to commit crimes. As your trusted adviser, Jerry understands your concerns with identity theft and takes every precaution to keep your personal information safe.

There are numerous types of identity theft. For example, a thief could steal a wallet and use credit cards to make illegal purchases, or obtain information to file a tax return on behalf of a taxpayer to claim an illegal refund.

Should you ever find yourself a victim of any kind or type of identity theft, the checklist in this pdf will be your guide. It outlines specific steps you should take to help mitigate the damage of identity theft: closing credit cards, filing a police report, filing a complaint with the Federal Trade Commission, addressing matters with the IRS and more.

For tax-related identity-theft matters, Jerry Jones is here to help, whether it’s contacting the IRS to ensure your payments are properly credited to your account, helping to retrieve a refund issued to the wrong person or responding to IRS notices. Feel free to call Jerry Jones, CPA to discuss your situation and see how he can help.

Click Here to Download the Client Identity Theft Checklist

 

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