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Avoiding Tax Scams

2/13/2017

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As tax season approaches, people need to be aware of the current IRS tax scams out there. Criminals are using email, social media, text messages to trick people into giving their personal information out. Some criminals are posing as HR officials asking for W-2 Information, so they can file and collect your refund. 

Don't become a victim of phishing. The IRS doesn't initiate contact with taxpayers by email, text messages or social media channels to request personal or financial information. Also, IRS does not threaten taxpayers with lawsuits, imprisonment or other enforcement action. 

You can keep up-to-date on what tax scams are currently affecting people by going to the official IRS Tax Scam Consumer Alert page (https://www.irs.gov/uac/tax-scams-consumer-alerts). There you can find information on current tax scams, what you can do if you think you're a victim of a tax scam, and additional information on tax fraud prevention. 

Source: 
https://www.irs.gov/uac/tax-scams-consumer-alerts , http://www.forbes.com/sites/kellyphillipserb/2017/02/03/irs-issues-urgent-alert-as-w-2-phishing-scam-spreads-during-tax-season/#a50d1dc830b1
https://www.irs.gov/individuals/taxes-security-together
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Ace Tax & Financial Adds Ace 21 Service For 2016 Tax Season

1/18/2017

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Ace Tax & Financial in Eden Prairie, Minnesota, has announced that the company will be adding a new free service for all tax clients called the Ace 21. According to Sharyl Schultz, CLU, President and owner of Ace Tax & Financial "What Ace is doing different this year, in addition to providing the standard tax preparation service, is the new Ace 21, a free, no obligation proactive planning service."
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Schultz stated, "We've found that most people do a good job of planning for the expected, but most do not plan for the unexpected. The Ace 21 provides a review that is not likely on your radar." The new proactive planning service could be invaluable to tax clients because every one of the Ace 21 planning items can help individuals identify how small unexpected things can become big problems.

Schultz said that powers of attorney (“POA”) authorize another person to act on one's behalf in specified or all legal or financial matters. “But what would happen if your financial institution has an internal policy making acceptance or continued use of your POA difficult? What would happen if for some reason it did not work when you needed it most, such as your incapacity? The Ace 21 process will help you avoid that difficult situation," Schultz remarked. During the 2016-2017 tax season, clients that take advantage of the Ace 21 review will find out how they can avoid this situation, along with 20 other valuable proactive steps they can take to shore up their financial security.

Schultz also noted, "We are once again offering the special $69 complete tax preparation offer because of how popular it was in the community last year." New and returning clients of Ace Tax & Financial can once again look forward to working with Norm Strom, CFP, who is a veteran tax preparer in the business for over 23 years.

The company states that customers can contact them to learn more about the program or to schedule a tax consultation. Schultz urges individuals to begin preparing for their income tax filing now, as the filing deadline is April 18th. With just a few months to go, the company states that customers should contact them soon to schedule an appointment. Those interested can also learn more from the company's official website at www.acetaxandfinancial.com.
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Ace Tax & Financial joins the Eden Prairie Chamber of Commerce

2/10/2016

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Ace Tax & Financial is excited to announce that they joined the Eden Prairie Chamber of Commerce. The Eden Prairie Chamber of Commerce has a long history of being one of the most active chambers in the state of Minnesota. 

Ace Tax & Financial is working with the Eden Prairie Chamber of Commerce to help schedule a formal ribbon cutting ceremony and meet & greet at our offices at ​7800 Equitable Drive, Suite 220.

"Ace Tax & Financial wanted to be more active in the community, and becoming members of the Eden Prarie Chamber of Commerce helps us achieve those goals of being involved in the community. We are proud to be a part of this great group of local businesses and look forward to presenting to this group of business leaders. " - President Sharyl Schultz

Find out more about the Eden Prairie Chamber of Commerce at http://epchamber.org/ ​
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​Ace Tax & Financial

Office Telephone:
952-999-4760

Office Fax:
952-229-8343
Email:
[email protected]​

Office Address:
​7958 Irvine Ave NW
Annandale, MN 55302

Mailing Address:
PO Box 580
​Annandale, MN 55302
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Privacy Policy
Ace Tax & Financial offers tax review and related tax service as well as insurance or annuity products
​through Sharyl  Schultz, CLU, MN license # 9110. 
 Investment advisory services offered through HF Advisory Group, Inc., an SEC-registered investment advisor. Ace Tax & Financial and HF Advisory Group are not affiliated.