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How Have You Helped a Client Targeted by Scammers?

How Have You Helped a Client Targeted by Scammers?

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Earlier this morning, we posted an article by Craig Smalley, EA, who explained how he handled two instances in which clients were called by scammers pretending to be from the IRS. By now, you’ve probably had similar calls from a client or clients who were targeted in this phone scam.

How have you handled this situation on behalf of your client? Did your client include you in on the phone call with the scammer? What did you say?

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