8 episodes

You need a tax preparer, but don't know who to choose. What happens if your tax preparer makes a mistake or you become a victim of fraud? Brandon Chanley, Chair of the California Tax Education Council, hosts each podcast with a variety of guests - including tax professionals with true tax scam stories, an enforcement specialist (the one who actually knocks on doors), a prosecutor with tales from the past and more. Visit ctec.org for more information. Also in Spanish at contribuyentecudese.org.

Taxpayer Beware California Tax Education Council

    • News
    • 4.2 • 6 Ratings

You need a tax preparer, but don't know who to choose. What happens if your tax preparer makes a mistake or you become a victim of fraud? Brandon Chanley, Chair of the California Tax Education Council, hosts each podcast with a variety of guests - including tax professionals with true tax scam stories, an enforcement specialist (the one who actually knocks on doors), a prosecutor with tales from the past and more. Visit ctec.org for more information. Also in Spanish at contribuyentecudese.org.

    Tax Preparers' Legal Responsibilities to You

    Tax Preparers' Legal Responsibilities to You

    There’s a lot of misunderstanding about tax refunds - especially regarding what tax pros can and cannot do. For instance, is it okay for them to take a percentage of your refund as payment? And then there’s the controversial issue of refund loans.
    CTEC Chair, Brandon Chanley, chats with tax pro, Marissa Beaman, to set the record straight.
     

    • 18 min
    How to Spot Tax Scams and Avoid Fraud

    How to Spot Tax Scams and Avoid Fraud

    From fake phone calls and emails to targeting your social media posts - scammers are getting more creative. Stealing not only your identity, but your tax refund. 

    CTEC Chair, Brandon Chanley, chats with Elias Dominguez from the Franchise Tax Board Public Affairs Division. Hear what the state is doing to stop fraud and the state's advice to taxpayers.

    You can also find more tips on CTEC.org with links on how to find and verify a legal tax preparer.

    • 28 min
    You're Facing a Taxing Issue. Now What?

    You're Facing a Taxing Issue. Now What?

    It can happen to the most honest of us. It could be fraud. It could be a financial issue. But it happened. You're facing a tax issue. Is there anywhere you can go to for help?

    CTEC Chair, Brandon Chanley, chats with Steve Sims - former Taxpayer Advocate for the Franchise Tax Board and nationally-recognized state tax expert. Hear stories of how he's helped taxpayers with taxing situations and who you can trust for help.

    • 41 min
    How to Spot Tax Scams and Avoid Fraud I Episode 2

    How to Spot Tax Scams and Avoid Fraud I Episode 2

    From fake phone calls and emails to targeting your social media posts - scammers are getting more creative. Stealing not only your identity, but your tax refund. In fact, most victims have no idea it happened to them until they try to file their tax return. 

    CTEC Chair, Brandon Chanley, chats with Elias Dominguez from the Franchise Tax Board Public Affairs Division. Hear what state is doing to stop fraud, including true stories, and the state's advice to taxpayers.

    You can also find more tips on CTEC.org with links on how to find and verify a legal tax preparer.

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    • 23 min
    Tax Preparers' Legal Responsibilities to You

    Tax Preparers' Legal Responsibilities to You

    So you hired a tax preparer. They’re the pro. You paid them a fee  - but what happens if there’s a mistake? Or worse yet, fraud.
    Brandon Chanley, Chair of the California Tax Education Council (CTEC), chats with Richard Ernst, a former prosecutor for New York State's Attorney General.
    Richard provides tales from the past about issues he's seen with tax preparers and how you can avoid fraud.

    In California, only an attorney, CPA, CTEC registered tax preparer or IRS enrolled agent can do your taxes for a fee. Anyone who is preparing tax returns without one of those four legal designations is breaking state law. And there are thousands doing just that.

    To find or verify the legal status of a tax preparer, visit ctec.org.

    • 16 min
    How to Spot Tax Scams and Avoid Fraud

    How to Spot Tax Scams and Avoid Fraud

    What is California doing about illegal tax preparers and tax scams? Quite a bit, actually. 

    California is one of the few states to have set requirements for paid tax preparers. By law, anyone who prepares your tax return must be either an attorney, CPA, enrolled agent or a registered tax preparer with the California Tax Education Council (CTEC). 

    CTEC partners with the Franchise Tax Board to go after tax preparers who are not one of those four professionals. 

    CTEC Chair, Brandon Chanley, chats with Rebecca Landeros of the Franchise Tax Board's Tax Preparer Enforcement Team - she's the one who goes out and actually pays visits to questionable tax preparers throughout California.

    Hear what state is doing to stop fraud and Rebecca's advice to taxpayers.

    You can also find more tips on CTEC.org with links on how to find and verify a legal tax preparer.

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    • 28 min

Customer Reviews

4.2 out of 5
6 Ratings

6 Ratings

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