April 15, 2019

Dear Clients and Friends:

We’ve gotten through this tax season, and so far, it’s a mixed bag of higher taxes for some, about the same taxes for others, and only a very small percentage of others who had lower taxes. We are still receiving more regulations from the IRS and some forms are still not available.

We have not been told of what problems or mistakes that the IRS has found or has created. We may not know any of these problems or mistakes until this time next year. As I have more information I will pass it on to you.

I have heard Robo-calls which some of you mentioned while we visited soliciting back braces and about lawsuits being filed against your name or ssocial security number. Both of these are SCAMS! These scammers use automated phone dialers and leave messages encouraging you to call a phone number, which is the number which shows up on your caller ID. When the scammers answer, they ask you for your name, address, social security number, birthdate, bank account numbers, etc. 

The IRS never calls you first. The IRS only contacts you by U.S. mail (sometimes certified mail!). So any caller that says they are from the IRS is a FRAUD!!! THESE SCAMMERS ARE TRYING TO STEAL YOUR IDENTITY! Report these calls to the Social Security Administration’s Fraud Hotline  at 1-800-269-0271.

I had the opportunity to speak for a local men’s group during March, and I wanted to mention if any of you have groups for which you need a speaker  or would like a program presented for your group, please let me know. I have a few ideas you may like for your groups.

Spring has sprung!


Chris Cooper, CFP®, EA
California Licensed Professional Fiduciary #615