Is My Tax Data Safe & Secure? How Safe is My Personal Information?
October 28, 2020
Hosted by Marcelino Dodge, EA
No one can fully guarantee the security of personal information. What can be done is take all possible precautions to physically and electronically protect personal information. When you take your personal information to a tax professional, you expect them to only use your information for tax preparation purposes. You also expect that your personal information will be securely stored both physically and electronically. In this episode I will explain policies and procedures a tax professional should have in place to protect your data from both physical attacks and electronic attacks. I will make suggestions of what you can ask before even providing your information to a tax professional
The Tax Answers Advisor
Wednesday at 3 PM Pacific Time on VoiceAmerica Business Channel
This show’s purpose is to teach the importance of working together year-round with an Intelligent Solutions Management Advisor (ISMA). We help our listeners to understand the importance of using a licensed, credentialed tax preparer, such as an Enrolled Agent (EA), to prepare their tax return. You will learn how a proactive approach to rapidly changing tax laws will help you to pay the least amount of income tax possible. You’ll learn by working together with an ISMA year-round you will be able to increase your personal and/or business cash flow as much as humanly possible. Together we can help you create tangible strategies to achieve success so you can maximize your tax deductions and tax credits now, and also keep tax liability down in the future no matter what Congress does. The Tax Answers Advisor can be heard every Wednesday at 3 PM Pacific Time on the VoiceAmerica Business Channel.
Marcelino Dodge, EA
Marcelino Dodge, an Enrolled Agent since March 2006, is an experienced tax professional who has over 21 years of experience. An enrolled agent is a federally licensed tax professional who is authorized to represent taxpayers before the IRS. Mr. Dodge owns and operates Cash Tracks Financial Inc., a tax, accounting, life insurance and investment advisory business.
Mr. Dodge has been life insurance licensed since 1995 and investment licensed since 1996. He is uniquely qualified with a background consisting of more than just accounting and tax preparation. He is knowledgeable in many types of employee benefits programs including retirement plans and health insurance programs. Marcelino is uniquely qualified to speak authoritatively on how tax, insurance and investments all work together.
Marcelino has become an Intelligent Solutions Management Advisor (ISMA). As an ISMA, Marcelino now works together with clients year-round to take advantage of tax law changes and to implement proactive tax saving strategies. Plus, by working together year-round he helps individuals and businesses increase they cash flow. He has prepared tax returns for individuals, sole-proprietors, corporations, LLC’s and partnerships. He has been a member of the National Association of Tax Professionals since 2011, and was voted the Lamar (Colorado) Ledger’s People’s Choice Tax Preparer for 2016 and 2017. He holds a Bachelor of Science Degree from Colorado State University in Pueblo.