2015 tax-related identity theft

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Richard B. Dawson, CPA Craig M. Pike, CPA
David E. Smith, CPA Patricia S. Hodgdon, CPA
Eric A. Purvis, CPA/ABV, MST, CVA Jeremy S. Handlon, CPA
Joel H. Bassett, CPA/PFS, CMA, CIA Michael P. Kelly, CPA
Kirk J. Purvis, CPA, CFERyan W. Dawson, CPA
William H. Souter, CPA, MSTJeffery W. Hicklin, CPA
Adam P. Johnson, CPA

Dear Clients and Other Friends:

Throughout this year, there have been several data breaches affecting private companies and government agencies alike, including the IRS.  Incidents of tax-related identity theft, scams, and phishing schemes are on the rise and it is important to be proactive in safeguarding financial data.

One of the best deterrents to tax-related identity theft is early filing of tax returns.  We would also like to take this time to remind everyone to be diligent in monitoring financial accounts and credit reports, including those of minor children.

Please be aware that the IRS will never initiate contact with a taxpayer over the phone, text, email or social media.  If you receive suspicious phone calls or emails, you should contact the IRS immediately.  We recommend forwarding emails or sending suspicious telephone numbers to:  phishing@irs.gov

More information regarding phishing attempts can be found at:


The IRS provides additional information on tax-related identity theft here:


While our hope is that no one is affected by these schemes, we stand ready to assist in any way we can should anything occur.  Please feel free to contact us with any questions or concerns.


                                                                              Very truly yours,



15 Casco Street, Portland, ME 04101-2902
Tel: 207-874-0355 Fax: 207-874-0865