A Saga of Taxpayer Identity Theft

A True Story of Theft After Death and How the Family Worked Through It

 

Taxpayer Identity Theft

This is the story of Brian and Wendy. They were my first clients when I started my business as a public accountant. Brian and I met in college and became the best of friends. He died at a much too early age of 31.

My role as accountant became even more important upon Brian’s passing, even more so when we found out someone stole Brian’s identity, filing a tax return with Brian’s name and Social Security Number. This is the story of that mess, and how it got cleaned up.

A Saga of Taxpayer Identity Theft

Ideally, this is the last of this story and any like it.

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“This blog post, along with comments that may follow, should not be considered tax advice. Before you make final tax or financial decisions, please secure a professional tax advisor to give you advice about your unique situation. To secure Jason as your accountant, please click on the ‘Services’ link at the top of the page.”