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TAX SCAMCHECKLIST

Avoid Getting Scammed. Protect What’s Yours. Leverage your Tax Tool Correctly.

How to Avoid Tax Scams

Criminals don’t care who you are or how much you make, as long as they can take what’s yours.

It doesn’t take much for tax scammers to use your private info to claim your refund, file a falsified tax claim, or access your hard-earned money.

Enough is enough! We’ve created the Tax Scam Protection Checklist to help you defend yourself against scammers, identity thieves, and criminals.

This free checklist outlines clear, practical steps to help you protect your identity, tax return, credit, and private information.

Knowing this information could save you thousands and help you avoid becoming a scammer’s next free lunch.

ANDERSONADVISORS

What Anderson Can Do For You

At Anderson Advisors, we know success attracts attention—and not all of it is good. As you build wealth, your personal identity becomes a target.

That’s why we treat every client as unique. Our attorneys, CPAs, and strategists work together to tighten your tax strategy, keep you compliant, and help reduce unnecessary exposure of your personal identity—so you’re not leaving easy openings for fraud, filings, or financial attacks.

Our nationally recognized principals, Clint Coons, Toby Mathis, and Michael Bowman, have decades of experience helping real estate investors protect what they’ve built—on paper, in practice, and in the real world.

Our Specialties

Entity Formation

Wills & Trusts

Asset Protection Planning

Retirement Planning

Tax Planning

Business Compliance

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