Kay Sowa

Kay Sowa

Kay Sowa is a paralegal in the Trusts and Estates Group at Capehart & Scatchard, P.A. She is an IRS Enrolled Agent as well as a Certified Trust and Financial Advisor. She oversees the trust and estate administration practice for the firm. She is an accomplished author and lecturer who has frequently spoken on behalf of a number of organizations including the National Business Institute and the Institute of Paralegal Education.

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Is That The IRS Knocking At Your Door?

There’s a knock on your door and the person tells you they are from the IRS.  Are they? People can avoid taking the bait and falling victim to a scam by knowing how and when the IRS does contact a taxpayer in person. This can help someone determine whether an individual is truly an IRS employee. Here […]

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Steps To Take If You Are Victim of A Data Breach

THE DARK WEB.  Is your information out there?  You try to protect your information, you take the suggested steps by changing passwords, not opening suspicious emails, but that just isn’t enough.  Our information exists in so many locations on the web.  So, you find out that you have been compromised, what should you do? Here […]

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Taxpayer Help From The IRS

The IRS reminds taxpayers they have a variety of options to get help filing and preparing their tax return on IRS.gov, the official IRS website. Taxpayers can find answers to their tax questions and resolve tax issues online. The Let Us Help You page helps answer most tax questions, and the IRS Services Guide links to […]

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Getting an Income Tax Refund in 2018

TAXPAYER HELP FROM THE IRS The IRS reminds taxpayers they have a variety of options to get help filing and preparing their tax return on IRS.gov, the official IRS website. Taxpayers can find answers to their tax questions and resolve tax issues online. The Let Us Help You page helps answer most tax questions, and the […]

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Tax Season 2018

The Internal Revenue Service announced that the nation’s tax season will begin Monday, Jan. 29, 2018 and reminded taxpayers claiming certain tax credits that refunds won’t be available before late February. The IRS will begin accepting tax returns on Jan. 29, with nearly 155 million individual tax returns expected to be filed in 2018. The […]

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Ten Tips for Choosing a Tax Preparer

It’s the time of the year when many taxpayers choose a tax preparer to help file a tax return. These taxpayers should choose their tax return preparer wisely.  This is because taxpayers are responsible for all the information on their income tax return. That’s true no matter who prepares the return. Here are ten tips […]

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Did You Receive A Letter From The IRS?

Are you nervous to open the envelope to review the contents? Before your blood pressure rises, take a breath and consider these things to do as suggested by the IRS: Individual Taxpayers: Seven Things to Do When an IRS Letter Arrives The IRS mails millions of letters to taxpayers every year for many reasons. Here […]

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Surfin’ With The IRS

OK, the holiday shopping is done, so what is there to surf on the internet?  Have you ever checked out the IRS website?  I can hear you saying “How exciting!”  But, before you pass judgment on my suggestion, why not take a look at www.irs.gov ?  It just MIGHT have some information which may be […]

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What Are You Giving To Charities This Holiday Season?

TIS the season of giving and as we near year end, we think of giving gifts not only to those we love, but also to our favorite charities.  You itemize deductions and you want to use the donations to reduce your income tax.  But IS that donation deductible? Are you aware that only donations to […]

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Is Santa Looking Over Your Shoulder?

TIS the holiday shopping season and you are surfing the internet for the perfect gifts.  You have a few minutes while waiting somewhere so you take advantage of free wi-fi.  You found the perfect gift on a website you haven’t visited before and set up an account.  But WAIT, are you going to get more […]

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