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, an Accredited Estate Planner® 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.

Author's Website

Let’s Not Go Phishing

Sadly, the internet has brought new found problems as well as the tremendous benefits proven over the years.  With regard to the IRS, there are everyday challenges to protect taxpayers and their sensitive data.  You’ve heard it before, but the information in this blog bears repeating. In their attempt to avoid theft of taxpayer information […]

Share

Read More →

Read More →

Do You Need To Amend Your Income Tax Return?

So tax season is over and you have filed your returns.  You are finished with taxes for yet another year.  Yippee! That is until you go to your mailbox and find a corrected income tax statement.  A financial institution discovered an error in what was previously reported and the numbers have changed.  So now what […]

Share

Read More →

Read More →

Conclusion – Taxpayer Bill of Rights

We have addressed the first seven Rights that taxpayers have according to the Taxpayer Bill of Rights.  As we conclude this mini-series, we will look at the final three Rights. THE RIGHT TO CONFIDENTIALITY.  Taxpayers have the right to expect that any information they provide to the IRS will not be disclosed unless authorized by […]

Share

Read More →

Read More →

Taxpayer Bill of Rights – Part 3

Our last two blogs have addressed four of the ten Rights that taxpayers have according to the Taxpayer Bill of Rights.  Let’s look at the next three Rights. THE RIGHT TO APPEAL AN IRS DECISION IN AN INDEPENDENT FORUM.  Taxpayers are entitled to a fair and impartial administrative appeal of most IRS decisions, including many […]

Share

Read More →

Read More →

Taxpayer Bill of Rights – Part 2

Our last blog was the first in our series highlighting the ten Rights that taxpayers have according to the Taxpayer Bill of Rights.  This blog will highlight the next three Rights. THE RIGHT TO QUALITY SERVICE.  Taxpayers have the right to receive prompt, courteous, and professional assistance in their dealings with the IRS, to be […]

Share

Read More →

Read More →

Taxpayer Bill of Rights

Did you know that as a taxpayer, you have a Bill of Rights?  Most taxpayers mumble and grumble about the IRS but they don’t realize that there is a published Bill of Taxpayer Rights which can be used to the advantage of the taxpayers. For the next few blogs, we will share these Rights.  The […]

Share

Read More →

Read More →

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 […]

Share

Read More →

Read More →

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 […]

Share

Read More →

Read More →

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 […]

Share

Read More →

Read More →

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 […]

Share

Read More →

Read More →

Top