Tax Season Tip: Protect Your Identity & Stay Secure!

April 2025

As we wrap up another busy tax season, your trusted SFR team wants to remind you that financial safety goes hand-in-hand with cybersecurity. With increased online activity and sensitive data exchanges, now is the perfect time to strengthen your digital defenses.

Here are a few simple but essential steps you should take right now:

🔒 Reset Your Passwords

Change the passwords to your email, financial accounts, and any client portals you use with us. Use complex combinations or consider a password manager for added security.

🛡️ Install/Reinstall Antivirus Software

Make sure you’re running up-to-date antivirus and anti-malware protection on all your devices. Set it to auto-update whenever possible.

🔗 Be Cautious with Links & Attachments

Always double-check email senders and never click on suspicious links or download attachments from unknown sources. Even if it looks official—pause and verify.

🧰 Invest in Data Protection Software

Tools like firewalls, VPNs, and identity theft protection services can help you guard your personal and financial information.

🆔 Protect Your Identity

Tax season is a prime time for identity theft. Keep a close eye on your credit reports, bank statements, and official IRS communications.

👀 Stay Vigilant

If something feels off, it probably is. When in doubt, reach out to us directly before taking any action.

We’re here for you.

If you receive any suspicious emails or messages that appear to come from our firm—or if you have questions about digital security—please don’t hesitate to contact us directly at 805-306-1325 or admin@strategicfinancialreporting.com.

Stay safe, stay smart.