A CPA’s Guide to Identity Theft Protection

Tax & Financial Scam Prevention & Protection

Richard Heckard, CPA

“Protecting your identity and assets has never been more critical. The IRS flagged nearly 2 million returns last year for identity theft, property title theft tops 9,000 cases annually, and the FTC estimates over $12 billion in yearly consumer losses to identity theft.

Safeguard the most important things: your family, your name, and your financial future.”

Have You Been Asking Yourself These Questions?

  • How does identity theft begin?

  • How does identity theft affect my taxes?

  • How can I protect myself from tax scams?

  • What are the warning signs?

  • Can I protect my aging parents from fraud?

  • Is my Social Security safe?

  • How can I restore my identity if stolen?

  • How can I protect myself today?

The Identity Protection Audit

The Identity Protection Audit is a retirement planning process and deliverable, designed by Richard Heckard, CPA & Steven Howell, CPA, to assess your overall identity security, and assist in protecting and safeguarding your future.

Steven K. Howell, CPA, CFP

“Scammers often target people who have an identity worth stealing, typically people over the age of 50 who are savers & investors with healthy balances. Our process is designed as a component of our Pathways to Retirement process; ensuring all the hard work you’ve put towards your financial future is not undone by identity thieves.”

The Identity Protection Audit is a component of our Pathways Program.
Pathways to Retirement is both a course and our holistic financial planning process.


If you’re interested in working with us, follow this link to learn about our First Conversations.