Wealth Management of Delaware Valley, LLC
Wealth Management of Delaware Valley, LLC

Contact Us

Wealth Management of Delaware Valley LLC

 

206 Delaware Street

Suite 3

New Castle, DE 19720

 

Phone

302 357-5122  office

267-879-4943  cell

 

Fax

302-778-7832

 

Email

celiapanzer@weatlthdelvalley.com

 

You can also use our secure contact form.

 

Chat

You can check for our live chat or leave a message---see the chat box on the right!

Our business hours

Monday - Friday09:00 AM - 05:00 PM
Weekends and Evenings by Appointment. We can reached outside hours at 302.357.5122/DE or 267.879.4943/PA.

Call celia.wealthdelvalley.co from your phone!

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Identity Theft

How to Prevent Identity Theft During Tax Season

Protect yourself from tax-related identity theft—and know what to do if you’re a victim.

 


Protect Yourself
Aside from safeguarding all personal information and shredding financial documents you no longer need, you can do a few other things to deter tax refund thieves:

  • Bump up your protection. MetLife Defender provides personal fraud monitoring, privacy control and cyber protection for you and your family.
  • File early. Many tax scammers file early, hoping to beat you and collect your refund. If you can’t file early, obtain your Personal Identification Number (PIN) from the IRS to prevent anyone else from filing electronically under your name.
  • Watch for late or irregular financial statements. Call the sender to verify that bills are still being mailed to your current address.
  • Check your credit report regularly. Each of the three credit bureaus offers a free credit report every 12 months. Use this opportunity to report any suspicious activity right away.

See more tips on how to protect yourself from identity theft from ProtectMyID.

Know the Warning Signs
It can be hard to tell you’ve been hit by tax-related identity theft until it’s too late. Watch for these signs:

  • Your tax return was rejected. Usually, you receive an error message or a letter from the IRS indicating that a return was already filed for your Social Security number.
  • Your refund never arrives. If you’re still waiting for a refund more than a month after filing, use the IRS’ free Where’s My Refund? tool.
  • You receive a W-2 form from an employer you don’t recognize. This means someone has stolen your Social Security number and used it to apply for a job.

Handle the Aftermath
If you’re a victim of tax-related identity theft, here’s what you need to do:

  • Report it immediately. If you believe someone used your Social Security number to file a tax return, notify the IRS.
  • Put a fraud alert on your credit reports. An initial alert is active for 90 days, but you can file an extended alert that protects you for seven years.
  • Create an identity theft report. File an identity theft complaint with the Federal Trade Commission (FTC) and submit a police report.
  • Freeze your credit. This prevents unauthorized accounts from being opened in your name.

 

 

Registered Representative/LifeMark Securities Corp.

400 West Metro Park

Rochester, NY 14623

585 424-5672

FAX  585 272-7170

Member FINRA /SIPC

Wealth Management of Delaware Valley is not affiliated with LifeMark Securities

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