Protect sensitive tax information
Do not send Social Security numbers, bank account information, identity documents, W-2s, 1099s, K-1s, or complete tax returns through the ordinary website contact form or standard email.
Secure intake
Vita D Tax uses CrossLink TaxPass as the supported client document and information intake workflow when configured by the office. Sensitive tax documents should remain in the approved tax/accounting systems rather than the public WordPress site.
Account security
Use unique passwords and multi-factor authentication wherever available. Contact the office if you receive an unexpected request for tax information.