On January 1, 2016, the State of California Franchise Tax Board upgraded its website. From now on, when a taxpayer’s personal and/or business account is accessed, they will a receive notification(s) that a tax professional has accessed their account(s).
Several of our clients have contacted us regarding concerns about their account(s) being accessed without their knowledge due to the rise of identity theft and related activities.
At Rose, Snyder & Jacobs LLP, our team members have been thoroughly trained regarding the proper registration process in order to access the FTB website on your behalf. Accounts are only accessed to verify tax payments, view assessments and other items necessary to ensure your tax returns are filed accurately.
If you have received a notification from the FTB regarding this matter and would like to confirm that an authorized employee of Rose, Snyder & Jacobs LLP has accessed your account(s), please contact us.
For more questions related to this topic, please feel free to contact our office and we will be happy to answer any questions.