Protecting Your Tax Information
Tuesday, January 22nd, 2019  
         Tax-related information has long been a target of identity thieves and cyber criminals. As the 2019 tax filing season begins, we want to make sure you understand the steps that we take at Soukup, Bush & Associates to keep your information safe. It is critical that you understand how we will communicate with you so that you do not fall prey to tax-related cyber-crime.
         As you prepare to send us your 2018 tax documents, please keep the following points in mind:
  • When we need to send you tax documents with personal identifying information (PII), such as Social Security number or birthdate, we do so through the CaseWare Collaborate document portal. Please spend some time familiarizing yourself with our portal by clicking here.
  • We will not ask you to upload tax documents to any site aside from the CaseWare Collaborate portal. In order to access the portal, you will need to login with your username and password.
  • Please be cautious about emails and ensure that what you are reading is truly from the domain. Some cyber-criminals attempt to spoof email domains by creating similar-looking addresses, i.e. ""
  • Do not click on any suspicious links in emails. If you are ever concerned about the legitimacy of an email that appears to be from our office, please call us immediately.
  • We will not ask you to email us your personal information. If we need to request sensitive information from you, we will either request that you upload a document to our portal or discuss the matter with you in a phone conversation.
         If you have any questions about the legitimacy of a tax-related email, letter, or phone call, or if you have questions about what the Soukup, Bush & Associates team is doing to keep your information safe, please call us at (970) 223-2727