Identity Theft Prevention Tips for New York Taxpayers

With rising digital fraud and cybercrime, identity theft has become one of the biggest threats during tax season. Here’s how New Yorkers can protect themselves — and what to watch out for.

1. Protect Your Personal Documents

Keep Social Security cards, financial statements, and tax records in secure locations. Never email sensitive documents unencrypted.

2. Use Strong, Unique Passwords

Enable two-factor authentication for:

• IRS accounts

• Bank accounts

• Bookkeeping software

• Tax portals

3. Be Cautious with IRS or NYS Communications

The IRS will never:

• Ask for your Social Security number by phone

• Ask for payment through gift cards

• Email you asking for confidential details

If in doubt, call your CPA before responding.

4. Obtain an Identity Theft Pin

The IP PIN is known only to you and the IRS and serves as an extra layer of security to verify your identity when you file an electronic or paper tax return. If an e-filed return is submitted without a required IP PIN, the IRS will reject it.

5. Work with a Verified Tax Professional

Use a reputable CPA familiar with New York’s requirements to reduce fraud risk.

Identity theft can derail your entire tax year. Taking proper precautions and working with a CPA keeps your information safe and your return compliant. If your individual financial situation requires particular attention, contact us directly as soon as possible by sending us a message here.

Additional Resources on Identity Theft Prevention:

To learn more: Identity Theft Central | Internal Revenue Service

Protect Your Identity

Easy Steps to Protect Your Computer and Phone

Avoid Phishing Emails