Episode Four: Protecting Your Information During Tax Season and Beyond

CPAs & Advisors

David Jewell
David Jewell CPA Managing Principal CPAs & Advisors

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Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 95 years, and we want to share our knowledge with you.

Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter professionals, where we go beyond the beans.

On episode four of Everyday Business, host David Jewell, tax partner in Kalamazoo, is joined by Terrie Chronowski, Tax Supervisor in our Saginaw office. Her expertise lies in all things related to individual income tax. Another guest is Jeff McCulloch, President of Yeo & Yeo Technology. Jeff shares some tips from an IT security standpoint, and how taxpayers can best protect personal information. 

Listen in as David, Terrie, and Jeff discuss all things security that you should consider this tax season and beyond.

  • How do taxpayers most often find out that their identity or social security number has been compromised, and what should you do if your Social Security number is stolen and being used? (2:15)
  • How can you protect your information from a technology perspective? (7:18)
  • Should you use free public Wi-Fi? (15:17)
  • Information we share with our clients to keep them secure. (19:45)

Thank you for tuning in to Yeo & Yeo’s Everyday Business Podcast. Yeo & Yeo’s podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review.

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The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice, or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances.

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