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Tax Preparer Security Awareness - Orange County Chapter In-Person Meeting 9.8.21
Santa Ana Elks Lodge
1751 S Lyons St
Santa Ana, CA 92750
Wednesday, September 08, 2021, 6:00 PM - 9:00 PM PDT
Category: Chapter Meetings

Tax Preparer Security Awareness
Orange County Chapter In-Person Meeting


Wednesday, September 8, 2021
6:00 PM to 9:00 PM


Santa Ana Elks Lodge
1751 S Lyons St
Santa Ana, CA 92750
Plenty of free parking


In today’s world, we all know that fraud and identity theft are growing problems. In this course, we will discuss trends in targeting both the Taxpayer and the Tax Professional. We will learn how to identify potential fraud, identity theft, and “spear phishing.” We will explore what the IRS requirements are in this area for Tax Professionals, IRS resources, and publications, and what our role is in preventing ID Theft as well as how to assist a taxpayer (or ourselves) when victimized.


Patty Barron, E.A.
Patty Barron has been preparing taxes since 1992 and has a practice in Fullerton, CA. She is the current 1st Vice President of the Orange County CSTC Chapter and has served as a board member for several years. Patty is also a retired 9-1-1 Dispatcher with over 20 years experience in training new dispatchers. She enjoys personalizing tax preparation for her clients -- and likes to say, “taxes are about the people, not about the math.”


CPE Information:

2 Federal Law hours (Topics covering existing tax law)
IRS: 18QC1-T-01559-21-I
CTEC: 1000-CE-4961

Knowledge Level: Basic (No prior knowledge expected)


Registration Price Before September 5, 2021
Member Cost: $40
Non-Member Cost: $70

Registration Price After September 5, 2021
Member Cost: $50
Non-Member Cost: $70

Advanced online registration is preferred. Your registration includes a delicious plated dinner, so please make your Dinner Menu Selection in advance. * Please note: our new location is the Santa Ana Elks Lodge.

Late registrants at the door: please keep in mind that at the door we do not accept credit cards. We can accept cash or a check payable to O.C. CSTC.

Click the button below to register!

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at

Contact: [email protected] or 949-715-4192