Oh, no! Somebody Stole My Identity!
Wine Country Chapter In-Person Meeting

Date/Time:

Wednesday, April 23, 2025
6:00 to 9:00 PM

Location:

Mimi's Cafe
17231 17th St
Tustin, CA 92780

Topic: 

We’ve heard the horror stories of people who have had their identities stolen and the innumerable hours spent untangling everything and trying to restore their credit and their lives. And how much worse it is for the company through which the thieves got the information! We tax preparers are prime targets for ID thieves because we handle so much personal information for our clients. That makes it imperative that we know how to protect our clients’ information.

In this class, we’ll learn:
• How to spot ID theft for an individual
• How to spot ID theft for a tax preparer
• What to do about it

Presenter(s):

Charlie Leitz
I started working for the IRS in their VITA program at Harvard Square in Boston, MA while I was in college. Upon graduation with a Bachelor of Science degree in Accounting from Boston University, I took the H&R Block tax course and upon completion was offered a position as Tax Associate. After 15 years with H&R Block, I decided to start my own income tax business with offices in California and Florida. In 2022 I also worked with Intuit Turbo Tax in their Full Service segment preparing tax returns for people all across the United States and out of the country. Everyone has a unique situation and I enjoy analyzing and helping them to apply the tax laws to their advantage. I enjoy preparing Small Businesses, single member LLC’s, rental properties and IHSS tax tax returns.

CPE Information:

2 Federal Law hour(s) (Topics covering existing tax law)

IRS: 18QC1-T-02112-25-I
CTEC: 1000-CE-5580

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Registration Fee (Member): $45
Registration Fee (Non-Member): $75

Cancellation and Refund Policy: 
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

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 www.ctec.org.