Financial Planning Toolkit for Single Women [and the people who love them]

Last month I called the MA Department of Revenue for a client who’d received an obtuse tax notice. Delightful hold music at the DOR such as “I’ve Got you Babe” by Sonny and Cher. They probably haven’t changed their hold music since that song came out.

What looked like an officious and vaguely scary sort of notice turned out to be nothing. If you get a notice about your taxes, first step is DO NOT PANIC. Even if the notice says you owe them money, it is frequently wrong. If someone else prepared your taxes, ask them for advice on what to do. If you prepared your taxes, get on the phone with the IRS or your state and get more information before writing any checks.

Initial notices are sent via snail mail. If you get an email out of the blue purporting to be from the IRS or the state taxing authority, it is a phishing scam.

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