From: C&L Value Advisors, LLC []

Sent: Friday, October 22, 2010 1:15 PM

To: Heidi E. Wisneski

Subject: Identity Theft, Scams and Phising


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C&L Value Advisors, LLC

Email scams and phishing


Dear Heidi,

In the field of computer security, phishing (not to be confused with fishing), is the criminally fraudulent process of attempting to acquire sensitive information such as usernames, passwords and credit card details by masquerading as a trustworthy entity. 

We have heard that some of our clients have received emails from  a source that appears to be the IRS, asking for sensitive information.  Please follow these guidelines:

  • The IRS would NEVER contact you by email
  • The IRS would NEVER ask you for usernames, passwords or financial information of any kind.
  • The IRS WILL send you a letter by US Mail.
  • The IRS WILL visit your place of business without an appointment. 


Heidi Wisneski, Adm. Assistant
C&L Value Advisors LLC


Email Scams and Phishing


What To Do

If you receive an email from someone claiming to be the IRS or directing you to an IRS site,

  • Do not reply.
  • Do not open attachments.
  • Do not click on any links.

Forward the email or website URL to


Reporting Indentity Theft


If you are a victim of identity theft and your social security number is being used by someone else to report income, go to the website and download an IRS Identity Theft Affidavit - Form 14039.  You will also find information on the IRS Identity Protection Specialized Unit.  Search for Identity Theft from the site.


Scam Alert


In This Issue

Email Scams and Phising

Identity Theft

Featured Article


Identity Theft

Your Social Security Number could be used by another individual to get a job.  That person's employer would report income earned to the IRS using your Social Security Number, making it appear that you did not report all of your income on your tax return.



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