New Revenue Streams: Educating and Offering Fraud and Identity Services to Clients
Identity theft and fraud create significant financial and tax consequences for clients, but tax professionals are uniquely positioned to help. This course explores how firms can educate clients about emerging threats while developing practical fraud and identity protection services that expand the firm’s value beyond tax preparation.
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*Self-Study recording not available for credit.
NASBA Field of Study: Communications and Marketing
Brad Messner
,
EA
Brad is the third-generation owner of M & J Tax Service and an Enrolled Agent with over 25 years of experience in income tax preparation and information security management. In today’s virtual environment, he ensures that every tax engagement is completed with precision and that all taxpayer and client information remains secure.A national speaker on both tax topics and cybersecurity, Brad also serves as a professor at a local university. He is currently pursuing a doctoral degree, with a dissertation titled “A Critical Analysis on the Impact of Blockchain to the Security of Financial Technology Systems.”In his taxpayer representation work, Brad emphasizes clear communication and full compliance. Since becoming an Enrolled Agent, he has successfully represented clients in tax matters, saving them tens of thousands of dollars.
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