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Why Chatterton
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Contact Us

February 14, 2025

Protect Yourself from These Tax Scams During Tax Season

Protect Yourself from These Tax Scams During Tax Season

Tax Planning / ChatMarketing

Be aware of tax scams and how scammers operate.

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3061 E. La Palma Ave, Anaheim, CA 92806
(714) 572-2050

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Advisory and financial planning services offered through Chatterton & Associates, Inc. (“Chatterton”) a registered investment adviser. Registration with the SEC or any State does not imply that the Advisor possesses a certain level of skill or training, or their approval or endorsement of any service provided by Chatterton.

Financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state.

The Investment Advisor Representatives of Chatterton & Associates also offer securities through Osaic Wealth, Inc., member FINRA/SIPC. Planning You Can Trust is a marketing and communications name for financial and tax planning services offered through Chatterton & Associates and estate planning services offered through The Law Office of James F. Roberts. Listed entities are not affiliated with Osaic Wealth, Inc. Neither Osaic Wealth, Inc., nor its representatives provide tax or legal advice.

Chatterton & Associates bookkeeping, tax planning, and tax preparation services are not offered as investment services. EAs and CPAs are not registered or licensed to provide investment advice or transactions.

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This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, KS, KY, MA, MD, ME, MI, MN, MS, MT, NC, NM, NV, NY, OH, OK, OR, RI, SC, SD, TN, TX, UT, VA, & WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

The purpose of this website is to provide general information on the subjects discussed. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

This website is not to be considered investment or securities advice and is not to be relied upon as the basis for entering into any transaction or advisory relationship or making any investment decision. All investments involve risk, including the possible loss of principal, that clients should be prepared to bear. Chatterton is unable to represent, guarantee, or even imply that our services and methods of analysis can or will predict future results, successfully identify market tops or bottoms, or insulate you from losses due to market corrections or declines.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you click a link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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