Kohari Gonzalez Oneyear & Brown CPAs & Advisors

LLC vs S-Corp & Entity Choice

“I received a bizarre mailing from a delivery service claiming I have an unclaimed tax refund waiting, is this a known tactic to steal my bank account information?”

High urgencyStrategy Session · 90 min · $240

A mailing that claims an unclaimed tax refund may be part of a scam, and the details often matter, such as who sent it, whether it asks for bank or identity information, and whether it references a real IRS or state notice. Delivery services are sometimes used to make a message look urgent or official, especially when the goal is to get personal data. In many cases, the wording, return address, and any links or phone numbers can help distinguish a legitimate tax notice from a phishing attempt or identity-theft scheme. A focused session can map this against your actual situation in plain English.

In your 90-minute session, the KGOB advisor handling it will:

  • Read your exact situation and tell you, in plain English, what’s actually going on.
  • Lay out your options and the trade-offs — no jargon, no judgment.
  • Give you a clear next step you can act on, whether that’s with us or on your own.
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This page is a prompt to start a conversation, not tax or legal advice, and states no tax-law specifics as fact. A consult session does not by itself create an ongoing engagement. We do not promise specific outcomes or savings. Kohari Gonzalez Oneyear & Brown PLLC — Charlotte, NC.

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