Ken Sjoberg, Harbor Trust Accounting: The $3 Million Fraud, the IRS Letter and Brandon Tax Myths | Ep. 2

Ken Sjoberg spent 16 years at AIG, much of it as a fraud investigator. The biggest case he worked was about $3 million, and it came apart because the man behind it left a file on his laptop named "Passwords."

Now Ken runs Harbor Trust Accounting in Brandon, doing tax preparation and bookkeeping for individuals and small businesses across East Hillsborough, from FishHawk, Lithia and Valrico to Riverview and Apollo Beach. John Plumstead asks him about the tax mistakes local business owners make, what to do when an IRS letter shows up, the shoebox-of-receipts problem, why a write-off is not free, the homestead exemption new Florida residents miss, and why November beats April for talking to your accountant.

Then the rapid fire: Wing Wednesday at Beef O'Brady's on FishHawk Boulevard, Pass-a-Grille beach days, the worst traffic East of Tampa, and why hurricane prep in his house starts with Diet Coke.

Reach Ken: kenneth@harbortrustaccounting.com | 813-642-4647 | harbortrustaccounting.com

Chapters
00:00 Intro
00:12 Welcome: Ken Sjoberg, Harbor Trust Accounting
00:24 From Air Force kid to AIG fraud investigator
02:03 The biggest tax mistakes small businesses make
03:23 CPA, CFE, CIA: what the letters mean
04:48 The $3 million fraud and the file named "Passwords"
06:53 Why Harbor Trust and the lighthouse
07:53 Got a letter from the IRS? Do this first
09:03 The shoebox of receipts
11:58 The homestead exemption transplants miss
13:00 The biggest tax myth: write-offs are not free
14:07 Why talk to an accountant now, not in April
15:06 Rapid fire: East of Tampa favorites
18:39 The worst traffic East of Tampa
19:25 Hurricane prep
21:27 How to reach Ken
22:50 Presented by Team Plumstead

Follow East of Tampa for local news, sports and businesses across FishHawk, Lithia, Riverview, Brandon, Valrico and Southeast Hillsborough.

Presented by Team Plumstead with Red Sash Realty. TeamPlumstead.com