Cyber Security News: Fake PDF Reader Scam — Make Your Office Admin Aware!

Published by Dental Accounting Group | The Successful Dentist™ | March 2026

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CRC Technologies collaborates with DAG to help keep our clients informed on the latest cyber threats and cybersecurity risks impacting dental practices. CRC provides managed IT services, backed by over two decades of industry experience, to over 375 dental practices across the Pacific Northwest, helping protect sensitive data, personal information, and critical systems from cybercriminals and attackers.

Fake PDF Reader Scam: Make Your Office Admin Aware!

CRC is seeing an uptick in two common attack methods targeting small businesses: “free” PDF readers and malicious Excel files. In the first case, someone searches online for a PDF reader, converter, or “editor” and ends up downloading software that looks legitimate but is actually bundled with malware, spyware, or other malicious code. These fake PDF converters and fake sites often mimic official websites or trusted brand elements, making them difficult to identify. These installers can add hidden background tools that track activity, steal passwords, capture login credentials, and create a foothold for a larger compromise or data theft involving sensitive information and bank accounts.

With Excel files, we’re seeing more suspicious documents designed to trick users into enabling risky features. These often arrive by email and look like routine spreadsheets labeled as invoices, statements, payroll, or reports, but then prompt you to “Enable Content” or “Enable Macros” to view the file properly. That prompt is one of the biggest red flags: macros can run malicious code on your computer and are a common malware delivery method used by hackers, threat actors, and cybercriminals. If an Excel file is asking to enable macros or is throwing a malware alert, stop and do not proceed.

CRC’s security protections are designed to detect and block these threats by scanning downloads, suspicious PDFs, and malicious PDF files, and quarantining anything that matches known malicious patterns or behavior. This includes monitoring for ransomware, trojans, and spyware that may attempt to connect to remote servers or compromise personal data. If you see a malware alert, that means the protection worked. Do not click “allow,” “override,” or try to install a different “free” version to get around the warning.

Practical Guidance

A practical tip: in many cases you don’t need a “free PDF editor” at all. Modern browsers like Firefox can open a PDF and allow basic text entry and simple edits (and you can always use approved tools your IT team provides). Please avoid installing any free software from the internet unless it’s explicitly approved, and do not open Excel files that trigger a warning or request macros. If something appears urgent but gets blocked, contact your IT support or CRC so we can validate it safely and provide an approved, secure option. 

Please avoid installing any free software, online file converters, or free online converters from the internet unless it’s explicitly approved. These tools are often used by attackers as a gateway for malware, identity theft, and credential theft. As a best way to protect your systems, rely on approved antivirus software, secure environments, or even sandbox tools like Browserling to safely review suspicious PDFs when needed.

Do not open suspicious documents or malicious PDFs that trigger a warning or request macros. If something appears urgent but gets blocked, contact your IT support or CRC so we can validate it safely and provide an approved, secure option. Taking extra caution can prevent a privacy nightmare and protect your practice from serious cybersecurity incidents.

Contact CRC Technologies

“At CRC, we’re monitoring this issue closely. If you want a list of recommended protections and more info on spotting these scams, please contact us at he**@******hs.comYour security is our priority.— James Cosgrove, CEOCRC (Computer Resource Corporation)P (206) 441-5042  |  F (206) 374-2264  |  Direct (206) 254-02221125 N 140th St Seattle WA 98133
DAG has not received financial benefits for endorsing CRC. They are our preferred vendor for dental practice IT services in Washington because they are the best at what they do — serving the unique needs of dental practices!
© 2026 DG Accounting Professionals LLC. All Rights Reserved.

Dental Accounting Group  •  Bellevue, WA  •  cpa4dds.com  •  425.216.1612

© 2026 DG Accounting Professionals LLC. All Rights Reserved.

Cryptocurrency & Digital Assets: New Tax Clarity for Dental Practice Owners in 2026

Published by Dental Accounting Group | The Successful Dentist™ | March 2026

The federal landscape for cryptocurrency and digital assets has shifted significantly with recent legislation, bringing updated cryptocurrency tax rules and expanded IRS guidance in the United States. For dental practice owners who hold, invest in, or accept digital assets or virtual currency, here is a summary of key developments and tax implications for your specific situation.

Key Changes from the One Big Beautiful Bill Act

Clearer Capital Gains Treatment:

Digital assets held for more than one year continue to qualify for long-term capital gains tax rates, while short-term gains remain taxed as ordinary income and subject to ordinary income tax rates. Documentation of your cost basis, purchase price, and fair market value of your crypto for every transaction is critical to determine taxable gain, capital loss, and overall taxable income for federal income tax purposes.

De Minimis Exclusion:

Small personal-use cryptocurrency transactions under a defined threshold may be excluded from gain recognition, reducing the reporting burden for minor crypto transactions. However, accurate transaction information and tracking of the fair market value of the cryptocurrency at the time of use are still important for tax reporting and compliance with IRS rules.

Business Payments:

Dental practices that accept cryptocurrency as payment for services must recognize ordinary income equal to the fair market value of the asset on the date received. This creates a taxable event and contributes to gross proceeds that must be reported on your income tax return. Proper tracking software, crypto tax software, or a crypto tax calculator can help document market value, crypto income, and related business expenses for tax purposes.

Retirement Accounts:

Clarity has been provided on the use of digital assets within self-directed IRAs and 401(k) plans, though significant compliance requirements apply. These assets are still treated as capital assets, and transactions may require reporting through forms such as Schedule D depending on dispositions of capital assets within investment accounts or retirement accounts.

What Dental Practice Owners Should Do Now

  • If you hold cryptocurrency personally or in your practice, ensure you have accurate cost basis records, transaction information, and documentation of all cryptocurrency transactions, including those involving cryptocurrency exchanges or a crypto exchange platform.
  • If your practice has accepted cryptocurrency as payment, consult your DAG advisor or tax advisor to ensure proper income reporting, completion of the appropriate IRS form or tax form, and alignment with current crypto tax forms and federal income tax return requirements.
  • Do not assume that crypto transactions are invisible to the Internal Revenue Service. Reporting requirements have expanded significantly, including new cryptocurrency reporting standards, new tax forms, and increased oversight of financial interest in such assets.
  • If you are involved in activities such as crypto mining, crypto sales, or hard fork events, these may trigger additional taxable events, crypto income, or crypto losses that impact your tax bill and overall tax return.
  • Speak with your DAG advisor before making any large crypto transactions or changes to your investment accounts, as the tax implications, capital gains tax exposure, and treatment of digital assets can differ significantly from traditional investments such as real estate.
Disclaimer: This article is for general informational purposes only. Cryptocurrency tax rules are complex and subject to further IRS guidance. This is not legal, tax, or investment advice. Consult a qualified professional before making decisions involving digital assets.
© 2026 DG Accounting Professionals LLC. All Rights Reserved.

Dental Accounting Group  •  Bellevue, WA  •  cpa4dds.com  •  425.216.1612

© 2026 DG Accounting Professionals LLC. All Rights Reserved.