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Fraud

Common Tax Scams and How to Avoid Them

#tax scams#identity theft#phishing#fraud prevention

Tax scams are unfortunately common, and scammers are becoming increasingly sophisticated. Being aware of common scams can help you protect yourself and your financial information.



Phishing Scams



Scammers send emails or text messages pretending to be from the IRS, asking for personal information or payment. The IRS will never contact you by email, text, or social media to request personal information or payment.



Phone Scams



Scammers call claiming to be IRS agents, often:




  • Demanding immediate payment

  • Threatening arrest or deportation

  • Requesting payment via gift cards or wire transfers

  • Asking for personal information



Remember: The IRS will never call to demand immediate payment, threaten you, or ask for payment via gift cards or wire transfers.



Identity Theft



Identity thieves may file fraudulent tax returns using stolen Social Security numbers to claim refunds. Signs include:




  • Receiving a notice about a tax return you didn't file

  • Being unable to e-file because a return was already filed with your SSN

  • Receiving unexpected tax documents



Fake Charities



Scammers create fake charities, especially after disasters, to steal your money and personal information. Always verify charities before donating.



How to Protect Yourself




  • Never give personal information to unsolicited callers or emailers

  • Verify any IRS communication by calling the IRS directly at 1-800-829-1040

  • Use strong, unique passwords for tax accounts

  • File your tax return early to prevent identity thieves from filing first

  • Shred documents containing personal information

  • Monitor your credit reports regularly



If You're a Victim



If you believe you've been targeted by a tax scam:




  • Report it to the IRS and Federal Trade Commission

  • Place a fraud alert on your credit reports

  • Consider filing an identity theft report with the FTC

  • Contact a tax professional for assistance



Our team can help you verify legitimate IRS communications and assist if you've been targeted by a scam.

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