Protecting Your Identity During Tax Season

Tax season is a prime time for identity thieves. Taking proactive steps to protect your personal and financial information can help prevent identity theft and tax fraud.

Secure Your Documents

• Store tax documents in a secure location


• Shred documents containing personal information before disposing


• Use secure, encrypted methods when transmitting tax documents electronically

File Early

Filing your tax return early can prevent identity thieves from filing a fraudulent return using your Social Security number. The first person to file with your SSN typically gets the refund.

Use Secure Methods

• File electronically using secure, encrypted software


• Use a reputable tax preparer with proper security measures


• Avoid public Wi-Fi when accessing tax information


• Use strong, unique passwords for tax accounts

Be Wary of Communications

The IRS will never:

• Contact you by email, text, or social media


• Call to demand immediate payment


• Threaten you with arrest or deportation


• Ask for payment via gift cards or wire transfers

Monitor Your Accounts

• Review bank and credit card statements regularly


• Check your credit reports at least annually


• Set up account alerts for suspicious activity


• Consider a credit freeze if you've been a victim of identity theft

Use an IP PIN

The IRS Identity Protection PIN (IP PIN) is a six-digit number that prevents someone else from filing a tax return using your Social Security number. You can request one through the IRS website.

Signs of Identity Theft

Watch for:

• Unexpected tax documents


• Notices about tax returns you didn't file


• Inability to e-file because a return was already filed


• Unexpected refunds or tax bills

If you suspect identity theft, contact the IRS immediately and consider working with a tax professional who specializes in identity theft cases.

Our team can help you implement identity protection measures and assist if you've been a victim of tax-related identity theft.