Just yesterday I received a call stating that the person was from the Internal Revenue Service (IRS). The caller said if I didn’t pay my unpaid taxes immediately, I would be arrested. Thankfully I am a financial planner so I know that these calls are a scam.
With tax season upon us (individual tax returns deadline extended until July 15), these scams are sure to become more prevalent, especially targeting senior citizens.


These scammers have become very good at this process. They may have spoofed the number of the IRS or have part of your social security number. Just enough information to make you think it is legitimate. The scam commonly involves an unsolicited telephone call, text message, or email from an imposter IRS agent who tells the targeted individual that they owe money to the IRS. The scammer then gives instructions on how and where to pay their debt.
If you receive one of these calls, immediately end the call. Do not speak to them or press any buttons as many will instruct you to do. If contact is made by email or text message do not click on any links. And do not agree to send money via wire transfers or gift cards.
If the IRS does need to contact you, the initial attempt is always via a letter mailed to your address. It will generally make contact by phone or in person only after a taxpayer has received multiple written notices. Anyone that has concerns can call the IRS help line for individuals: (800) 829-1040.
If you have received one of these IRS or Treasury-related fraudulent calls, please report it to phishing@irs.gov (Subject: IRS Phone Scam).
Oh and the threat of going directly to jail, this is still America. No one goes to jail for tax avoidance without a trial! Always call us if you are concerned about a financial call.
Hope you have a great week!
If you know of anyone that you think would appreciate this post, please don’t hesitate to forward it on.
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