Be Aware of IRS Tax Scams

As we welcome in a new year and many changes, we need to remain diligent of new tax scams pertaining to identity theft and refund fraud.  This is one reason NY State is now requiring your driver’s license number to file your State return.

The IRS recently issued a summary of the most prevalent scams and to help you identify a scam, listed are some reminders of what the IRS will never do.  https://www.irs.gov/uac/irs-warns-taxpayers-of-numerous-tax-scams-nationwide-and-provides-summary-of-most-recent-schemes?_ga=1.99571224.767202215.1399553123&utm_source=Email&utm_medium=Internal&utm_campaign=

You are your first “Line of Defense” against crooks and scammers who are evolving and getting smarter.  Remember it is best to be suspicious and if you receive a phone call from an impersonating IRS representative, Hang Up Immediately. DO NOT give any information.  If you are in doubt about the validity of a call, e-mail, or letter from the IRS please contact us prior to responding.  We will help you to determine if it is a scam and can advise of the appropriate actions to take, if any are necessary.

Please know that The IRS Will Never:

  • Call to demand immediate payment using a specific payment method such as a prepaid debit card, gift card or wire transfer or initiate contact by e-mail or text message. Generally, the IRS will first mail you a bill if you owe any taxes.
  • Threaten to immediately bring in local police or other law-enforcement groups to have you arrested for not paying.
  • Demand that you pay taxes without giving you the opportunity to question or appeal the amount they say you owe.
  • Ask for credit or debit card numbers over the phone.

We are here for you, please NEVER hesitate to contact us.  Lighthouse Financial Advisors does not want you to worry about the IRS; we want you to enjoy the journey (especially if it includes 70 degree days in January).

Contact

Lighthouse Financial Advisors

3 Harding Rd Suite B
Red Bank, NJ 07701

P: 732.747.6697
F: 800.886.0302
info@lfadvisors.com

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Disclosures

Client Relationship Summary – Form CRS
Firm Brochure – Form ADV 2A

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