Thank you for joining this important session on staying safe from tax-related scams. We reviewed how scammers operate, the tactics they use to pressure people, and practical steps you can take to protect yourself during tax season and beyond.

Key Takeaways and Next Steps

Know the Red Flags

Scammers may impersonate the IRS or state tax authorities, demanding immediate payment or personal information. The IRS will never call, email, or text you first, they begin with a letter.

Protect Personal Information

Never give your Social Security number, banking details, or even the last four digits over the phone unless you initiated the call to a verified number.

Beware of Pressure Tactics

Threats of arrest, deportation, or canceled Social Security numbers are scare tactics. Scammers aim to push you into quick, emotional decisions.

Avoid Suspicious Links and Calls

Do not click on unknown links in emails, texts, or social media messages. Caller ID can be faked, don’t trust it. If in doubt, hang up and contact the agency directly using an official number.

Stay Ahead with Prevention

File your taxes as early as possible to prevent fraudsters from filing a false return with your Social Security number. Only use trusted, verified tax preparers who have a preparer tax identification number (PTIN).

Remember the FTC’s Rule

Any request for payment by gift card, cryptocurrency, or wire transfer is a scam, always.

Staying calm and thinking logically instead of emotionally is your strongest defense. Stay alert, protect your information, and when in doubt, pause and verify before taking action.