Don't let scammers claim your hard-earned cash! In this with our certified financial planner, Jennifer Johnson of Three Magnolias Financial Advisors, we delve into the murky waters of tax-related scams that are rampant throughout the year. Discover the red flags of IRS impersonation calls, the insidious tactics of fraudsters, and the latest schemes that could target you or your loved ones. Learn how to differentiate between legitimate IRS communication and deceitful traps, and arm yourself with the knowledge to protect your assets and personal information.
Whether it's aggressive phone calls, phishing emails, or too-good-to-be-true promises, Jennifer provides invaluable insights and practical steps to verify the authenticity of any tax-related communication. Plus, find out what to do if you've accidentally fallen prey to these scams, and how to report them to safeguard others. This episode is not just about staying vigilant; it's about taking action and being part of the solution. Tune in to keep your finances secure and your peace of mind intact.
IRS Customer Service: https://www.irs.gov/help/let-us-help-you
Report Tax Scams: https://www.irs.gov/businesses/small-businesses-self-employed/tax-scams-how-to-report-them
When to file a form 14039 Identity Theft Affidavit : https://www.irs.gov/newsroom/when-to-file-a-form-14039-identity-theft-affidavit
Treasury General Inspector Phone Number: 800-366-4484
The Triad Podcast Network is proudly sponsored by The Ginther Group Real Estate, Ashley McKenzie-Sharpe of Highlands Residential Mortgage, and Three Magnolias Financial Advisors.