An Honest Approach to Financial Management

Keep an Eye Out for IRS-Related Scams

The IRS warns that although scams are especially prevalent during tax season, they also take place throughout the year.1 As a result, it’s important to always be on the lookout for suspicious activity so that you don’t end up becoming the victim of a scam.


One of the more common IRS scams involves phishing emails. These scams involve unsolicited emails that pose as the IRS to convince you to provide personal information. Scam artists then use this information to commit identity or financial theft. Another dangerous type of phishing, referred to as “spear phishing,” is targeted towards specific individuals or groups within a company or organization. Spear phishing emails are designed to get you to click on a link or download an attachment that will install malware in order to disrupt critical operations within your company or organization.

Another popular IRS scam involves fraudulent communications that appear to be from the IRS or a law enforcement organization. These scams are designed to trick you into divulging your personal information by using scare tactics such as threatening you with arrest or license revocation. Be wary of any email, phone, social media, and text communications from individuals claiming they are from the IRS or law enforcement saying that you owe money to the IRS.


The IRS will not initiate contact with you by email, text message, or social media to request personal information.


A relatively new IRS scam involves text messages that ask you to click on a link in order to claim a tax rebate or some other type of tax refund. Scammers who send these messages are trying to get you to give up your personal information and/or install malware on your phone. Watch out for texts that appear to be from the IRS that mention “tax rebate” or “refund payment.”

The IRS will not initiate contact with you by email, text message, or social media to request personal information. The IRS usually contacts you by regular mail delivered by the U.S. Postal Service. Here are some steps that may help you avoid scams.

  • Never share your personal or financial information via email, text message, or over the phone.
  • Don’t click on suspicious or unfamiliar links or attachments in emails, text messages, or instant messaging services.
  • Keep your devices and security software up to date, maintain strong passwords, and use multi-factor authentication.

This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek guidance from an independent tax or legal professional. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. This material was written and prepared by Broadridge Advisor Solutions. © 2023 Broadridge Financial Solutions, Inc.

Rudy Rodriguez is insurance licensed in the states of GA and FL. Stuart Jones is insurance licensed in the states of AL, FL, GA, IL, MD, MS, NY, SD, TN, TX and VA. Kinship Wealth Partners offers advisory Services through EPG Wealth Management LLC, an SEC Registered Investment Adviser. Securities offered through Arkadios Capital, a broker/dealer, Member FINRA/SIPC. Kinship Wealth Partners, EPG Wealth Management LLC, and Arkadios Capital are not affiliated through any ownership. Certain individuals associated with or employed by Kinship Wealth Partners, may be registered with EPG Wealth Management LLC and/or Arkadios Capital. Past performance does not guarantee or is indicative of future results. This summary of statistics, price, and quotes has been obtained from sources believed to be reliable but is not necessarily complete and cannot be guaranteed. All securities may lose value, may not be insured by any federal agency and are subject to availability and price changes. Market risk is a consideration if sold prior to maturity. Information and opinions herein are for general informational use only and subject to change without notice. This material does not constitute an offer to sell, solicitation of an offer to buy, recommendation to buy, or representation as the suitability or appropriateness of any security, financial product, or instrument, unless explicitly stated as such. Link to SIPC https://www.sipc.org/ Link to FINRA https://brokercheck.finra.org/ Privacy Policy SIPC FINRA ADV Brochure

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