Tax Season Scams with Mike Breza and Lisa Dunnigan  

It’s tax season! Time to keep your eyes open for common scams. We are joined by Olsen Thielen Tax Principal Mike Breza and our CIO Lisa Dunnigan as they share stories, red flags, and tips for how to avoid tax scams. Here are a few of the scams we explore in this episode:

  • Impersonating the IRS
  • The Fake Mistress Story
  • Stealing Credentials
  • The Grandchild in Need
  • Fake Charities
  • The Lost Package

From phone calls to phishing emails to fraudulent tax preparers – scams are only becoming more sophisticated every year. Check out this episode to ensure you never become a victim of one of these nefarious scams.

And remember: The IRS will not call you!

Relevant Resources:

Learn more about how to protect yourself from identity theft scams and read Lisa’s article here.

The IRS publishes a list of common tax scams and consumer alerts. Check that out here.

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Note that the Q&A Over Coffee Podcast is provided for informational purposes only and is not a substitute for obtaining accounting, tax, or financial advice from a professional accountant. 

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