Scams

The U.S. Tax Code is used for more than just collecting taxes. It is used by the Government as a means of providing lower-income individuals with social benefits such as the earned income tax credit, child tax credit, and health care subsidies.

We are interrupting our Evidence-Based Investment Insights series to bring you an important Ransomware alert. As an advisor, we’re interested in helping you maintain financial security across multiple fronts. So we’re reaching out to ensure you’ve seen the unfolding news about the latest global ransomware attack on computers running Microsoft Windows operating systems.

An aggressive and sophisticated phone scam targeting taxpayers, including recent immigrants, has been making the rounds throughout the country. Callers claim to be employees of the IRS but are not. These con artists can sound convincing when they call. They use fake names and bogus IRS identification badge numbers.