AI TAX SCAMS: HOW TO SPOT IRS FRAUD AND PROTECT YOURSELF
FROM BALTIMORE-WASHINGTON FINANCIAL ADVISORS
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Lawrence M. Post
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Tessa Hall
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About This Episode
Tessa speaks with BWFA Senior Tax & Planning Advisor Larry Post about AI tax scams, how they are evolving, and why even experienced taxpayers can be vulnerable. They discuss how scammers use urgency, fear, and increasingly realistic technology to trick individuals into sending money or sharing sensitive information.
The conversation highlights a key takeaway: the IRS does not call, text, or email to demand payment. Understanding how legitimate communication works can help you avoid costly mistakes. To better understand how tax planning and guidance can help protect your financial life, visit our Tax Planning page.
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AI tax scams are becoming more sophisticated. As a result, it is getting harder to tell what is real and what is not.
In this episode of Healthy, Wealthy & Wise, Tessa speaks with BWFA Senior Tax & Planning Advisor Larry Post about AI tax scams and how they are impacting taxpayers today. While scams have always existed, new technology is making them more convincing. For example, scammers can now mimic voices, create realistic messages, and apply pressure in ways that feel urgent and believable.
However, there are still clear warning signs. The IRS does not call, text, or email to demand payment. Instead, official communication typically comes through mailed notices. Therefore, any unexpected outreach asking for immediate payment should raise concern.
In addition, scammers often rely on urgency and secrecy. They may ask you not to tell anyone or push you to act quickly. Because of this, taking a moment to pause and verify the situation can make a significant difference.
Larry also explains that even legitimate IRS notices should be reviewed carefully. In some cases, the issue may be resolved with a simple clarification. Rather than reacting immediately, it is often best to confirm the details with a trusted tax professional.
Another key takeaway is that you do not have to handle these situations alone. If something feels off, reaching out to your advisor can help you avoid unnecessary stress and costly mistakes.
Ultimately, AI tax scams are not just about technology. They are about behavior. By staying informed, asking questions, and slowing down when something feels urgent, you can better protect yourself and your finances.