Summer Brings Surge in Robo Call Phone Scams

In an information press release, IRS warned taxpayers of an increase in IRS-impersonation scams that employ automated phone calls demanding tax payments on iTunes and other gift cards.

IRS has seen an increase in "robo-calls" where scammers leave urgent callback requests telling taxpayers to call back to settle their "tax bill." These fake calls claim to be the last warning before legal action is taken. When the taxpayer calls back, the scammers may threaten the taxpayer with arrest, deportation, or revocation of their driver's license if they don't agree to pay.

IRS cautions that, in the latest trend, IRS impersonators are demanding payments on iTunes and other gift cards. IRS reminds taxpayers that any request to settle a tax bill by putting money on any form of gift card is a clear indication of a scam.

IRS notes that fake calls can take many forms and that scammers are constantly changing their strategies. Other tactics may include:

  • Demanding payment for a non-existent "Federal Student Tax"

  • Soliciting Form W-2 (Wage and Tax Statement) information from payroll and human resources professionals

  • "Verifying" tax return information over the phone

  • Pretending to be from the tax preparation industry

  • IRS advises that knowing the telltale signs of an impersonator is the best way to avoid becoming a victim.

Taxpayer should be aware that IRS will never:

  • Call to demand immediate payment over the phone, or call about taxes owed without first having mailed the taxpayer a bill.

  • Threaten immediately to bring in local police or other law-enforcement groups to have the taxpayer arrested for not paying.

  • Demand that the taxpayer pays taxes without giving the taxpayer the opportunity to question or appeal the amount they say is owed.

  • Require that the taxpayer uses a specific payment method for the taxes, such as a prepaid debit card, gift card or wire transfer.

  • Ask for credit or debit card numbers over the phone.

If an individual gets a phone call from someone claiming to be from IRS and asking for money and the individual doesn't owe taxes, the taxpayer should not give out any information. Instead, he should hang up immediately; contact the Treasury Inspector General for Tax Administration (TIGTA) to report the call (on their "IRS Impersonation Scam Reporting" webpage or call 800-366-4484); and report it to the Federal Trade Commission (using "FTC Complaint Assistant" on, and adding "IRS Telephone Scam" in the notes). If a taxpayer thinks he might owe taxes, he should call IRS directly at 800-829-1040.

Scott Anderson, CPA, CFP®, EA is the CFO and Vice President of Tax Strategies for GW Financial, Inc. He earned his MBA from Stanford University. Scott has spent over 35 years in corporate accounting and finance, including experience with several entrepreneurial opportunities in venture capital startups and corporate turnaround situations. He has served as Chief Financial Officer for two emerging public companies and has his own active practice in tax, financial, and investment planning for individuals and small business owners.

Recent Posts
Stay up to date with our latest news and articles 

Main Office:

151 Kalmus Drive, Suite C-150 

Costa Mesa, CA 92626 
(714) 850-0534 

(714) 850-0934 FAX  

  • Wix Facebook page
  • LinkedIn App Icon
  • Wix Twitter page

Desert Office:

77-564 Country Club Drive #150

Palm Desert, CA 92211

(760) 350-5049

The information in this website is for U.S. residents only. GW Financial, Inc. described in this website is registered only in the United States and the information on this website does not constitute an offer to sell, or a solicitation of an offer to purchase funds either in the United States or to persons outside of the United States. 


Content on  is protected by applicable copyright laws. No permission is granted to copy, distribute, modify, post or frame any text, graphics, software code, user interface design or logos.




An investment adviser or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's investment adviser or IA rep requirements, as the case may be. Follow-up or individualized responses to consumers in a particular state by an investment adviser or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's investment adviser or IA rep requirements, or pursuant to an applicable state exemption or exclusion.


For information concerning the licensure status or disciplinary history of an investment adviser or IA rep,

a consumer should contact his or her stated securities law administrator.

© Copyright 2019 GW Financial, Inc. All rights reserved.

Privacy Policy