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Anthony J. Bardi
Registered Representative
Enrolled Agent, LTC# 454
Tax and Financial Solutions, Inc.
151 SE 223rd Avenue
Gresham, OR 97030
Phone: 503-666-7909
May/June 2025
Beware Of Tax Scams
Don't fall victim to scams during this tax filing season.
Recognize These Red Flags.
The IRS doesn't initiate contact with taxpayers or request personal or financial information through phone, email, text message or social media. You'll usually receive several letters from the IRS before an agent calls you or comes to your home or business.Also, the IRS doesn't call to demand immediate payment using a specific method, like gift cards or wire transfers. Any tax payments should be made directly to the United States Treasury. IRS personnel will never threaten to send local police or immigration officers to arrest you if you don't pay.
If you're ever in doubt about the legitimacy of messages or letters you receive, contact your tax professional right away, or call the IRS.
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Tax and Financial Solutions, Inc. and LTM Client Marketing are unrelated companies. This newsletter was created by LTM Client Marketing and was not written or created by the named financial professional and does not necessarily represent the views and opinions of Avantax Wealth Management® or its subsidiaries.
Avantax affiliated advisors may only conduct business with residents of the states for which they are properly licensed and registered. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory Services℠, Insurance services offered through an Avantax affiliated insurance agency. Not all products and services are offered by all financial professionals. Products and services listed may only be offered by properly licensed individuals. Tax and Financial Solutions, Inc. and Avantax are not affiliated.
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