Pam* is in her late seventies, a widow, and a retired Rhode Island public school teacher of over 30 years. She’s smart, loves to read, and enjoys getting together with close friends. She could be your next-door neighbor, and yet, Pam was a victim of an IRS scam the week before Christmas.
A man called Pam on her cell phone stating that he was an IRS agent and she owed the IRS $3,800. He gave her his name, IRS badge number, and her case file number. He knew her name and where she lived. Pam panicked. She believed that the caller was from the IRS because she did owe the IRS money for past taxes, but was on a payment plan and was up to date on her payments.
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Beth Carroll - CPA
Member of: AADMM AICPA, RISCPA Archives
December 2019
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