Don’t Get Scammed During Tax Season: A Senior’s Guide

Tax season can be stressful for anyone—but unfortunately, it’s also prime time for scammers looking to take advantage of seniors. With confusing paperwork, tight deadlines, and increased communication from government agencies, it becomes easier for fraudsters to pose as legitimate sources and steal sensitive information.

At McCrite Plaza Senior Living in Kansas City at Briarcliff, we believe that awareness is one of the strongest defenses. By understanding the most common tax-related scams, seniors and their families can stay protected and confident during tax season.

Why Seniors Are Targeted During Tax Season

Scammers often target seniors because they may:

• Have retirement savings or steady income sources
• Be more trusting of authority figures
• Be less familiar with evolving digital scams
• Prefer phone or mail communication, which scammers exploit

That’s why staying informed is critical—especially during tax season when IRS-related scams spike.

Common Tax Season Scams to Watch For

1. IRS Impersonation Scams

One of the most common tactics involves scammers pretending to be the IRS. They may call, email, or even send letters threatening:

• You owe back taxes immediately
• You must pay using gift cards, wire transfers, or cryptocurrency
• You’ll be arrested if you don’t pay right away

Important: The IRS will never demand immediate payment over the phone or ask for unusual payment methods.

2. Phishing Emails and Text Messages

Scammers send emails or texts that appear to be from the IRS or tax preparation services. These messages often:

• Contain urgent language
• Include links to “verify” your information
• Ask for Social Security numbers or bank details

Clicking these links can lead to identity theft or malware.

3. Fake Tax Preparers

Some scammers pose as professional tax preparers to gain access to personal and financial information. Warning signs include:

• Charging fees based on refund amounts
• Refusing to sign your tax return
• Asking you to sign blank documents

Always verify credentials before working with a tax professional.

4. Refund and Stimulus Payment Scams

Fraudsters may promise larger refunds or additional stimulus payments in exchange for personal information. These scams often:

• Sound too good to be true
• Require upfront fees
• Ask for direct deposit information

Remember, legitimate refunds come directly from the IRS—not third parties.

5. Social Security Number (SSN) Scams

Scammers may claim your Social Security number has been “suspended” or linked to suspicious activity. They’ll pressure you to:

• Confirm your SSN
• Provide personal details
• Make payments to “fix” the issue

Government agencies will not threaten or pressure you like this.

How Seniors Can Stay Safe

Protecting yourself doesn’t have to be complicated. Here are a few simple steps:

• Pause before responding to any urgent request
• Verify independently by contacting the IRS or a trusted advisor
• Never share personal information over the phone or email unless you initiated the contact
• Work with trusted tax professionals
• Talk to family members or caregivers if something feels off

A Community That Prioritizes Safety and Peace of Mind

At McCrite Plaza Senior Living at Briarcliff, resident safety goes beyond physical care—it includes financial awareness and overall well-being. Our community provides a full continuum of care, ensuring seniors have the support they need at every stage of life.

We’re proud to be recognized with countless awards in the Kansas City area, reflecting our commitment to excellence, trust, and compassionate care.

Whether it’s helping residents stay informed, offering a secure environment, or simply being there for guidance, McCrite Plaza is dedicated to helping seniors live confidently and comfortably.

Stay Informed, Stay Protected

Tax season doesn’t have to be stressful—or dangerous. By staying aware of common scams and knowing what to look for, seniors can protect their finances and personal information.

If you or a loved one are looking for a supportive, award-winning senior living community in Kansas City, McCrite Plaza at Briarcliff is here to help every step of the way.