IRS Scams Are Getting Smarter

April 1, 20261:20 watchInvesting & Markets

Tax season is prime time for scammers, and the tactics are more convincing than ever. If you have ever received a suspicious email, text, or call claiming to be from the IRS, this video is for you.

Nathan Gilbert of Meridian Financial Partners walks through the IRS Dirty Dozen, the agency's annual list of the most dangerous tax scams circulating in 2025. You will learn how fraudsters use fake tax credits, phony refund offers, and data harvesting schemes to gain access to your bank accounts and personal information. Nathan also shares how Meridian tests its own team through internal phishing campaigns, and what those exercises reveal about how convincing modern scams have become.

Staying informed is one of the simplest ways to protect your financial life. Watch to the end for a question worth bringing up at your next social gathering.

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