Money Monday!

IRS Scams Stink. 

The IRS will generally not call you.  This will only happen if there is an overdue bill or return, and they have notified you several times by mail. Below is an article on how to know if it’s really the IRS calling or knocking on your door:

Below, I’ve included an article from the IRS on common tax scams:

Our clients are encouraged to call us before taking any action if they suspect something may be “off” about any  IRS communication they have received.  If you would like to learn more about this or any more of the holistic services we offer, please contact us at (302) 543–5855 or visit our website at





Any opinions are those of John Wheeler and not necessarily those of Raymond James. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of the strategy selected. Past performance is not indicative of future results. Links are being provided for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website users and/or members.  While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.