TSA PreCheck Scams

Protect yourself from these tax-related scams.

Tax-related scams have become increasingly common, and they happen year-round.  Fraudsters will contact you pretending to be from the Internal Revenue Service (IRS), a tax accounting service, or another tax-related agency.  You could receive fake emails, phone calls, letters, or other communications.

Be on high alert for phishing emails. Scammers are attempting to steal information such as tax IDs, account information, passwords, and other valuable data.  Be immediately suspicious of any unsolicited communication (email, text message, letter, or call) that asks you for your Social Security number, login credentials, or other personal information.

Review these helpful FAQs:

• Will the IRS contact me via email?

The IRS will never initiate contact with you via email, text messages, or social media with a request for personal or financial data. Be extremely careful with any unsolicited email that claims to be from the IRS.

• What should I do if I receive an email or text message claiming to be from the IRS or another tax service that asked for sensitive information?

Do not reply! Do not click on any links or download any attachments. Forward any IRS-related emails to phishing@irs.gov.

• What should I do if I discover a website claiming to be the IRS that I suspect is not legitimate?

Do not click on any links, download any files, or submit any information. Send the URL to phishing@irs.gov

• Are there any trusted resources I can use to identify email scams or websites claiming to be
  the IRS?

The IRS highlights examples of email scams and bogus websites. Find the information online at www.irs.gov/uac/Report-Phishing and https://www.irs.gov/newsroom/tax-scams-consumeralerts.

• What should I do if I receive an unsolicited phone call or letter claiming to be from the IRS that
  I suspect may not be legitimate?

Contact the IRS yourself to confirm any requests made via phone or letter, particularly those that are threatening or demand immediate payment. Visit www.irs.gov/uac/Report-Phishing for phone numbers and other tips.

• If I receive a suspicious tax-related email while at work, should I notify my company?

Yes! Report suspicious emails to IT. The IT team can help you determine if a message is legitimate. In addition to confirming requests for your personal data, you should verify any email that asked you to provide copies of W2 forms or your coworkers’ tax-related information.

What is a fiduciary?

When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.

Why choose Trilogy?

At Trilogy, we operate by suitability standards in offering advice and recommendations that are the most suitable to your needs. We aren’t just salesmen looking to sell products that earn the highest commission. We are dedicated Advisors, financial life planners, who use our expertise to guide you to make smart money decisions. We recommend investments and financial products that are the best fit for your life situation.

Trilogy Capital Inc. is a Registered Investment Advisor. We are a fee-based firm. That means some of our Advisors earn commissions from the sales of certain insurance or securities products. While this incentivizes our Advisors to be the best they can be at their job, be assured that they put people first to select the best solutions for you.

You have a team behind you

When you work with Trilogy, you don’t just have just one Advisor, you have a team who have an ethical duty to recommend what’s best for you. We are specialists with decades of experience in wealth management and protection.

Life planning

With our Advisors, you can be sure they have a fiduciary duty of care to work at the highest level of trust in creating and reviewing your Life Plan. When they make a recommendation, it’s because they feel strongly it’s the right fit for you and your needs, in the life stage you are now and for the future.

Investing for your future

Our financial professionals work in a fiduciary capacity with our investment platforms. We value our relationship with you and work to maintain your trust. We look at the big picture and consider all aspects of your life regarding your personal financial situation.

We know managing your finances can be a full-time job. That’s why our Advisors are there for you to ensure your investments are properly diversified for your risk tolerance. We also monitor other service providers working on components of your plan (including investment companies, record keepers and third-party administrators) to make sure they are catering to your needs and in a cost-efficient manner.

Managing risk

Your fiduciary Financial Advisor will review your personal situation to determine where the risk factors are when it comes to protecting your wealth and recommend insurance products that best fit your needs to add peace-of-mind protection. Whether it’s long term care or life insurance – we’re here to set you up for success so you have a solid plan for whatever comes your way in life.

In keeping with our fiduciary commitment to you, we are an independent financial planning firm. That means we don’t own any insurance products. We’ve done the legwork to find reputable insurance companies who have a proven track record of financial security and claims-paying ability, so you can be confident we recommend products that have the credibility you can count on.

A partner you can trust

When you work with Trilogy, you can finally take a breath in knowing you have a partner who will look out for your finances and do what is best for your life situation and help you meet your financial goals. You can get on with enjoying life, not worrying if you have the money to cover it.