In this episode of the Trust Issues Podcast, consumer investigator Dale Cardwell takes a hard look at one of the fastest-growing financial threats in the digital age: tax scams. What used to be a paper trail has evolved into a digital minefield, where scammers use texts, emails, and spoofed phone calls to trick taxpayers out of millions.
From fake refund notifications to aggressive calls claiming you owe back taxes, these schemes are designed to create urgency, fear, and confusion. And with impersonation scams costing Americans hundreds of millions of dollars each year, the stakes have never been higher.
Dale and senior producer Marnie ZambrI break down how these scams work, why they've surged since the pandemic, and how new technology—including AI—is making them even more convincing. The episode also exposes lesser-known threats, including fraudulent tax relief companies that overpromise results and "ghost preparers" who file returns without signing them, leaving you legally responsible for potentially false information.
Joining the conversation is tax expert Gabrielle Mills of TrustDALE Certified Sourced, who explains what the IRS actually does—and just as importantly, what it never does. From how the IRS communicates to how legitimate tax professionals operate, she shares critical insights that can help you spot red flags before it's too late.
Listeners will learn how to protect their identity, verify communications, choose a trustworthy tax preparer, and avoid costly mistakes that can lead to audits, penalties, or worse.
Because when it comes to taxes, one wrong move doesn't just cost you money… it can open the door to much bigger problems.
Through his company TrustDALE, Emmy award-winning consumer investigator Dale Cardwell applies nearly 30 years of investigative experience to his singular mission: to promote ethical business practices, empower consumers, and expose scammers.
TrustDALE.com connects consumers and companies with service providers who have passed Dale's seven point investigative process to ensure top quality work at a fair price. TrustDALE backs every job with a Make It Right Guarantee.
Since its launch, TrustDALE has recovered more than $1.5 million in goods and services for consumers while connecting great businesses with great customers every day.
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