After the Space Is Made: The Subtle Shift from Decluttering to Transformation
In her latest column in The Bay, Carmen Grinkis, PhD, CLTC, CLU®, CFP®, Co-Managing Partner & Wealth Advisor at AAF Wealth Management, explores the surprising...
Massachusetts taxpayers are the latest target of a growing wave of text scams. The Massachusetts Department of Revenue (DOR) reports that residents have received messages claiming they are due a tax refund. These texts include a link and ask the...
Massachusetts taxpayers are the latest target of a growing wave of text scams. The Massachusetts Department of Revenue (DOR) reports that residents have received messages claiming they are due a tax refund. These texts include a link and ask the recipient to confirm their banking information in order to receive the money.
This is not how the DOR communicates. The agency does not send text messages about tax refunds. If you receive one of these messages, do not click on any links. Block the sender, delete the text, and inform your IT department where appropriate.
It can be difficult to know what is legitimate and what is not, particularly when it comes to taxes. If you receive a message or letter that looks suspicious, or if someone reaches out claiming to represent the DOR without referencing your specific tax account, the safest step is to confirm directly with the department.
Our team is monitoring these developments to help keep you informed. Tax season already brings enough complexity; deceptive scams should not add to that. We encourage clients to stay cautious, verify any questionable communication, and reach out if they have concerns about the authenticity of tax-related messages.
AAFCPAs’ tax practice brings more than five decades of experience advising individuals, businesses, and nonprofits on complex tax matters. We provide a full range of solutions—from planning and compliance to specialized areas such as multistate, international, and tax credit consulting. Our integrated team of CPAs, financial planners, and IT security specialists works across disciplines to help clients minimize risk, reduce liabilities, and strengthen long-term financial outcomes.
These insights were contributed by Erica Nadeau, CPA, MST, Tax Partner and Keith Kenez, CPA, MBA, MSA, Tax Manager.
Questions? Reach out to our authors directly or your AAFCPAs partner.
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