Tax Pros: Beware of EFIN Scams

The IRS reminder tax professionals to always remain alert to any scams and protect their client data. A common scam geared towards tax pros aims to collect their Electronic Filing Identification Number (EFIN).

How the scam works

The scammer poses as a tax software provider and emails the tax pro with a request to provide their EFIN information by fax. When the tax pro faxes back their EFIN information, the scammer uses the information to steal client data and file fraudulent tax returns for refunds.

If tax pros receive a EFIN scam email

Preparers who receive these emails should not respond to the email or follow the directions in the email. They should report it immediately.

• Notify the Treasury Inspector General for Tax Administration to report an IRS impersonation scam
• Save the email and send it as an attachment to phishing@irs.gov
• Report the phishing email to the tax software preparation provider being impersonated
• Report it to their local IRS Stakeholder Liaison as soon as possible if data theft may have occurred. IRS Stakeholder Liaison staff will let the appropriate IRS offices know to take steps to block fraudulent returns in the clients’ names and assist tax pros through the process.

The correct way to request EFIN information

Requests for EFIN information should be handled through the appropriate tax software preparation provider’s portal after the request has been verified.

Keep client data safe

Tax pros should watch for phishing scams that seek EFINs, Preparer Tax Identification Numbers or e-Services usernames and passwords. Find out more about keeping clients’ info safe at the Identity Theft Information for Tax Professionals page of IRS.gov.