North Fort Myers family warns of a potential tax scam

CREATED Feb. 5, 2014

  • Print

NORTH FORT MYERS, Fla. - Tax season can be a little taxing! 

One North Fort Myers family says this year there's another problem to watch out for and they're trying to keep it from happening to you. 
 
Julie Auer looks forward to her tax refund all year. This year she hoped to take her family to Disney World with it. 
 
Tuesday night, she says a scammer tried to derail that plan. 
 
"My husband received a phone call," Auer said. 
 
The man on the phone said he was from H & R Block.  
 
"He asked my husband for his information, his Social and all of his information saying he needed to get into our return because he said there was a problem," Auer explained. 
 
Recently the couple did in fact go to one of H & R Block's local stores for help on their refund. 
 
"My husband started to give him his information but then thought, 'How do I know that you're really from H & R Block?' and he asked him," said Auer. "The guy could not provide him with any information." 
 
Her suspicion grew and that's when she got on the line. 
 
"I just told him, 'I'm sorry sir, I think this is a scam, and I'm not going to give you any information." 
 
Perhaps what is even more worrisome is when she called the 877 number back, she got the real H & R Block. 
 
"It's scary!" exclaimed Auer. "I mean, it could happen to anybody, and I don't even know how they got our information. We didn't use our debit card when we paid. I don't know how they would know that we even went there."
 
After talking with the local tax office, where they went initially for the refund, and the Lee County Sheriff's Office, Auer says she was told it's a problem on the rise. H & R Block told her they would never call asking for a Social Security Number. 
 
"Any naive person will give them their information and I want everyone to know to, don't. Don't do it," she said. "Because it can happen to anybody, it almost happened to us and it will hurt them."
 
We reached out to the sheriff's office and H & R Block but didn't hear back in time for our broadcast. 
 
If you feel like you've been the victim of a scam, give us a call at (239) 206-FOX4. You can also email us at news@fox4now.com.