IRS Is Phasing Out Paper Refund Checks—What It Means for You

In this video, Toby Mathis breaks down the IRS plan to phase out paper refund checks for most individual taxpayers starting September 30, 2025, what’s changing, and who’s affected. Would you like to learn more about protecting your assets and minimizing taxes? Schedule a free consultation here: https://aba.link/8bcfc5 You’ll hear why the shift is happening—reduced fraud and loss, faster refunds via direct deposit, and lower processing costs—and how a recent executive order accelerates the government-wide move to electronic payments. I cover practical next steps so you don’t miss a refund or deadline: add accurate banking info to your return, set up EFT/Direct Pay, and confirm routing and account numbers. If you’re unbanked or helping seniors, I walk through Treasury-approved options like prepaid cards and digital wallets, plus key scam warnings during the transition. I also share how tax pros and advocacy groups are responding, and what guidance to expect before the 2026 filing season. Show Notes: 0:00 Intro 2:24 Who’s affected; direct deposit stats 5:32 Scam risks & vulnerable taxpayers 7:07 What to do now: add bank info 8:50 EFT primer (how it works) 10:45 Timing rules & scheduling 12:47 Records, security, and why pros prefer EFTPS 14:47 Help family members transition 16:01 FAQs: exceptions, states, and paying electronically 17:11 Outro --------------------------------------------------------------------------------------------------------- SUBSCRIBE https://aba.link/subscribe ~~~~ FREE TAX & ASSET PROTECTION WORKSHOP Register for an upcoming workshop today if you want to protect your business and personal assets from snoopy lawyers and creditors. Save Your Seat: https://aba.link/xwb TAX TUESDAY LIVE Join us every other Tax Tuesday, where you can have your tax questions answered live by our experts entirely FREE. Register Now 👉 https://aba.link/2v1 ~~~~ FINANCIAL PLANNING & TAX RESOURCES 📚 Order Your Copy of "Infinity Investing: How The Rich Get Richer And How You Can Do The Same" Here: 👉👉 👉 https://aba.link/IIWbook Order Your Copy of ”Tax-Wise Business Ownership" and find greater success by taking advantage of tax laws for your business. Here 👉 https://aba.link/tobyshop Visit Anderson Advisor's website for content, like articles, podcasts, and more that we publish alongside my channel. 👉 https://aba.link/tobyaba ~~~~ FOLLOW US: Instagram: https://aba.link/instagram Facebook: https://aba.link/facebook Twitter: https://aba.link/twitter LinkedIn: https://aba.link/linkedin TikTok: https://www.tiktok.com/@tobymathisesq ~~~~ CONTACT US Phone: 800.706.4741 Email: info@andersonadvisors.com Fax: 702.664.0545 ABOUT TOBY MATHIS Toby Mathis, Esq. is the best-selling author of Infinity Investing: How the Rich Get Richer And How You Can Do The Same. Toby is a tax attorney and founded Anderson Business Advisors, one of the most successful law, tax, and estate planning companies in the United States. Learn more at https://aba.link/tobyaba --------------------------------------------------------------------------------------------------------- WARNING: I will NEVER ask you to contact me through YouTube comments, telegram, or WhatsApp. I have a checkmark next to my name, and my comment will be highlighted. Fake accounts do not have that. Please be aware of fake accounts trying to scam you using my name and picture. The information provided in this video should not be construed or relied on as legal advice for any specific fact or circumstance. Its content was prepared by Anderson Business Advisors with its main office at 3225 McLeod Drive Suite 100 Las Vegas, Nevada 89121. This video is designed for entertainment and information purposes only. Viewing this video does not create an attorney-client relationship with Anderson Business Advisors or any of its lawyers. You should not act or rely on any of the information contained herein without seeking professional legal advice. #irs #paperchecks