Tax Articles
Latest articles, insights, and updates from the blog.
WISP Checklist: Verify Your Tax Practice Is Compliant
Use this WISP checklist to verify your tax practice meets IRS Publication 5708 and FTC Safeguards Rule requirements. Free template included.
WISP for Small Tax Firms: Simplified Compliance Guide
Every tax preparer with a PTIN needs a WISP. See what the FTC Safeguards Rule and IRS Publication 4557 require for 2026, including mandatory MFA.
Written Information Security Plan: What Tax Pros Must Know
A written information security plan (WISP) is required under the FTC Safeguards Rule and IRS Pub. 4557. See requirements, templates, and 2026 costs.
Security Awareness Training for Tax Firms
IRS-required security awareness training for tax firms: 6-phase framework covering phishing defense, compliance documentation, and breach prevention. Learn more.
How to Create a WISP: Complete Guide for Tax Professionals
Learn how to create a WISP for your tax practice. A 7-phase guide covering IRS Pub 4557, the FTC Safeguards Rule, and 2026 PTIN compliance. Get compliant now.
IRS Cybersecurity Requirements: What Tax Preparers Must Do
Learn the mandatory IRS cybersecurity requirements for tax preparers in 2026. Security Six controls, WISP compliance, penalties, and step-by-step guidance.
Common Cyberattacks on Tax Firms: How Hackers Get In
Tax firms face 300% more cyberattacks during filing season. Discover the 7 attack types targeting tax professionals and defenses that actually work.
PTIN Renewal Security Requirements for Tax Professionals
PTIN renewal security requirements explained for 2026. Learn what Question 11 requires, WISP compliance steps, and how to avoid FTC penalties.
Tax Document Encryption Requirements: What the IRS Expects
GLBA and IRS Publication 4557 require TLS 1.2+ encryption on every tax document transmission, including scan-to-email. See the 2026 compliance checklist.
Incident Response Plan for Your Tax Practice
Build a compliant incident response plan for your tax practice. FTC Safeguards Rule requires team roles, playbooks, and annual testing. Get the full framework here.
Ransomware Protection for Your Tax Practice
Tax firms face a 50% spike in ransomware attacks. Learn how rollback technology, layered defenses, and IRS compliance protect your practice in 2026.
Is Cloud Storage IRS Compliant? Why You're Not as Protected as You Think
Cloud storage isn't IRS compliant by default. Learn FIPS 140-3 requirements, WISP cloud sections, shadow IT risks, and vendor vetting for tax pros in 2026.
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