Tax Articles
Latest articles, insights, and updates from the blog.
Cybersecurity for Tax Professionals 2025: Complete IRS Compliance Guide
Cybersecurity for tax professionals in 2026: IRS Publication 4557, the FTC Safeguards Rule, WISP requirements, and the Security Six controls explained.
FTC Safeguards Rule for Tax Return Preparers (2026)
The FTC Safeguards Rule applies to every tax return preparer. Learn the 9 required elements, penalties up to $51,744/day, and steps to comply in 2026.
VPN for Tax Professionals: Secure Remote Access Guide
Set up a compliant VPN for your tax practice: IRS Security Six requirements, AES-256 encryption, MFA enforcement, and audit-ready log retention explained.
Free Incident Response Plan Template for Tax Firms
Build an IRS-compliant incident response plan for your tax firm. NIST-based template with team roles, breach notification timelines, and WISP integration.
FTC Safeguards Rule Explained: Tax Preparer’s Compliance Checklist
Learn how the FTC Safeguards Rule for tax preparers applies to your practice. Step-by-step 2026 compliance checklist with requirements, penalties, and resources.
Tax Preparer Cybersecurity Compliance 2025: What Changed
IRS PTIN and FTC Safeguards Rule requirements, WISP development, and penalties for tax preparers. Your complete 2026 compliance guide. Protect your practice.
Best Cloud Services for Tax Professionals
The best cloud hosting for tax professionals meets IRS Pub 1075 and FTC Safeguards Rule standards: SOC 2, MFA, AES-256 encryption, and US-only data residency.
EFIN Security Requirements: Protect Your Filing ID
EFIN security requirements for tax preparers: MFA, encrypted storage, weekly monitoring. Protect your filing ID from theft and IRS revocation in 2026.
IRS WISP Example: Build Your Tax Firm's Security Plan
See a real IRS WISP example with sample policy language for all nine required sections, plus the 2026 compliance deadline every tax preparer must meet.
CPA WISP Requirements for 2026: What the IRS Actually Checks
WISP requirements for CPAs and tax preparers in 2026: the nine FTC Safeguards Rule elements, the IRS Publication 5708 updates, and what reviewers check.
IRS WISP Template PDF: Complete Guide for Tax Professionals
Download the official IRS WISP template PDF and complete your Written Information Security Plan. Required for all tax preparers under FTC Safeguards Rule.
IRS Publication 5708 Sample WISP: 2026 Guide for Tax Pros
IRS Publication 5708 sample WISP explained: section breakdown, customization gaps, FTC Safeguards Rule requirements, and compliance steps for tax preparers in 2026.
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