Your template is downloading. You are not compliant yet.
A template is a document. Form W-12, Line 11 asks about a plan that is written, current, and actually in force in your practice. Most preparers download the file and never finish. Here is how to be genuinely done before you renew.
Line 11 is a legal attestation. Make sure yours is true.
Finish it in 30 minutes
A working session with a compliance specialist. We go through your WISP against IRS Publication 4557 and the FTC Safeguards Rule, close the gaps that would fail an inquiry, and confirm you can answer Line 11 honestly. When we are done, we hand you straight to the IRS renewal portal.
The free call is a 15-minute compliance review. No obligation, and you can book the consultation afterwards if you want the full session.
- Your WISP reviewed against IRS Publication 4557, section by section
- All required FTC Safeguards Rule elements confirmed in writing
- The gaps solo and small practices most often miss, closed on the call
- Your 30-day breach notification procedure documented
- A written, dated record of your plan so you can produce it on request
- Direct handoff to the IRS renewal portal when we are done
Would you rather we just wrote it for you?
We build your WISP from scratch, customized to how your practice actually runs, audit-ready, with updates as the rules change. Most practices tell us it saves them 20 to 40 billable hours.
Get my custom WISP · $749This page explains federal compliance requirements for paid tax preparers. Bellator Cyber Guard provides templates and guidance; implementation remains the responsibility of each practice.