Book a call to discuss your tax practice
If you need help with cybersecurity and compliance requirements, schedule a call and we will walk through the right next step for your firm.
What We Cover On The Call
This consultation is designed for tax firm owners, partners, office managers, and compliance leads who need a direct path to IRS WISP compliance and practical cybersecurity controls. We review your current setup, identify the biggest compliance gaps, and map the fastest next step for your firm.
You will leave the call with clarity on whether you need a written security plan update, staff training, endpoint protection, backup improvements, breach response documentation, or ongoing advisory support.
Who This Is For
This page is built for firms that already know they need help and want to talk through the right solution. If you are comparing requirements, preparing for the filing season, responding to a questionnaire, or trying to clean up a weak legacy setup, this is the right starting point.
Why Firms Book This Call
A fast compliance conversation beats weeks of uncertainty.
We quickly assess your current situation and the urgency of the gap.
We cover compliance, technical risk, and operational next steps.
You leave with a practical recommendation instead of generic advice.
What Happens On The Call
The conversation is structured so you get useful answers quickly.
Review your current setup
We talk through your current policies, tooling, staff practices, and any known compliance pain points.
Identify the biggest gaps
We isolate the highest-risk issues first, including missing WISP coverage, weak endpoint controls, poor backup posture, or unclear incident response.
Map the right next step
You get a concrete recommendation for whether you need documentation help, managed protection, staff training, or a larger remediation plan.
Questions Firms Ask Before Booking
No. Many firms book because they know the IRS requires a written information security plan but they are not confident their current documentation or controls are adequate. We can help whether you are starting from scratch or cleaning up an outdated plan.
Yes. The point of the call is to distinguish between a documentation problem, a technical security problem, and an operational process problem so you know what to fix first.
Yes. If your firm needs hands-on support after the assessment, we can scope the right next engagement instead of leaving you with a vague checklist.
Bring whatever you have today: your current WISP if one exists, a summary of your tools, any compliance questionnaire or audit request you are responding to, and a list of the areas that feel unclear.
Ready to Talk Through Your Compliance Gaps?
Book the tax compliance call and we will help you understand what your firm actually needs next.
From requirement to defensible practice
Turn IRS and FTC expectations into a WISP your office can follow
A useful compliance path makes the obligation clear, identifies the evidence to retain, and connects written policy to the safeguards used every day.
- Know what applies
- Document the evidence
- Make the safeguard operational
A defensible path
- 01
Confirm the requirement
Separate what is required from recommendations and vendor language.
- 02
Map it to your environment
Connect the rule to people, devices, data, vendors, and current procedures.
- 03
Close and document the gaps
Prioritize changes and keep evidence that the process is being followed.
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Keep exploring Tax security & WISP
Understand what tax professionals need to document, protect, and prepare before an IRS or FTC review.
- Common question: free WISP templateStart with a written information security planUse a practical WISP framework built around the safeguards tax practices need.
- Common question: IRS Publication 4557 requirementsRead the Publication 4557 guideSee how the IRS expects tax professionals to safeguard taxpayer data.
- Common question: IRS WISP requirementsReview the WISP requirementsWork through the required sections and the evidence your practice should retain.
- Common question: FTC Safeguards Rule checklistUse the FTC Safeguards checklistTranslate the rule into a clear list of security and documentation tasks.
- Common question: tax practice incident response planPrepare a tax-office incident planKnow who to contact, what to preserve, and how to respond to a client-data incident.