Tax Articles
Latest articles, insights, and updates from the blog.
IRS Form 14039-B: Data Theft Reporting for Preparers
Learn what IRS Form 14039-B covers, how it differs from a data breach report, and the exact steps tax preparers must take after client data theft.
Secure Email for Tax Professionals: Client Communication Guide
Learn how to secure client email communications as a tax professional. IRS Publication 4557 requirements, encrypted email options, and WISP documentation explained.
Cyber Liability Insurance for CPA Firms: 2026 Guide
CPA firms are prime targets for ransomware and data theft. Learn what cyber liability insurance covers, key gaps to avoid, and how to get coverage in 2026.
Cybersecurity Checklist for Enrolled Agents 2026
Follow this 2026 cybersecurity checklist for enrolled agents to satisfy IRS Publication 4557, FTC Safeguards, and WISP requirements. Get a free assessment today.
Tax Season Cybersecurity Preparation for CPA Firms
CPA firms face peak cyberattacks during tax season. This preparation guide covers IRS compliance, WISP requirements, MFA enforcement, and phishing defense for tax professionals.
Multi-Location Tax Office Centralized Security Management
Learn how multi-location tax offices centralize security management to meet IRS Publication 4557 and FTC Safeguards Rule requirements at every branch.
Tax Preparer EFIN Security Compliance Checklist 2026
Complete EFIN security compliance checklist for 2026. IRS Publication 4557, WISP, and safeguard requirements to protect your e-file authorization.
BEC RDP Attacks: How Tax Practices Fall Victim to Remote Access Exploits
Learn how BEC RDP attacks target tax practices through remote desktop vulnerabilities. Secure your RDP against business email compromise threats.
WISP Template for Sole Proprietors: Complete 2026 Guide
Get a complete WISP template designed for sole proprietor tax preparers. Includes IRS-compliant framework and step-by-step setup guide. Download now.
FTC Safeguards Rule: Tax Preparers & Financial Institutions
The FTC Safeguards Rule applies to tax preparers as financial institutions under GLBA. Learn the 9 core requirements, compliance steps, and penalties for 2026.
IRS Form 4557 Requirements: Safeguarding Taxpayer Data
Learn what IRS form 4557 requires for tax preparer data security — WISP, MFA, encryption, and incident response. Get a free compliance assessment today.
Physical Security Requirements for FTI: IRS Pub 1075
Which physical security practice is required for FTI? IRS Pub 1075 mandates restricted areas, access controls, and secure media destruction. Get compliant.
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