Tax Articles
Latest articles, insights, and updates from the blog.
Secure Data Destruction Requirements for Tax Preparers
Learn how tax preparers can securely destroy paper and electronic taxpayer data under the FTC Safeguards Rule, IRS guidance, and NIST media rules.
Business Email Compromise Prevention for Tax Firms
Learn how tax firms prevent business email compromise with SPF, DKIM, DMARC, MFA, and phone-verification rules you can put in place this week.
IRS Security Six Checklist for Tax Professionals (2026)
The IRS Security Six requirements cover antivirus, firewalls, MFA, backups, encryption, and VPNs. See what tax professionals need in place for 2026.
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
Cyber liability insurance for CPA firms covers breach costs E&O and CGL policies exclude. See 2026 pricing, what insurers require, and how to qualify.
Cybersecurity Checklist for Enrolled Agents 2026
A 2026 cybersecurity checklist for enrolled agents covering IRS Publication 4557, FTC Safeguards Rule, and WISP requirements.
Tax Season Cybersecurity Preparation for CPA Firms
IRS Publication 4557 and FTC Safeguards Rule requirements CPA firms need before the 2027 filing season, plus MFA, EDR, and WISP deadlines.
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
A BEC RDP attack combines phishing with exposed RDP access to breach tax practice networks. See the warning signs and the controls that stop it.
WISP Template for Sole Proprietors: Complete 2026 Guide
Build a compliant WISP for your sole proprietor tax practice: FTC Safeguards Rule basics, IRS Publication 4557 requirements, and a 6-step setup process.
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