Tax Articles
Latest articles, insights, and updates from the blog.
FTC Safeguards Rule: Tax Preparers & Financial Institutions
The FTC Safeguards Rule treats tax preparers as financial institutions under GLBA. See the 9 required controls, 2026 compliance steps, and penalties.
IRS Form 4557 Requirements: Safeguarding Taxpayer Data
Form 4557 requires a written WISP, MFA, and encryption for every paid tax preparer. See the requirements and what happens if you skip them.
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.
IRS Publication 5708 WISP Template: Tax Pro's Guide
IRS Publication 5708 provides a free WISP template for tax preparers. Meet FTC Safeguards Rule requirements with this 2026 step-by-step compliance guide.
Online Tax Filing Security Risks: 2025–2026 Guide
Learn the top online tax filing security risks for 2026: phishing, identity theft, credential stuffing. Protect your tax data with expert, IRS-aligned guidance.
Online Tax Filing Security & Encryption Guide 2026
Online tax filing strongest security encryption in 2026 requires TLS 1.3 and AES-256. Learn IRS rules, FTC requirements, and how to verify your software.
IRS WISP Template: Build Your Written Security Plan
Build a compliant IRS WISP template step by step. Covers IRS Publication 4557, FTC Safeguards Rule requirements, and a free checklist for tax preparers.
IRS WISP Requirements for Tax Pros Handling W-9 Forms
IRS WISP requirements apply to every tax professional collecting W-9 forms. Learn what your plan must cover to protect SSNs and stay compliant in 2026.
Is Tax Preparation Software Secure for Personal Information in 2026?
Is tax prep software secure for personal information? See what IRS Publication 4557 and the FTC Safeguards Rule require, plus a 2026 filer checklist.
Accounting Firm WISP Template Examples & Guide 2026
The IRS free WISP template is a starting framework, not a compliant plan. See what Publication 5708 covers, the required sections, and how to make it IRS and FTC compliant for 2026.
Tax Safeguard Compliance 4557: Complete IRS Guide
IRS Publication 4557 requires every tax preparer to maintain a WISP, MFA, and encryption controls. Learn what compliance requires and how to build your program.
IRS Publication 4557 & WISP Requirements Explained
IRS Publication 4557 requires tax preparers with 11+ returns to maintain a compliant WISP. Learn the required elements, FTC penalties, and 2026 compliance steps.
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