Tax Articles
Latest articles, insights, and updates from the blog.
IRS WISP Example: Build Your Tax Firm's Security Plan
See a real IRS WISP example with sample policy language for all nine required sections, plus the 2026 compliance deadline every tax preparer must meet.
CPA WISP Requirements for 2026: What the IRS Actually Checks
WISP requirements for CPAs and tax preparers in 2026: the nine FTC Safeguards Rule elements, the IRS Publication 5708 MFA and password updates, and the gaps reviewers flag.
IRS WISP Template PDF: Complete Guide for Tax Professionals
Download the official IRS WISP template PDF and complete your Written Information Security Plan. Required for all tax preparers under FTC Safeguards Rule.
IRS Publication 5708 Sample WISP: 2026 Guide for Tax Pros
Learn what IRS Publication 5708 is, what its sample WISP should document, and how tax practices can customize and review their security plan.
PTIN WISP Requirements: What Tax Preparers Must Know
Every PTIN holder needs a WISP under IRS Pub. 4557 and the FTC Safeguards Rule. Learn the 9 required elements, common mistakes, and how to stay compliant.
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