The complete guide to IRS cybersecurity compliance
A 30-page white paper covering everything tax professionals need to know about IRS Publication 4557, the FTC Safeguards Rule, and building a compliant security program from the ground up.
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The Reality
Why IRS compliance matters more than ever
Tax professionals are under increasing scrutiny from the IRS, and cyber criminals know that tax firms hold some of the most valuable personal data in existence.
73%
of tax firms
lack a compliant Written Information Security Plan according to recent industry surveys.
4,557+
data breaches
were reported by tax professionals to the IRS between 2020 and 2025.
$350K
average cost
of a data breach for small professional services firms, including legal fees and lost clients.
What's Inside
Six chapters of actionable guidance
Every chapter is designed to give you clear, actionable steps you can implement immediately, whether you are a solo practitioner or manage a large firm.
IRS Publication 4557 Breakdown
A section-by-section analysis of the IRS guide to safeguarding taxpayer data, with plain-language explanations of every requirement.
FTC Safeguards Rule Updates
How the revised FTC Safeguards Rule impacts tax preparers and what new controls you must implement by 2026.
WISP Creation Framework
A step-by-step framework for building a Written Information Security Plan that satisfies both IRS and FTC mandates.
Risk Assessment Methodology
How to conduct a proper risk assessment for your tax practice, including threat modeling and vulnerability identification.
Technical Controls Checklist
Specific technical safeguards you need in place, from endpoint protection and encryption to multi-factor authentication.
Incident Response Playbook
An outline for building an IRS-compliant incident response plan, including notification timelines and reporting procedures.
Key Benefits
What you will gain from this white paper
Need hands-on compliance help?
Our cybersecurity team specializes in tax practice compliance. We can audit your current security posture and build a custom compliance roadmap for your firm.
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