Guides for tax preparers
Short answers to questions tax preparers ask about a written information security plan. Each page cites the IRS or FTC text it comes from.
- PTIN renewal: what Form W-12 line 11 asks about your security plan
- A WISP template for a small tax office, and what it covers
- The FTC Safeguards Rule for tax preparers, in plain words
- Does a one-person tax office need a WISP?
- Tax preparer data theft: what to do and who to tell
- How often should a tax office update its WISP?
- Do tax preparers need multi-factor authentication?
Also free: our report on tax preparer websites.
This is general information, not legal advice.