Written Information Security Plan (WISP)

Every tax preparer must have a Written Information Security Plan that meet legal requirements in order to renew their PTIN. Find out how to create one for your firm.

Most CPAs are aware they have a fiduciary responsibility to protect the client information they have been entrusted with, but many do not realize that it is a legal requirement….

The IRS recently released the updated W-12 (PTIN Application Renewal) form and one of the questions that preparers will need to take note of is #11-Data Security Responsibilities which states:…