Resources
Plain-English answers about security plans for tax offices.
Short, sourced explanations of what the IRS and the FTC expect from paid preparers. No sign-up needed.
PTIN renewal
Form W-12, Line 11: what the data security question means
What you are confirming when you answer it, and what to have in hand before you do.
Read the answer IRS sample planIRS Publication 5708: is the free sample WISP enough?
What the IRS template gives you, where offices go wrong with it, and when to do it yourself.
Read the answer Free toolThe 2-minute WISP Self-Check
Ten yes-or-no questions that show where your office stands today.
See how it worksMore answers are on the way: the FTC Safeguards Rule for small offices, what happens without a plan, and a breach checklist for preparers.
Not sure where you stand?
Ten yes-or-no questions. Your score in two minutes. No obligation.