Publication 5417 (SP) (Rev 4-2023) Basic Security Plan Considerations for Tax Professionals (Spanish-2025

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El documento presenta consideraciones básicas para un Plan de Seguridad dirigido a profesionales de impuestos, enfatizando la importancia de conocer la información del cliente, establecer protocolos para empleados, proteger contraseñas, encriptar archivos y correos electrónicos, y eliminar adecuadamente datos. También menciona recursos adicionales del IRS y NIST para ayudar en el desarrollo de un plan de seguridad adaptado al negocio.

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Begin by entering your client information in the designated fields, including names, addresses, email addresses, and bank account numbers. This foundational data is crucial for establishing a secure relationship with your clients.
Next, outline employee protocols. Create sections for new employees detailing training requirements and access levels. For departing employees, ensure you specify how to revoke physical and system access, including passwords and USB drives.
In the password protection section, provide guidelines on creating strong passwords. Include criteria such as length, use of uppercase/lowercase letters, numbers, special characters, and phrases.
Address file encryption and email security by indicating the software tools you will use for antivirus protection and firewall settings.
Include a section on proper disposal methods for files and devices to prevent unauthorized access to sensitive information.
Finally, review your insurance coverage details and identify contacts for compliance issues to ensure you are prepared for any potential breaches.

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2023	4.5 Satisfied (50 Votes)
2020	4.8 Satisfied (47 Votes)

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What is the IRS Form 15272 Vita TCE security plan?

The VITA/TCE Security Plan Form 15272 is designed to ensure the security of taxpayer information at VITA/TCE sites. By adhering to the guidelines provided, site coordinators and volunteers can effectively protect sensitive information from unauthorized access.

Who needs a wisp?

Under the GLBA and Safeguards Rule, tax and accounting professionals are considered financial institutions, regardless of size. A requirement of the Safeguards Rule is implementing and maintaining a WISP. Your WISP must be written and accessible.

Is WISP mandatory for tax preparers?

Throughout the 2000s and 2010s, states began introducing their own regulations. 2021: The FTC amended the Safeguards Rule to keep pace with rapidly changing technology. 2023: The IRS starts requiring tax practitioners to have a WISP as part of the PTIN (Preparer Tax Identification Number) annual renewal process.

Which government agency requires tax professionals to have a written data security plan in place?

IRS Written Information Security Plan (WISP) A WISP is a Written Information Security Plan that is required for certain businesses, such as tax professionals. The IRS explains: The Gramm-Leach-Bliley Act (GLBA) is a U.S. law that requires financial institutions to protect customer data.

Is the IRS requiring all tax pros to have a WISP?

As a tax preparer, creating a WISP is essential for your business. Plus, the law requires all tax preparers to have one in place, that is kept up-to-date/updated on an annual basis.