Tax Preparer Security Awareness

Although the main part of the 2019 filing season has passed it is a good time to remind tax preparers of their obligation to protect the sensitive tax and financial data of their clients. Now is the time to make sure that you as a preparer take the necessary steps to protect your computer system and to make yourself aware of how to protect against email phishing scams and the signs that data theft may have occurred. Cybercriminals are active year-round in sending out phishing emails that are designed to trick preparers into taking action (such as clicking on a link or opening an attachment) that may allow them access to your computer system.

The following is information that the IRS has posted to their website in their continuing efforts to help preparers educate themselves on their security obligations and to protect themselves from the efforts of cybercriminals to steal their client’s information by gaining access to their computer systems:

• Email Phishing Scam Awareness
  • Surge in Phishing Scams
  • Don’t Take the bait: Here’s how taxpayers can avoid getting caught by a phishing scam
• Ways to Create Better and Stronger Passwords
  • Password guidance
  • Strong passwords help protect accounts against cybercriminals
  • Tax Preparers must use strong passwords and encryption to protect client data
• Preparer Awareness of their risk of data theft attacks
  • Preparer risk for data theft attacks
  • How tax preparers can protect themselves and their clients
  • Warning Signs of Data Theft
• Preparer Security Obligations – IRS News Releases
  • Data Security Plan Requirement for Tax Preparers
  • Educate employees about Data Security and Computing Safeguards
  • Data Theft Reporting Process
  • Basic Safeguards for tax professionals’ computers and email

For additional information see the following on the IRS website:

• IRS Reminder: Tax Scams continue year-round
• National Security Awareness Week 2018 page
• Tax Security 101 page
• Protect Your Clients; Protect Yourself page
• Don’t Take the Bait page