Written security plans for small tax practices
Your PTIN renewal asks you to confirm a written information security plan. I help small practices understand what that plan has to cover, and I write it for firms that are short on time.
A written security plan, built with you
We meet for a planning call and go through your devices, software, staff and vendors. I write the plan from that conversation and deliver it within 2 days. $495.
See what's includedFree resources
Free WISP template
An editable Word file on the IRS Publication 5708 outline. Fill in the highlighted fields with your firm's details.
Free security plan checklist
See what your plan has to cover in about five minutes. Nothing you enter leaves your browser.
What the PTIN renewal question means
The nine required elements, the small-firm exemption, and how to finish the IRS template.
Common questions
Straight answers for one-person shops and small firms.
Free website security report
Enter your website and I check what it and your email setup reveal from the outside. You get a written report within one business day.
About Michael
Michael Arthur, CIPP/US, has more than 10 years of experience in data privacy.