Legally required for ANYONE preparing taxes (EVEN SOLO SHOPS)
Background: As of August 9th, 2024 the IRS is requiring a written information security plan (WISP) for all tax preparers.
“There’s no way around it for anyone running a tax business. Having a written security plan is a sound business practice – and it’s required by law,” said Jared Ballew of Drake Software, co-lead for the Summit tax professional team and incoming chair of the Electronic Tax Administration Advisory Committee (ETAAC). – irs.gov
Use our secure checkout below to purchase your IRS required written information security plan.
After checkout you'll get access to book a time with a technician to do the simple 15 minute intake process.
You will have your written information security plan (WISP) shipped to your address and ready to renew your PTIN.