Industry guide
Managed IT diligence for tax preparation offices.
Offices hold Social Security numbers, income records, and bank details for every client, concentrated in one office. Tax offices are a top phishing target precisely in season, an EFIN can be suspended over security failures, and the IRS requires a written security plan of every professional preparer, no matter how small.
What binds you
The frameworks
The industry question
What happens to my response time in filing season, and is it the same in writing?
It belongs on the checklist, in writing, next to the other 18.
The method
The bench, applied
The tactics
Lock-in contracts, stripped quotes, and exit traps, documented in the industry's own words with checkable sources.
See the tacticsAdaptThe standard
Fourteen marks of a fair managed IT agreement, stated plainly and provider-neutral.
See the standardProtectThe benchmark
The four-step method and the 18 questions to ask in writing, with a printable checklist.
Use the benchmarkYour state
Tax Preparation Offices, state by state
The same diligence with your state's verification layer: the breach statute, the entity search, the regulator.
Choose your state
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
Educational reference, not legal advice. Frameworks are summarized at the framework level; confirm specifics for your situation with counsel or the primary source.