Templates for tax and accounting offices
Made by an IT manager with 25 years in IT, 12 of them working only with accounting and tax firms. Plain Word, Excel and PDF files. No fluff.
Free for tax preparers
Every paid preparer needs a written information security plan. Paper Form W-12, line 11, says the law requires one. The free WISP Readiness Checklist has 15 quick yes or no checks. It shows where your office stands today. It's based on IRS Publication 5708 and the FTC Safeguards Rule.
In the shop
The kit helps a small tax office write its plan and keep it current. You fill in the blanks. You don't need to be technical. You get:
Guides
Short answers to the questions small offices ask. Each guide cites its IRS or FTC source.
Each part of the rule in plain words, plus what's exempt for offices under 5,000 consumers.
The exact wording of line 11, what it means for your plan and a 5-step check to do before your PTIN expires.
Who makes these
I'm Ken. I've spent 25 years in IT and 12 of them working only with accounting firms. I set up the systems, write the security plans and help offices pass reviews. Now I turn that work into simple templates for small tax offices.
Small offices need good plans, forms and checklists. Most don't have time to build them. That's what this shop is for.