Security Tips for Tax Professionals

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Protect Yourself!

  • Don’t share email passwords.
  • Don’t open attachments from suspicious sources.
  • Don’t click links from suspicious sources.
  • Do be cautious even with sources that look legitimate.
  • Do forward suspicious emails to phishing@irs.gov.
  • Do alert the IRS if you may have sent private data to an unauthorized party: contact your local stakeholder liaison.
  • Do alert the Tax Commission if you may have sent private data to an unauthorized party: fraud@tax.idaho.gov.

Don't take the bait!

Fast response is critical

A summary: who to contact Read more on the IRS website

Criminals’ fingerprints hard to spot

Warning signs a tax pro’s had data stolen Read more on the IRS website

It’s also the law

Client security is your legal responsibility Read more on the IRS website

Your employees help keep you safeguarded

“…only as secure as their least informed employee.” Read more on the IRS website

Keep tabs on your EFIN, PTIN, and CAFs

Monitor usage to see if criminals are impersonating you Read more on the IRS website

Tax professionals share horror stories

Hard-won security lessons from fellow tax pros Read more on the IRS website

The most common way to steal customer data

Spear phishing remains the most common approach Read more on the IRS website

Be strong

Strong passwords and encryption for sensitive data Read more on the IRS website

The “Security Six”

Six areas of security that help protect both you and your clients Read more on the IRS website

IRS, Security Summit campaign launches

“The IRS and the Security Summit partners urge all tax professionals to take stronger security steps to protect themselves and their clients” Read more on the IRS website

Filing season starts with theft

More complex scam takes advantage of gaps in practitioners’ security. Always report data thefts. Read more on the IRS website

Insurance form scam

Criminals spoof tax pros, contact clients, and send them to fake insurance sign-up. Read more on the IRS website

IRS warns: New e-Services scam

Tries to trick tax pros into “signing” a new e-Services user agreement. Read more on the IRS website

Breach or theft? Do this fast

A quick response by tax practitioners can help avert problems. What to do. Read more on the IRS website

The security 90/10 rule

Great checklist for you, your employees, and even to share with your clients. Read more on the IRS website

Free from the IRS and NIST

Handbooks walk you through real-life checklists so you and your clients can be more secure. Read more on the IRS website

Criminals trying for your EFIN

“For tax professionals working with the IRS, protecting these account numbers is critical.” Read more on the IRS website

Payroll, financial, and HR employees targeted

National and international organized crime behind many of these scams. Read more on the IRS website

Check for weak security on wireless devices

Remote takeovers of practitioners’ business network can be devastating. Read more on the IRS website

IRS recommends: Don’t pay the ransom

Ransomware attacks on increase; tax practitioners have been targeted. Read more on the IRS website

Increase in identity theft involving business-related tax returns

Three to five data breaches reported each week. Read more on the IRS website

Account takeover tactics detailed

Criminals do their homework, finding personal clues about you online so they can take over your account. Read more on the IRS website

Emails appearing to be from trusted source are from criminals

91% of cyberattacks and data breaches begin with a “spear phishing email.” Read more on the IRS website

Spoofed requests look like they’re from organization executive

A dangerous scam targets HR and payroll departments requesting employee information and/or W-2s. Read more on the IRS website

Protect Your Client, Protect Yourself

The IRS has provided over 30 security awareness tax tips all linked from one page. Read them to protect your client and protect yourself.