Tax Prep · Nevada

Managed IT diligence for tax preparation offices in Nevada.

Offices like yours 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 behind the stakes

IRS written information security planThe frameworkMandatory for all professional preparers, per Publication 4557.
FTC Safeguards Rule (GLBA)The frameworkFinancial-institution security obligations that reach tax preparation.

Add this to your checklist

What happens to my response time in filing season, and is it the same in writing?

It joins the 18 questions every buyer should ask in writing. The full list and the printable version are on the Protect page.

Where you are

The Nevada layer

Nevada, like every U.S. state, has a data breach notification law that sets duties and deadlines when personal information is compromised. Whatever its exact deadline, a provider bound by a contractual 72-hour notice clock has already committed to moving faster than any state statute requires of you, which is why that clause belongs in your agreement regardless of where you operate. The National Conference of State Legislatures maintains a fifty-state table of these laws; searching "NCSL security breach notification laws" will find it if the link below has moved.

Before hiring anyone, run their legal entity through Nevada's Secretary of State business search: every state operates one, free, and it shows whether the company exists, when it was formed, and whether it is in good standing. Search "Nevada Secretary of State business search" to reach it directly. Nevada's attorney general's office is the place to check for consumer complaints and to report provider misconduct.

NCSL 50-state breach-law tablesource