Cybersecurity for Tax Professionals

Author: Robert K Minniti

Per the IRS Education Provider Standards this course must be COMPLETED by 12/31/2025 to receive credits. NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card

The IRS has recently updated its guidelines for data and cyber security placing new responsibility for the security of taxpayer’s personal information on tax preparers. This course is designed for tax professionals who collect and store client’s personal information, who would like to obtain an understanding of data and cybersecurity. You have probably heard of some of the more common types of cyber crimes such as ransomware, spyware, computer viruses, phishing, vishing, spoofing, data breaches, denial of service attacks, hacking, etc. This course is also designed to familiarize tax professionals who are not information technology (IT) experts on data breach and cybersecurity risks and internal controls. We will review the IRS recommendations for securing taxpayer information. We will cover the material in a plain language, nontechnical manner. We will cover what you need to know, but not how to write the computer programs or code.

Publication Date: November 2022

Designed For
CPAs, CFEs, CMA, CIAs, CFFs, MAFF, CGMAs, CFOs, CEOs, EAs, and others who prepare taxes or obtain and manage taxpayer information.

Topics Covered

• Cybersecurity & Taxes
• IRS - ISAC
• Cybersecurity Risks
• FTC Safeguards Rule
• Cybersecurity Internal Controls
• IRS Written Information Security Plan Guidelines

Learning Objectives

• Identify cybersecurity risks
• Identify internal controls for cybersecurity
• Identify the IRS cybersecurity recommendations for tax professionals

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None