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Congratulations for taking the first steps in creating your data security plan, protecting your customers' information, and stay in compliance with the IRS regulations while maintaining your income tax business.

Let's get to work! We need you to download, complete and return to us one of the files below. Please note, you only need to use one of the files. We have created this questionnaire in these formats to facilitate your efforts to complete it. It is your choice which format you want to complete.

Click on one of the following icons to download the questionnaire. Save it, complete it and return it to us via email.

Next Steps;

  • Download the questionnaire.

  • Save it to your device (Computer/phone/table).

  • Answer all the questions you can.

  • If you do not have an answer, write "No Available".

  • When finish, save the file and email it to us.

  • Let's schedule our next meeting.

Let us know if you have any questions. 


Contact us

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