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Protect Your Tax Preparation Business: Create a Written Information Security Plan
Protect Your Tax Preparation Business: Create a Written Information Security Plan

Thu, Mar 23



Protect Your Tax Preparation Business: Create a Written Information Security Plan

The Internal Revenue Service (IRS) requires all tax preparers to create, implement, and maintain a data security privacy plan to protect customer data from hacking, breach, and potential loss. Do you have yours? The one you have is robust enough to protect your business? If not, join us...

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Time & Location

Mar 23, 2023, 6:00 PM – 7:30 PM EDT


About the Webinar

Protecting your company's sensitive information is more critical than ever, but where do you start? Join our Written Information Security Plan webinar and discover how to create a comprehensive data security plan to safeguard your business from cyber threats. Learn from our expert speaker, who will guide you through the process of designing, implementing, and maintaining a robust information security program. Don't wait until it's too late - sign up now and take the first step toward securing your company's future!

Participants will earn 1.0 CE credit at the end of this session. To earn credit, participants must answer three of four random questions asked during the program.

By the end of this webinar, you will be able to;

  • Answer top critical questions about the WISP required by the IRS
  • Understand the components of a WISP
  • Identify and overcome common challenges businesses face when creating a WISP
  • Review your options
  • Know how to comply with this IRS regulation

Additional Information

Prerequisites: Tax Return Preparers, Enrolled Agents

Category: Federal Tax/Tax-Related Matters

Advanced preparation: None

Webinar level: Intermedio

Delivery method: Group Internet-Based (Online)

Duration: 60 Minutos

Number of CE credits: 1

Refunds and Cancellations: Requests for refunds must be received in writing by Monday, March 20, 2023, and will be subject to a cancellation fee. No refunds will be granted after this date. For more information regarding refund, complaint, and/or program cancellation policies, please contact our offices at 917-923-9955 or email us at

Efficient   Advice, LLC is authorized by the IRS to offer continuing education credits. We can train you on specific topics according to Circular No. 230, §10.9 (a).

By signing up to attend this webinar, you agree to receive information about future webinars, business articles, industry surveys, or other events that might be of interest to you.


  • Webinar Access

    This webinar access will give you important information needed to understand the Written Information Security Plan (WISP) requirements.

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