IRS Compliance & Data Security

Your financial and personal information deserves the highest level of protection. Our firm follows strict IRS, federal, and industry best practices to safeguard all sensitive data throughout the entire tax and accounting process.

Implication

What IRS Compliance Means for You?

We follow official IRS and federal security standards. This includes:

  • Secure internal systems: We store and handle your sensitive data using encrypted, access-controlled software. Only authorized staff can see your documents.

  • Identity & access protection: Only authorized staff can view your files, and all access is logged.

  • Strict confidentiality protocols: Your data is never shared with outside parties unless required by law or explicitly authorized by you.

Document Transfer

How to Give Us Your Documents Safely

Choose whichever method is easiest for you:

  • Bring physical documents to your appointment: We’ll scan or record only the information needed, then return your originals or shred unneeded copies.

  • Provide information verbally when appropriate: If we only need a number (like an SSN), we may ask you to read it to us over the phone or in person, never through email or text.

Why All of This Matters

The IRS requires all tax professionals to protect taxpayer data. Identity theft happens most often through:

  • Email inbox leaks

  • Text message interception

  • Unsecured cloud folders

  • Compromised personal devices

  • Lost or stolen phones containing photos of IDs

By keeping your documents physical until you hand them to us, you avoid these risks completely.

We Follow IRS Security Standards

Our processes follow:

  • IRS Publication 4557 – Safeguarding Taxpayer Data

  • IRS Publication 5293 – Identity ProtectionSend important updates related to our services

  • FTC Safeguards Rule

  • National cybersecurity best practices

You don’t need to understand these rules, we follow them for you.

What Happens to Your Documents After We Receive Them

We use strict handling procedures:

  • Physical documents are scanned securely – We only keep what we need; unneeded papers are securely shredded.

  • Digital information is encrypted – Data is stored in systems protected by encryption and restricted access.

  • No personal documents are stored in email or shared folders – We never save your information in places that could put you at risk.

  • Records are kept only as long as legally required

Faq

Compliance questions you may have

Do I need to upload anything online?

No. Physical handling is perfectly fine and often safer.

Can I just email a picture of my ID?
Why can’t I text documents?
Can I store my tax forms on Google Drive?
What if I lose a document?