FTC Safeguards Rule and Tax Preparers: Compliance Requirements for 2026
Tax preparers must implement a written information security plan to protect customer data under federal regulations.
Who it is for: CPA firms, enrolled agents, and tax preparers
This briefing outlines the requirements of the FTC Safeguards Rule for tax preparers, including the need for a Written Information Security Program. It details the penalties for non-compliance and the specific technical and administrative safeguards required.
Sections
- Understanding IRC 7216 and 6713 (8 min)
- Taxpayer Consent and Revenue Procedure 2013-14 (7 min)
- FTC Safeguards Rule Overview (8 min)
- Enforcement and Compliance for 2026 (9 min)
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