All of us bookkeepers take regular stock of security measures to protect our client’s data. Tax practitioners are sought after targets of criminals seeking to steal our sensitive tax information. They may use this to file phone returns, steal identities, and so much more. To help you protect your info like a tax professional, we will share these 5 must do items for your tax preparation security checklist.
1. Protect Your Device(s)
The best way to protect your data is to protect your device or devices, especially those that house all of your tax and business information. This includes protection via:
- An anti-virus software. Click here to get the 2022 Best Anti-virus Software list from PC Mag.
- Use a firewall. May PCs and Mac devices come with a built in firewall. Be sure to activate it. If you don’t have a firewall, get one.
- Always use two factor authentication when available.
- Opt for a drive encryption device that does not allow scammers to view your data even if they get in.
- Get a free or paid VPN account to keep your web browsing safe and secure.
- Always backup your device should the worst happen.
2. Manage Users
Be sure to manage the users on your devices to make sure that only authorized users can access your safety information. This includes devices used for work and at work. This also includes at home. Only you and your spouse should be able to access your tax data.
3. Stay on Top of Scams
Each year, new scams arise and they get more and more elaborate. In short, do not answer any calls, emails, letters, etc that are not from an authorized tax agency. Scammers are getting better at forging documents and other items that look real. When in doubt, contact your federal, state, or local tax agency directly rather than respond to a suspicious communication.
4. File Early & Be on the Lookout for Signs of Theft
One of the best ways to avoid having someone file a tax return on your behalf is to file as early as possible. The IRS will process whichever return they get first, and they aren’t great at catching scammers. The IRS will send you documentation if you file, so be on the lookout for any letters regarding tax returns you haven’t filed yet.
5. Create a Backup Plan
Have all your data backed up on your device and paper copies as well. The IRS will not understand nor care should you get hacked, scammed, or otherwise have your data stolen. However, you should report any type of scam to the proper authorities immediately.
6. Utilize Your Bookkeeper
Remember that even doing all of the above is not a 100% guarantee that you data will be safe all the time. Be sure to give your bookkeeper access to your data and tax preparation info to keep it secure at another location. Make sure they are also taking the proper precautions.
Get a Bookkeeper to Help With Tax Preparation Security
The best way to stay on top of all things tax preparation is to use a bookkeeper for your business before, during, and after tax time. Feel free to contact us if you live in Houston or the surrounding areas and want to get expert tax preparation.
