IRS WISP Compliance for CPA & Tax Firms
Your dedicated technical partner for secure, written information security plans.
A Written Information Security Plan (WISP) is a formal, document-based roadmap detailing how your firm protects client data and responds to cyber threats.
Both IRS and state regulations strictly require tax preparers and CPA firms to maintain an updated WISP as a standard of professional due diligence.
Non-compliance exposes your firm to significant risk, including substantial fines, the loss of IRS e-file privileges, and severe data breach exposure.
WISP Compliance Consulting for Financial Professionals
Our WISP compliance consulting provides an ongoing, annual service specifically tailored for CPA firms and tax preparers who must manage Written Information Security Plans as required by IRS regulations.
What's Included
Comprehensive Risk Assessment
Plan Drafting and Policy Customization
Updated Policy Templates
Staff Compliance Guidance
Ongoing Documentation Support
Benefits
- Meet IRS Written Security requirements with confidence
- Protect sensitive client information professionally
- Reduce stress during annual audit periods
- Provide regulators with a clear and documented plan
Annual WISP Compliance Plans
All plans include dedicated email support and ongoing access to updated policy templates.
+ One-time onboarding fee (billed separately).
Solo Preparer
$1,500/year
- WISP Plan Drafting
- Annual Compliance Review
- Professional Compliance Binder
- Email Support
+ One-time onboarding fee (billed separately).
Small Firm
$2,800/year
For 2–10 staff.
- Everything in Solo Preparer
- Staff Security Training
- Incident Response Plan
- Risk Assessment Support
+ One-time onboarding fee (billed separately).
Mid Firm
$5,500/year
For 11–30 staff.
- Everything in Small Firm
- Quarterly Compliance Reviews
- Vendor Risk Assessment
- Advanced Documentation Support