About this episode

Glenn Gizzi discusses the alarming rise in data breaches affecting tax practitioners during the tax season.

IRS Stakeholder Liaison Glenn Gizzi returns with a sobering mid-tax-season update: data breaches affecting tax practitioners are already outpacing 2024, with over 206,000 taxpayers potentially compromised — and that's only what's been reported. Roger and Annie dig into why so many breaches go unreported, what a paper return filing means for a client's refund timeline (hint: think late 2027), and why getting every client an IP PIN before the next deadline isn't optional anymore. Sponsors Padgett - Contact Padgett or Email Jeff Phillips Get NASBA Approved CPE or IRS Approved CE Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode. Links mentioned in this episode Chapters (00:00) - Tax Season Check In (00:43) - Why Pros Are Targets (03:14) - Breach Stats Rising (05:01) - Reporting And Fallout (06:14) - Paper Return Backlog (09:31) - IP PIN For Everyone (11:26) - Long Term Identity Damage (15:36) - Monitor Your EFIN (16:22) - EFIN Compromise Explained (18:59) - Fast IRS Response Process (22:10) - Top Email Scams Today (26:35) - MFA And Safe Replies (30:22) - Train Your Staff (31:09) - How Breaches Start (32:32) - WISP Reality Check (35:09) - WISP Becomes…

People in this episode

Hosts: Roger Harris, Annie Schwab

Guest: Glenn Gizzi

Topics covered

• data breaches
• tax season
• client security
• IP PIN
• refund timeline
• identity theft

Keywords

• data breaches
• tax practitioners
• IP PIN
• refund timeline
• identity theft
• IRS
• security

Sponsors

Padgett

Mentioned in this episode

Organizations: IRS, EarmarkCPE

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