IRS Publication 4557 Assessment

IRS Publication 4557 Assessment

Safeguarding Taxpayer Data Made Easier


Identity thieves are constantly learning and changing their tactics to create more sophisticated threats to access critical data. Due to the nature of the information you as a tax preparer store, you have become a target for data theft.

From members of major accounting firms to one-person storefronts, you are a potential victim; and safeguarding taxpayer data is not only crucial, but it is your legal responsibility.

You need an information security partner you can trust to help you navigate the guidelines of IRS Publication 4557.

Data Tax Preparers Must Protect

Taxpayer data is defined as any information obtained or used in the preparation of a tax return, such as income statements, meeting notes, recorded conversations, etc.

What is PII?

Personally Identifiable Information (PII) is any data used to identify a specific individual. Examples of PII include the following:

  • Name
  • Address
  • Phone number
  • Date of birth
  • Social Security number
  • Driver’s license number
  • Mother’s maiden name
  • Spouse information

As a tax preparer, you must protect this type of personally identifiable information.

Government, businesses, organizations, and individuals that receive, maintain, share, transmit or store taxpayers’ personal information are subject to Publication 4557 guidelines.

Who Needs our IRS Publication 4557 Services?

As an independent security consulting company, Sword & Shield is best equipped to help you protect your clients and protect yourselves by guiding you through the Publication 4557 checklist to fulfill your requirements. We assist the following types of organizations who must be compliant:

  • E-file and Paper Return Preparers
  • Intermediate Service Providers
  • Electronic Return Originators
  • Software Developers
  • Reporting Agents
  • Transmitters
  • Service Providers
  • Affiliates

Sword & Shield’s IRS Publication 4557 Assessment

Sword & Shield partners with you to assess your ability to safeguard taxpayer data, and provides you with a road map to remediation pursuant to IRS Publication 4557.

Sword & Shield’s information security and compliance expertise and full range of services qualify us to help your organization to understand and meet your responsibility to safeguard taxpayer information.

Let Sword & Shield help you to determine your data privacy and security needs, and implement safeguards to meet them.

Get started today! Download the IRS Publication 4557 Assessment service brief and request a consultation.

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