About this episode
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.
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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 Law
- (36:44) - Bank Info Hijacks
- (39:57) - Stop Refund Fraud Fast
- (42:14) - Refund Speed Risks
- (45:26) - IP PIN Protection Plan
- (50:57) - Stakeholder Liaison Help
- (56:40) - Closing Security Takeaways
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Roger Harris
Annie Schwab
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