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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Links mentioned in this episode

Chapters

• (00:00) - Tax Season Check In
• (00:58) - Why Pros Are Targets
• (03:29) - Breach Stats Rising
• (05:16) - Reporting And Fallout
• (06:29) - Paper Return Backlog
• (09:46) - IP PIN For Everyone
• (11:41) - Long Term Identity Damage
• (15:51) - Monitor Your EFIN
• (16:37) - EFIN Compromise Explained
• (19:14) - Fast IRS Response Process
• (23:12) - Top Email Scams Today
• (27:37) - MFA And Safe Replies
• (31:24) - Train Your Staff
• (32:11) - How Breaches Start
• (33:34) - WISP Reality Check
• (36:11) - WISP Becomes Law
• (37:46) - Bank Info Hijacks
• (40:59) - Stop Refund Fraud Fast
• (43:16) - Refund Speed Risks
• (46:28) - IP PIN Protection Plan
• (51:59) - Stakeholder Liaison Help
• (57:42) - Closing Security Takeaways

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Annie Schwab

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