Your Client Data Is Under Attack: An IRS Agent's Warning

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Federal Tax Updates

Roger Harris, EA and Annie Schwab, CPA

72 episodes

2 days ago

CPAs, Enrolled Agents, and Tax Preparers can keep up-to-date with the latest federal tax information while earning NASBA approved CPE credits and IRS approved CE credits by listening to the bi-weekly Federal Tax Updates podcast. The hosts Roger Harris and Annie Schwab have over 75 years of tax experience between them, which has been featured in various media outlets including Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News, and Accounting Today.

All content for Federal Tax Updates is the property of Roger Harris, EA and Annie Schwab, CPA and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Your Client Data Is Under Attack: An IRS Agent's Warning

Federal Tax Updates

59 minutes

4 months ago

Your Client Data Is Under Attack: An IRS Agent's Warning

Tax professional data breaches have exploded in 2025, with 327 reported incidents affecting over 342,000 taxpayers in just half a year. Glenn Gizzy, a 36-year IRS veteran now specializing in data breach prevention, reveals the sophisticated tactics criminals use to infiltrate tax practices. From phishing emails disguised as client referrals, to hackers who wait until returns are filed before changing bank account information. This conversation covers essential protection measures including Written Information Security Plans (WISP), IP PINs, proper cyber insurance coverage, and the critical steps to take immediately after discovering a breach.

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(00:00) - Introduction and Greetings
(02:21) - Today's Guest and Topic: Scams and Data Breaches
(02:56) - IRS Statistics on Data Breaches
(05:33) - Common Scams and How They Work
(09:48) - Phishing Emails and Ransomware
(14:51) - Fake Charities and Donation Scams
(17:30) - Refund Thefts and Data Breaches
(21:28) - IRS Communication and Taxpayer Awareness
(30:10) - Signs of a Data Breach for Practitioners
(32:42) - Immediate Steps After a Data Breach
(34:32) - Multi-Step Process and Insurance Involvement
(37:42) - Filing Returns After a Breach
(40:54) - Identity Protection PIN (IP PIN)
(48:10) - Written Information Security Plan (WISP)
(53:06) - Protecting EFIN, PTIN, and CAF Numbers
(55:25) - Final Thoughts and Conclusion

Connect with Glenn
https://www.linkedin.com/in/glenn-gizzi-4b6ab5205

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Connect with the Roger and Annie on LinkedIn
https://www.linkedin.com/in/rogerharrispbs/
https://www.linkedin.com/in/annie-schwab-852418261/

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