• Use Your Tax Professional's Secure Portal
  • Never send tax documents through regular email
  • Always upload sensitive information through your tax professional's provided secure portal
  • Ask your tax professional if you're unsure how to use their portal system
• Create Strong Password Protection
  • Use unique, complex passwords for all tax-related accounts
  • Change passwords annually at the start of tax season
  • Consider using a reputable password manager to keep track
• Secure Your Physical Documents
  • Store all tax documents in a locked filing cabinet or safe
  • Shred outdated tax documents - never throw them in regular trash
  • Keep current year's documents in one secure location
• Watch for Tax Scams
  • The IRS will never call or email asking for personal information
  • Don't click on links in emails claiming to be from the IRS
  • If unsure about any tax communication, contact your tax professional
• Keep Records Organized
  • Maintain copies of tax returns for at least 3 years
  • Store digital copies in an encrypted folder
  • Label all documents clearly with the tax year

Disclaimer: This information is provided for general educational purposes only and should not be considered specific tax or security advice. Please consult with your tax professional and financial advisor for guidance specific to your situation.

Sources:

• IRS: https://www.irs.gov/privacy-disclosure/security-summit
• FTC Consumer Information: https://consumer.ftc.gov/articles/tax-identity-theft