Tax Practice Launch Verification & Audit
Verify that PTINs, EFINs, WISP security plans, §7216 consent forms, and Circular 230 disclaimers are active before publishing marketing campaigns.
IRS PTIN Active Verification
All assigned preparers have current PTIN numbers on file with IRS Directory.
IRS EFIN Active Verification
Master office holds active E-File Provider authorization summary.
GLBA Safeguards WISP Plan
Written Information Security Plan documented & 256-bit encryption verified.
IRC §7216 Data Disclosure Consent
Client intake forms enforce mandatory consent prior to data processing.