Simple Steps You Can Take to Protect Your Data

Even with a secure tax preparer, your habits matter too. The easiest way for identity thieves to strike is when tax data is accidentally exposed by email, public Wi‑Fi, or weak passwords.

Here are three simple steps you can take to protect yourself:

Use a Secure Portal—Always!

Avoid emailing W‑2s, 1099s, or Social Security numbers.

Upload documents only through encrypted portals or secure links.

Watch for Phishing Scams

• The IRS never initiates contact by email or text unless first approved by you.

• If something feels urgent or suspicious, verify before clicking any links.

Keep Your Devices and Passwords Secure

• Enable multi‑factor authentication where possible.

• Don’t access sensitive info on public Wi‑Fi without a VPN.

Your takeaway this week:

Security is a partnership. Your careful habits, paired with your tax preparer’s secure systems, keep your personal and financial information safe.

Each week, I share a clear, bite-sized tax insight straight from my continuing education so you can stay informed without sifting through tax changes.

Next week, we introduce the IRS IP PIN program—a free tool that locks your tax return to your identity and blocks fraudulent filings.

Thanks for reading,

Brandy Sparkman, EA

I’ll keep learning so you can stay focused on what you do best.

See you next week for another Tax Minute.