IRS & FTC Compliance for CPA Firms

Information Security Services for Accounting, CPA Firms, and Tax Professionals

Certified Public Accountant (CPA) firms and tax preparers handle some of the most sensitive financial data available, making them prime targets for cybercrime. Maryman provides specialized Internal Revenue Service (IRS) and Federal Trade Commission (FTC) Compliance Services for CPA Firms, helping organizations meet obligations under Generally Accepted Accounting Principles (GAAP), IRS Publication 4557, and the FTC Safeguards Rule.

Our approach integrates Information Security into daily operations—ensuring compliance while maintaining commercially reasonable controls.

Information security services for CPA firms

Supporting Key Compliance Requirements

  • IRS Publication 4557 (Safeguarding Taxpayer Data)
  • FTC Safeguards Rule under the Gramm-Leach-Bliley Act
  • State privacy laws and breach notification requirements
  • Alignment with NIST CSF, SOC 2, and CIS Controls

Why CPA Firms Engage Maryman

  • Protect highly sensitive financial and personal data
  • Prepare for client and regulatory audits
  • Reduce liability and demonstrate due care
  • Strengthen defenses against phishing, ransomware, and BEC
  • Aligning IT with Security Operations

We understand the unique risk profile of CPA firms and provide tailored solutions that align with both regulatory expectations and business realities.

Contact Maryman to ensure your firm meets IRS and FTC requirements with confidence.

FAQ

What makes cybersecurity especially important for CPA firms?

Tax returns and accounting records contain sensitive financial and personal information. Maryman helps CPA firms protect this data through security practices tailored to their risks and operations.

Which IRS and FTC compliance areas does Maryman support?

Maryman supports firms in addressing IRS Publication 4557, the FTC Safeguards Rule, and applicable state privacy and breach of notification requirements.

Our firm already has IT support. Where does Maryman fit in?

Maryman helps align IT management with security operations, bringing a compliance focused perspective to how your firm protects information and manages cybersecurity risks.

How can our accounting practice prepare for client or regulatory audits?

Maryman helps firms align security practices with regulatory expectations and frameworks such as NIST CSF, SOC 2, and CIS Controls to support audit readiness.

What cyber threats does Maryman help CPA firms address?

Maryman helps strengthen defenses against phishing, ransomware, and business email compromise threats that can expose client information and disrupt accounting operations.

How does Maryman make security practical for daily accounting work?

Maryman integrates information security into everyday operations, tailoring guidance to the firm’s business needs while supporting commercially reasonable controls and compliance efforts.

Related case study: See how a California CPA firm built a practical information security program for FTC Safeguards Rule compliance.

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