Tax Related Identity Theft

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Tax Related Identity Theft

Course Description

Cybercriminals target tax professionals because you are custodians of highly sensitive client data. They attempt to steal your client’s personal financial information so they can create fraudulent tax returns and claim fake refunds.  This course discusses some of the basic ways to safeguard client data, stay up to date on various scams and steps to take if you are victim of a data theft.

Learning Objectives

After taking this course, Tax Related Identify Theft, particpants will be able to:

  • Describe the purpose of the Security Summit
  • Discuss ways to safeguard taxpayer data
  • Know how to implement the “Security Six”
  • Create a data security plan
  • Identify the signs of client data theft
  • List the IRS resources available to stay aware of data theft schemes
  • Help clients protect their identity and assist those that are victims

Course Guidelines

  • The self-study format allows you to access the material online 24/7 and study at your own pace
  • All Self-Study courses are to be completed, and the final exam submitted, within 1 year from the date of purchase as shown on your invoice. No extensions will be allowed.
  • To obtain CE credit, the participant must obtain a passing score of at least 70%.  Test takers will not be provided feedback on incorrect answers
  • Complete your final exam at any time and get graded instantly. You can retake the exam up to three times at no additional charge.
  • Upon passing the exam, you will be able to print your own certificate of completion.


This course material deals with complex matters and may not apply to particular facts and circumstances.  As well, the material contained reflects laws and practices which are subject to change.  For these reasons, the course material should not be relied upon as a substitute for specialized professional advice