Landmark Admin (TX TPA, 2024) lost 800,000 claimant records. Whitley Penn (Oct 2023) and Lane Gorman Trubitt (Jan 2024) both confirmed ransomware. IRS Publication 4557 mandates a 14-element WISP for every PTIN holder. The 2023 FTC Safeguards Rule amendment explicitly classifies tax preparation firms as financial institutions. PCAOB audit-client flow-down adds AS 1000/QC 1000/AS 1215 obligations. Tax-prep credentials — EFIN tokens, QuickBooks admin, UltraTax CS — are the modern IOLTA for CPA firms.
Full intelligence report on the attack surface facing Texas CPA firms and accounting practices — from the Landmark Admin TX TPA breach (800K records) and the confirmed Whitley Penn + Lane Gorman Trubitt ransomware cases, to the IRS Pub 4557 WISP requirement, FTC Safeguards Rule 2023 amendment, TDPSA sensitive-data scope, and PCAOB AS 1000/QC 1000/AS 1215 audit-client flow-down. Coverage built for managing partners, firm administrators, IT directors, and compliance officers in CPA practices with 10–100 endpoints.
We email it as a PDF attachment. No newsletter. No spam. One delivery.