Your Written Information Security Plan, done for you, before PTIN renewal.
For solo tax preparers and firms of up to 10 people. Answer about 20 questions online and get a customized, personally reviewed WISP structured to IRS Publication 4557 and the FTC Safeguards Rule.
Launch price. One flat fee. Delivered in 3 business days. Full refund until you submit your questionnaire.
You need a WISP. You don't need to write one from scratch.
Tax professionals who handle client data are expected to keep a written information security plan, and PTIN renewal asks you to confirm that you have one. Blank templates are long and generic, and they take hours to adapt to how your office really works. We do that work for you.
What you get
- A customized WISP that names your office, your systems, and the people responsible, organized to the IRS Pub 4557 and FTC Safeguards Rule structure
- A section on using AI tools safely in your practice
- An editable Word file plus a PDF, so you can keep it up to date
- A one-page list of your top security fixes, ranked by priority
- One round of revisions by email
- A personal review of every plan by Vito Russo before delivery
This is a documented plan with practical recommendations. It is not an audit, a penetration test, or a certification.
Built for how offices work now, including AI tools
Many preparers now use AI assistants to draft emails, summarize documents, or answer research questions. That can save hours, but client tax data needs the same protection there as anywhere else. Your WISP includes an AI-use section tailored to your answers that covers:
- Which AI tools your office uses, and for which tasks
- Rules for what client information may never be entered into a public AI tool, such as SSNs, bank details, and full returns
- Checking a tool's data settings, such as turning off training on your inputs and choosing business or enterprise versions where they're available
- Who approves new AI tools, and how staff are told the rules
- Reviewing AI output before it reaches a client or a return
- How AI tools fit into your vendor oversight and incident response steps
This follows the safeguards approach in IRS Publication 4557 and the FTC Safeguards Rule: know where client data goes, limit who and what can access it, and oversee your service providers. It helps you document reasonable practices. It does not guarantee compliance.
How it works
- Pay securely through Stripe ($249).
- You'll go straight to a short online questionnaire of about 20 plain-English questions about your office.
- Within 3 business days of submitting it, you get your reviewed WISP and fix list by email. Reply with any changes for one round of revisions.
Done-For-You WISP for Tax Pros
$249 launch price
Includes the customized plan with an AI-use section, Word and PDF files, the top-fixes list, a personal review, and one round of revisions. Delivered in 3 business days.
Secure checkout by Stripe. Sold by GNA Global Services, LLC. Full refund any time before you submit your questionnaire.
FAQ
Who is this for?
Solo preparers and tax firms with up to 10 people. Larger firms can email us to ask.
What happens after I pay?
You're taken straight to the questionnaire, and you'll get the link by email too. Your 3 business days start when you submit it.
Is this a template?
No. Your plan is built from your answers and reviewed by a person before you get it.
Is this an audit or a certification?
No. It's a written plan plus practical recommendations. We don't test your systems or certify compliance.
Will this cover the PTIN renewal requirement?
It gives you a documented WISP to support your confirmation. Meeting the requirement also depends on putting the plan into practice, and the fix list shows you where to start.
My office uses AI. Does the plan still apply?
Yes. If you use AI tools, the plan sets rules for them. If you don't, it covers how to approve them safely later.
Do you need my clients' data?
No. The questions are about your office's setup and practices, never client tax information.
What's the refund policy?
You get a full refund any time before you submit the questionnaire. After that, the work has started and the one round of revisions applies.
What if something's wrong or missing?
Reply to the delivery email and we'll make one round of revisions.
Who's behind this
Vito Russo is an IT leader with 20+ years of experience running infrastructure, security, and operations for mid-size and enterprise teams, including BBDO Worldwide and Direct Brands. He has built and secured networks, consolidated data centers, and helped businesses cut costs while staying protected. Today he helps small firms get practical security and process improvements without big-firm overhead, and he personally reviews every WISP before it's delivered.
GNA Global Services, LLC, a New York business since 2016. Questions? Email invoices@gnaglobalservice.com.
Delivered in 3 business days. Full refund until you submit your questionnaire.
This service provides a security plan document and practical recommendations. It is not legal, tax, or compliance advice, it is not an audit or certification, and it does not guarantee compliance with any law or regulation. You are responsible for implementing and maintaining your plan.