For U.S. tax preparation firms

Can you show how your firm protects client data?

Understand which requirements may apply, where your practices and evidence have gaps, and what deserves attention first.

Book an introductory consultation See how the assessment works

Professional reviewing information on a laptop.

Veyrdune Tax Practice Protection

A clearer view of your firm's readiness.

One-time assessmentEvidence reviewPrioritized recommendations

Why it matters

Tools and policies are only part of the picture.

Your firm also needs to understand the requirements that may apply and the evidence behind its practices.

Gaps in safeguarding taxpayer information may have consequences for your firm. The implications depend on your circumstances, jurisdiction and professional obligations.

Financial and civil exposure

Understand where identified gaps may create financial or civil concerns.

Business and reputation

Consider the potential effect on client trust and your firm's operations.

Professional obligations

Review concerns relevant to your firm's work and professional responsibilities.

Legal consequences

Identify potential issues that may need further review with legal counsel.

What Veyrdune does

Connect your practices, evidence and priorities.

Veyrdune Tax Practice Protection is a one-time cybersecurity and regulatory readiness assessment for tax preparation firms.

We bring together customer interviews, input from your IT provider, documentation and technical evidence review to identify gaps and recommend practical next steps.

A review grounded in evidence

Your firm's circumstances and the evidence reviewed shape the findings and recommendations.

How it works

From understanding to next steps.

Built around your firm, with input from the people who know its operations and technology.

Understand your firm
Discuss your services, circumstances and potentially relevant requirements.
Review the evidence
Review interviews, documentation, IT-provider input and available technical evidence.
Identify the gaps
Explain key concerns, evidence gaps and their potential implications.
Prioritize next steps
Deliver recommendations through two reports, considering compliance impact and implementation effort.

Estimated time commitment

How much time will the assessment take?

The Veyrdune Tax Practice Protection assessment is designed to minimize disruption to your business. We typically plan two separate conversations, plus any supporting documentation or clarification that may be needed.

Firm owner or manager: About 2 hours
Your IT provider: 1–2 hours

Proposed report turnaround 3–5 business days After all necessary information is received

From information to recommendations

Once the required information is collected, Veyrdune reviews your responses and evidence against potentially applicable requirements. We then prepare the Executive Report and Compliance Report, identifying significant concerns, areas requiring verification and recommended actions.

The three-to-five-business-day timeframe is a proposed target, not a fixed delivery deadline. Timing may vary based on the information needed and the availability of follow-up clarification.

What you receive

Two reports. A practical way forward.

Understand where your firm stands and which actions deserve attention first.

For owners and partners

Executive Report

An understandable summary of assessed readiness against potentially applicable requirements, based on the evidence reviewed.

Overall status and key concerns
Potential consequences for your firm
Prioritized next steps

For a closer review

Compliance Report

A detailed view of the regulatory and guidance applicability considered, your current practices and the supporting evidence.

Requirements and guidance considered
Practices, evidence and identified gaps
Relevant recommendations

Make the next step clearer. Recommendations address your risk areas and prioritize actions by compliance impact versus implementation effort.

Start with a conversation

Let's talk about your firm's situation.

Book a live virtual introductory consultation with the Veyrdune team. Ask questions, discuss your concerns and learn about Veyrdune Tax Practice Protection.

Prefer to email? vtpp@veyrdune.com

Online appointment booking

Choose a time to talk.

Choose an available appointment on our Google Calendar booking page for a live virtual conversation with the Veyrdune team.

Open booking calendar

Scheduling is handled by Google Calendar. See our Privacy Policy for details.

Please do not send tax returns, Social Security numbers, passwords or other sensitive taxpayer information through booking or general email.