Originally released in 2021, this episode of The Tax Answers Advisor delivers a powerful reminder that protecting client data is not optional — it’s essential 🛡️. Marcelino Dodge and cybersecurity expert Alvion Legall discuss how tax professionals, even small practices, are vulnerable to hackers, phishing, social engineering, and ransomware 😟.
The conversation makes one thing clear: a tax office does not need to be large to become a target. In fact, smaller firms are often the “low-hanging fruit” because cybercriminals know they may have fewer layers of protection 🍑⚠️. Marcelino and Al explain why a multi-layered security approach matters, including firewalls, endpoint protection, secure portals, strong policies, and employee training.
Listeners will also hear why basic antivirus software is not enough, why free email accounts create serious risk, and why using secure client portals is the safer path for sending sensitive documents 📧🚫. The episode also emphasizes multi-factor authentication, password managers, device security, and what to do when a breach or ransomware attack happens.
This is more than a tech discussion — it’s a conversation about trust, responsibility, and peace of mind. When clients hand over their tax records, they’re sharing deeply personal information, and they deserve to know it is being protected with real care and real systems 💙.
Call (719) 359-8789 or visit www.taxreliefcall.com for help and support.