top of page

The Berman Buzz

Protect Your Business and Tax Information in 2026 with a Data Security Plan


Person in a suit using a tablet with cybersecurity icons. Blue digital interface background with futuristic circular patterns.

It is vital to remain vigilant against cybercriminals, as business owners continue to be prime targets for identity thieves and data breaches at an alarming rate. Cybercriminals employ sophisticated and continually evolving techniques to gain unauthorized access to business systems. Once inside, they can steal sensitive tax data, file fraudulent tax returns, and create significant financial disruption for your business.


While there are many steps you can take to reduce the risk of becoming a victim, creating and maintaining a data security plan should be at the top of the list. Your strategy should protect your business against data loss and tax-related identity theft. Although a security plan does not guarantee your business will never be targeted, it can help you identify vulnerabilities and strengthen your overall security posture.


For some businesses, initiating a security plan can be a challenging task. As a result, many business owners seek the assistance of cybersecurity professionals to help customize a data security plan.


There is a substantial market for cybersecurity professionals, but before hiring a cyber expert, consider the following steps:

  • Ask for recommendations. Speak with other business owners and request references.

  • Be selective. Choose a professional you trust and feel comfortable discussing the safety and security of your business and your clients.

  • Interview candidates. Ask about their experience in data and systems protection, backup solutions, developing security plans for similarly sized businesses, and monitoring current and emerging threats.

  • Make it official. Secure an agreement or engagement letter that clearly outlines the scope and terms of each service provided.


We hope you never become the victim of a security breach; however, no computer system or business is completely immune to compromise. Being prepared is one of the most effective ways to help protect your business.

bottom of page