How do I check the adviser and protect our records?

Verify professional standing independently of testimonials. NASBA’s CPAverify uses state-board data and includes disciplinary markers; resolve unclear results with the relevant board. NASBA — What is CPAverify?

Start supplier discussions with redacted scopes and ranges. Ask about access, deletion, subcontractors and AI processing before sending full records; the FTC identifies tax preparation firms among covered financial institutions under its Safeguards Rule. FTC — Safeguards Rule: What your business needs to know