Fifteen questions about where you work, what you run, and who helps you. Out comes the plan for your worst day: the first hour, the first day, who to call, who must be told and by when, and scenario playbooks for the incidents tax firms actually have. Free, no sign-up, delivered as a Word document.
The first hour and the first day are numbered checklists. Appendix A is the contact sheet: incident lead, technical help, insurer, counsel, the IRS Stakeholder Liaison, your state, the FTC form, the bank fraud line. Print it and take it home.
Lost laptop. Phishing click and mailbox takeover, with the exact Microsoft 365 or Google Workspace steps. Wire fraud. Ransomware. Misdirected email. EFIN misuse. A departing employee. A vendor breach. A break-in. Only the ones that fit your firm.
It is not legal advice, and it does not decide notification for you. The matrix and the worksheet are the starting point; counsel applies your state’s law to the facts. Generator version 1.0 (October 2026).
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