Protect Your Identity and a New Client Portal is Coming

by | Jul 29, 2026 | Security | 0 comments

What to Know About IRS Identity Protection (IP) PINs

Identity theft can delay your tax refund, create significant stress and require months to resolve. One of the easiest ways to help protect yourself is with an IRS Identity Protection PIN (IP PIN)—a unique six-digit number that helps prevent someone else from filing a federal tax return using your Social Security number.

IP PINs are valid for one calendar year and are available to any taxpayer who can verify their identity through the IRS. The fastest way to get yours is to request one using your ID.me account. Whether you’ve experienced identity theft, been affected by a data breach or simply want to feel more secure, requesting an IP PIN is a free and effective way to add another layer of protection. Learn how IP PINs work and request yours on the IRS website.


A New Client Portal is Coming

Thank you everyone for sharing your feedback about our client portal. We have heard you and have selected a new client portal that will offer a much easier, secure way to upload documents, exchange information and access your tax-related files – all in one place. We will share more details as we get closer to launch.


Your Estate & Trust Tax Partner

Managing the tax responsibilities of an estate or trust can feel overwhelming, especially during an already difficult time.

If you know someone who could benefit from experienced guidance, we’d be honored if you shared our Estate & Trust Tax Services with them. Learn more about our Estate & Trust Tax Services.