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I took the sample plan outline from the IRS website and tried to tailor it for my small one man tax operation (no employees) but not comfortable with what I have. Does anyone have an IT support person who works with smaller clients who could set up the WISP for me? Thanks for any suggestions. Art

@Catherine has been raving about her guy. You should send her a PM and look up the post she started a few weeks back. Tom Longview, TX

I think Catherine has someone that prepared hers or worked with her. It might have been Tech4Accountants. I took my template to my computer guy who has built my last many computers and configured everything including firewall, etc. We worked through it together as he has done this for other firms. I had to fill in the details about equipment the majority of which he provided, connected and secured. He is a cyber security expert so I feel pretty good about my WISP. We followed the IRS Pub. 5708. It took only about an hour so his charge to review and confirm some things was not bad. It will likely be my last straw and surely bring on retirement at the end of this 3 year license period, if not before.

Or does anyone have a sample plan tailored for an one person (no employee) office. I would also be very interested. TIA

My local IT business that I have worked with for at least 15 years, decided that I am too small for them. I was really sad, but they don't want one computer jobs anymore. They had no idea what a WISP plan is and they work with some other local CPA firms, so I guess I will just keep searching. I really want to change to a laptop with a dock soon, since I will be retiring at the end of 2024 and don't want to be tied to my gigantic desk. I'm going to try to sell it, since we will be downsizing and moving out of state.

@artp this is the post @Catherine put out a while back. PM her. Tom Longview, TX

"Shutdown for "Send Submissions" only is scheduled to begin at 11:59 a.m. (noon) Eastern time, Tuesday, December 26, 2023."

Use 2022 for periods beginning in 2022 and ending in 2023.

I think you are confused. That does not make any sense at all.