Lewis Financial Tax Service Security

Lewis Financial Tax Service, LLC upholds all federal, state and industry standards protecting Personally Identifiable Information (PII) and Nonpublic Personal Information (NPI). These standards are laid out in, but not limited to, the following documents and statutes:

  • Gramm-Leach-Bliley Act (GLBA)
  • National Institute of Standards and Technology (NIST)
  • IRS Pub. 1345 (Handbook for Authorized IRS e-fileProviders)
  • IRS Pub. 4557 (Safeguarding Taxpayer Data)

Below is a list of tools that Lewis Financial Tax Service, LLC utilizes to protect our clients’ data:

  1. Fully encryption on all hard drives, external drives, solid state drives and servers.
    • Includes TPM chips on all computers.
  2. Secure, encrypted document portal, utilizing Federal Information Processing Standards (FIPS 140-2), used for sending/receiving documents containing PII or NPI. Portal employed for correspondence between:
    • Clients to Lewis Financial Tax Service
    • Lewis Financial Tax Service to Clients
    • In-house file transfer between computers
  3. Fully encrypted (two-way) e-fax service using 256-bit Advanced Encryption Standard (AES), Secure Sockets Layer (SSL) and Transport Layer Security (TLS).
  4. Wi-Fi utilizing WPA2 and AES encryption.
  5. Weekly monitoring of our Electronic Filing Identification Number (EFIN) to monitor returns being edited or submitted by someone not affiliated with Lewis Financial Tax Service.
  6. SignX e-signature service for our electronic filing clients. This service is backed by our tax program and is ISO 27001 and SSAE-16 certified.
  7. Use of trusted electronic commerce companies for credit card payments (optional), using SSL encryption, such as PayPal™ and Zelle™.
  8. Virus, Malware and Phishing software meeting all federal mandates and requirements.
  9. Multiple layers of security preventing unsecured access to physical files, information and equipment.