Make safeguarding requirements actionable.

Review federal tax information safeguards, control evidence, and policies to identify practical corrective actions.

Discuss IRS Publication 1075 ↗

Engagement focus

What we can work through together.

  • Safeguards Computer Security Evaluation Matrix (SCSEM) and control reviews
  • Federal tax information (FTI) system and safeguarding policy assessment
  • Findings reporting and corrective-action planning

Scope and deliverables are agreed for each engagement.

Possible work products

What you can take forward.

Examples for discussion. Final deliverables and any leadership briefing are defined in the engagement scope.

A practical working relationship

A focused plan for your next step.

Agree on the scope, review available evidence, and prioritize practical recommendations with owners, milestones, and implementation considerations.

Consulting does not guarantee authorization, certification, or an assessment outcome. Previous IRS experience does not imply IRS endorsement.

Principal consultant experience

Experience with safeguarding reviews

These examples describe Timothy McGee’s prior professional experience. Engagement scope and deliverables are agreed separately.

Common questions

Before we begin.

What should we prepare for IRS Publication 1075?

Start with a non-sensitive description of your systems, objectives, and current concerns. During scoping, we agree which documentation, evidence, and technical access are needed for this service.

Can you work with our internal team or IT provider?

The engagement can be scoped around collaboration with your technical staff, leadership, and existing providers. Responsibilities and access are agreed before work begins.

What determines the cost and timeline?

System scope, complexity, available evidence, required deliverables, and the support you need affect the proposal. We discuss these before agreeing on the work and schedule.

Does consulting guarantee a compliance outcome?

No. Consulting supports preparation and improvement; formal assessment, certification, and authorization decisions belong to the applicable assessors and authorities.

A clear next step

Let’s make your security
requirements actionable.

Tell us what you’re building, preparing for, or working to improve.

Discuss your IRS Publication 1075 needs