What You Need to Know
Personally Identifiable Information—commonly called PII—includes any data that can identify you or link directly to you. This may include your name, address, phone number, Social Security number, bank details, credit card numbers, and even the information found in your annual tax return.
Today, federal agencies require organizations that handle client PII to maintain a documented security plan outlining how they protect this sensitive information. But safeguarding your data isn’t just the responsibility of institutions—it’s something you can take steps to control as well.
Below are practical tips to help you protect your information year-round.
Your Tax Information Is Prime PII — Handle It With Care
Your tax return is full of sensitive data—exactly the kind cybercriminals look for. Be thoughtful about how and where you store tax documents, whether digital or physical.
A helpful reminder: ask your employers or vendors not to print your full Social Security number on mailed forms like W-2s and 1099s. Many will accommodate this request.
Know Exactly Who Has Your PII
Take inventory of every organization that holds your personal information—from financial institutions and medical offices to online retailers that store your credit card for quick checkout.
A few key tips:
- Close accounts you no longer use.
- Request that companies delete your stored data when possible.
- Review autopay vendors that have direct access to your bank account.
Intentional management helps reduce your exposure if a breach occurs.
Stay Watchful — Don’t Assume You’ll Be Notified
While organizations are required to report suspected breaches, real-world notifications don’t always happen promptly. Take a proactive approach by:
- Review your free annual credit reports from each major credit bureau
- Monitoring bank and credit card statements regularly
- Watching for unfamiliar charges or account openings
Your vigilance is one of your strongest defenses.
Protecting your PII is an ongoing process—and it’s a crucial step in preventing identity theft, fraud, and financial headaches later on. If you have questions about safeguarding your tax information or need secure, professional guidance, Gleason Tax Advisory is here to help.