Episode 7: In this episode, Timalyn welcomes cybersecurity expert and Enrolled Agent, Brad D. Messner, MBA, CBSA, EA, to the podcast.
Brad is the founder of Financial Guardian, a resource hub designed to help tax professionals elevate their practices through tech, security, and ongoing education. In this conversation, Brad opens up about his journey from feeling isolated early in his EA career to becoming a trusted industry voice for digital security and compliance.
Timalyn and Brad discuss the real-world challenges tax professionals face—from feeling overwhelmed by compliance requirements to navigating complicated vendor relationships. Brad also shares how Financial Guardian is helping practitioners stay ahead of evolving FTC safeguards through services like Guardian Mail and Guardian Trust.
If you're a tax professional looking to improve your security practices, build confidence, or just feel less alone on your journey, this episode is packed with insight and actionable takeaways.
You can connect with Brad and explore his resources at https://brad.tax or https://cybersecurity.tax.
Let us know your favorite part of the episode in the comments below!
Special thanks to Brad for joining Timalyn and sharing his knowledge and experience with our listeners.
