CPA Firms & Tax Preparers — Tampa Bay

Your clients trust you with their most sensitive financial data. One unencrypted laptop could cost your firm its IRS EFIN.

Most CPA firms we assess have the same vulnerability: client tax returns stored on laptops without encryption enabled, no documented incident response plan, and security practices that don't meet the FTC Safeguards Rule requirements that went into full effect in 2023. The IRS requires a written information security program — and most small firms don't have one.

$50K+
Avg cost of a tax firm data breach
2023
FTC Safeguards Rule fully in effect
15 min
Free assessment — know where you stand

What IRS and FTC examiners look for in small accounting firms:

No written information security program (WISP)
The IRS requires all tax preparers to have a documented WISP — most small firms don't have one, which is an immediate compliance gap
Client financial data not encrypted at rest
Tax returns, financial statements, and SSNs on unencrypted laptops or shared drives — the FTC Safeguards Rule requires encryption of all customer financial data
Tax software and portals without MFA
Drake, ProConnect, UltraTax, and client portals each need multi-factor authentication — a single credential breach can expose your entire client base

We're IRS Publication 4557 and FTC Safeguards Rule-aware, local to Tampa Bay, and flat monthly pricing — no per-incident billing surprises.

Free IT Security Assessment — 15 minutes

We review your current setup and show you exactly where the gaps are — encryption, WISP documentation, access controls, and backup integrity. No obligation, no sales pressure.

Book Your Free Security & Compliance Assessment

Or call/text Gino directly: (727) 563-9200

Free interactive self-check: is your WISP defensible?

Score your firm in 4 minutes against the 8 WISP / FTC Safeguards requirements examiners check — no login, no scan, nobody touching your systems.

Take the 4-minute self-check
Or see the full WISP & FTC Safeguards breakdown for tax firms →

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