Tax & Accounting Firms · Tampa Bay
Every tax pro who renewed a PTIN certified — under penalty of perjury — that their firm has a Written Information Security Plan. The IRS calls it a WISP (Publication 5708), and the FTC Safeguards Rule says exactly what has to be behind it. Most Tampa Bay firms have the signature, not the controls.
No login. No scan. We work entirely from an 8-question self-check — your systems stay untouched.
Four things most firms signed without actually having in place.
Line 11 on Form W-12 is signed under penalty of perjury. The FTC Safeguards Rule (in force since June 2023) names the specific controls — MFA, encryption, a designated Qualified Individual, a written plan.
PTIN suspension. A denied cyber-insurance claim because the control wasn't actually in place. A breach during filing season. None of it shows up until the worst possible moment.
We become your documented Qualified Individual, stand up the controls, run the staff training, and produce the WISP document itself — the proof, not just the protection.
The business clients and referral partners worth the most now ask for proof of a security plan before they'll trust you with their data. A documented WISP wins that work — and keeps it.
The downside is measured in your whole revenue. The fix is a fixed monthly fee.
That gap is the entire decision — and the same paperwork doubles as something you can show your biggest clients.
We de-risk the call. Nobody touches your systems.
You answer 8 plain-English yes/no questions — or bring the self-check you already scored.
We tell you which gaps matter most for a firm your size — and which are quick fixes.
You get a clear picture. No obligation, no access to your systems, no sales theater.
We sell safe practice. We're not going to ask you to let a stranger probe your network to prove a point. The whole review runs on your answers.
Tampa Bay–based
Works on-site and remote across the bay area
Built for professional firms
Tax, legal, and medical practices
Compliance-first
The controls and the documentation that proves them
Fifteen minutes, no system access — just a clear picture of where your firm stands before an examiner, an insurer, or a breach finds out for you.
Not ready to book? Take the 4-minute self-check first.