Solo
Founding rate$297one time
Regular package: $497
For a tax professional working independently.
Includes your tailored WISP, hands-on security fixes, staff guidance, breach response card and client IP PIN flyers.
Choose solo →Hands-on security services · Small tax offices
A WISP on paper.
Security in practice.
A tailored written information security plan, plus the fixes that make it real. Done with you, in person or remotely—no IT department needed.
Founding packages from $297 · Pay only when delivered
Our promise to your office
No client SSNs or tax data collectedFixes done with the ownerPayment after delivery
The tax season ready security kit
Not just a document.
A working plan.
The FTC Safeguards Rule requires a written security plan, and PTIN renewal asks about your WISP. We help turn those obligations into practical steps for an office of one to five people.
Local help. Plain English.
Starting in West Hartford and Hartford, with remote support and Porterville, CA coordination.
01
Make the plan yours
We learn how your office works and prepare a tailored WISP based on IRS Publication 5708. You receive a ready-to-sign plan and a clear fix-it list.
02
Put protection in place
Together, we work through two-step login, encryption, backups and email authentication, including DMARC. Our Email Safety Check helps identify email risks.
03
Leave your team ready
A practical staff talk, a breach response card and free IP PIN flyers for clients. Your team gets useful next steps—not another binder to ignore.
Simple, upfront packages
Small office. Sensible investment.
Founding pricing for the first five clients. Availability confirmed before you start.
Office
Founding rate$497one time
Regular package: $797
For a small tax team of two to five people.
Includes your tailored WISP, hands-on security fixes, staff guidance, breach response card and client IP PIN flyers.
Choose office →Annual renewal: approximately $199 for either package. Pay by card or check, only when delivered. A security plan supports your obligations; it is not a guarantee against breaches.
Your next step
Let's make your WISP real.
Choose an available service below to get started. We’ll work around your office, explain the fixes and keep client tax data out of the process.
Loading available services