IT support for CPA and professional firms in South Texas.
Your firm holds the most sensitive data your clients own — tax returns, financials, Social Security numbers, banking details. The IRS and the FTC both expect you to protect it like it matters, in writing. And from January through April, your systems simply cannot go down. We keep firms secure, documented, and running through tax season and the rest of the year.
What we handle for CPA firms
IRS Pub. 4557 & the FTC Safeguards Rule.
IRS Publication 4557 tells tax professionals to safeguard taxpayer data, and the FTC Safeguards Rule requires firms to maintain a written information security plan. We implement the technical controls those documents call for — MFA, encryption, access control, tested backups, secure remote access — and document them, so your written plan describes reality instead of aspirations.
Tax-season uptime.
A failed workstation in October is an annoyance. In March, it’s a deadline problem. We monitor your systems year-round, apply updates on a schedule that respects your calendar, and make sure backups are tested before the season starts — not discovered broken during it.
Tax, accounting, and client-portal software.
Your tax preparation and accounting platforms, document management, e-file systems, and the client portal your customers upload sensitive documents through — we keep the environment they run in maintained and secured, and coordinate with your software vendors when an issue is on their side.
Seasonal staff, handled properly.
Tax season means seasonal hires, interns, and remote preparers — each needing the right access on day one and no access the day they leave. We manage accounts and permissions as your team flexes, which is exactly where small firms get exposed.
The phishing email your clients almost answered
The most common attack on accounting firms isn’t exotic. It’s a convincing email — a spoofed message that looks like it came from a partner, asking a client or a bookkeeper to send records or redirect a payment. Firms are targeted because they sit between money and data.
Email authentication (SPF, DKIM, DMARC) makes your domain hard to spoof. MFA makes a stolen password useless on its own. Tested backups make ransomware a bad afternoon instead of an existential event. Those three controls, actually in place and verified, are the difference between a firm that’s a target and a firm that’s a dead end.
Signs your firm needs managed IT
- Your written information security plan exists — but nobody’s checked whether the firm actually does what it says
- MFA is on some accounts, not all — or partners are exempted
- Seasonal staff share logins, and old accounts never quite get closed
- Client documents arrive by ordinary email attachments
- Your cyber-insurance application asked questions you had to guess at
- One person in the office is the accidental IT department, on top of their real job
Pricing for CPA and professional firms
$150–$300 per seat, per month — security included in the plan, not sold as an add-on. Your exact price is confirmed in writing before you commit to anything. See what managed IT actually costs for a 20-person company, including the all-in math.
The $495 Network & Risk Assessment
We don’t guess about a network we haven’t looked at, and we don’t do free audits that are really sales calls. For a fixed $495, we examine your network, email security, backups, and who has access to what — and deliver a written findings report: what’s solid, what’s exposed, and what to fix first.
The report is yours either way — hand it to whoever you choose. If you sign a managed agreement within 30 days, the full $495 is credited toward your onboarding, so the assessment costs you nothing.
What the report covers
- Email security — SPF, DKIM, DMARC, and MFA coverage
- Endpoint protection status on every computer
- Backup coverage — and when a restore was last tested
- Access review — including accounts of people who’ve left
- A prioritized fix list in plain business language
Sales line: (361) 315-0017, Mon–Fri 8am–5pm CT.
Other industries we serve
Dental Practices
Veterinary Clinics
Law Firms
Oil, Gas & Industrial
Construction & Contractors
Start with the $495 Network & Risk Assessment.
A fixed-fee, fixed-scope review of your network, email security, backups, and access controls — delivered as a written findings report with a prioritized fix list. The report is yours either way. Sign a managed agreement within 30 days and the full $495 is credited toward your onboarding.
Frequently asked questions
We’re a small firm — do the IRS and FTC rules really apply to us?
Yes. The FTC Safeguards Rule applies to tax preparation firms regardless of size, and IRS Publication 4557 is written for firms exactly like yours. The good news: for a firm of 10–25 people, the controls are very achievable — MFA, encryption, access control, tested backups, and a written plan that matches what you actually do.
Can you help with our written information security plan?
We implement and document the technical safeguards your plan has to describe, and the $495 assessment report is a written, evidence-based starting point. We’re your IT provider, not your compliance attorney — we’ll flag where you need one.
What happens if something breaks during tax season?
Most issues are caught by monitoring before they break, and most of the rest are fixed remotely the same day. Before the season, we verify your backups with a real restore test — so the worst week of the year is covered.
Do you work with our tax software?
We support the environment it runs in — workstations, network, backups, and access — and coordinate with your software vendor when an issue is inside their application.
What does the $495 Network & Risk Assessment involve?
We review your network, email security, backups, and account access — including departed-staff accounts — and deliver a written findings report with a prioritized fix list, yours to keep either way. Sign a managed agreement within 30 days and the full $495 is credited toward onboarding. Call (361) 315-0017 to schedule.
How do we get started?
Call the sales line, (361) 315-0017, or send us a message. We serve CPA and professional firms across the Coastal Bend — Portland, Corpus Christi, Sinton, Rockport, Ingleside, Aransas Pass, and Gregory.