Resources
Plain-English guides for firm owners
Written for partners and office managers, not IT people. Use them whether or not you ever hire us.
Free checklist
Pre-season IT checklist for tax practices
Nineteen items to confirm before January. Printable.
Read →ComplianceIRS Publication 4557, explained
The Security Six and what each looks like in a small office.
Read →ComplianceThe FTC Safeguards Rule for tax firms
The nine elements, the small firm exemption and FTC notification.
Read →SwitchingSwitching IT providers without losing a day
The five step takeover plan and the signs it is time.
Read →Start with a conversation, not a contract
A 20 minute call to hear how your firm runs today. If we are not the right fit, we will tell you, and point you to who is.