Tax offices
Every paid preparer confirms on the W-12 at PTIN renewal that a written security plan is required, and the FTC Safeguards Rule treats tax preparers like financial institutions.
We're the outside security team for small offices that are required by law to protect customer data. We come to you in person, fix the basics, write your security plan, train your staff, and stay on monthly.
Free. 20 minutes at your office. We tell you where you stand.
88% of breaches at small businesses involved ransomware, which basically means your files get locked until you pay.Source: Verizon 2025 Data Breach Investigations Report
Every paid preparer confirms on the W-12 at PTIN renewal that a written security plan is required, and the FTC Safeguards Rule treats tax preparers like financial institutions.
If you arrange financing, the FTC Safeguards Rule says you need a named Qualified Individual, two-step login, and a written plan, and we can be that outside contact.
ALTA Best Practices Pillar 3 asks for a written information security program, plus a wire-fraud response plan that gets updated at least once a year.
Louisiana law (R.S. 51:3074) requires reasonable security for customers' personal info, and insurers want two-step login, protection on every computer, and tested backups before they say yes.
We spend 20 minutes at your office and show you where you stand. No charge.
We do a walk-through and set up two-step login (MFA), backups, Wi-Fi, and updates. Then we write your plan (WISP) and a staff guide.
You get a security contact, a monthly check, a plan that stays current, and a yearly review.
The check is free. Setup is a one-time fee based on the size of your office.
Walk-through, MFA, backups, Wi-Fi, updates, your written plan (WISP), and a staff guide.
We get your office ready to answer the insurer's security questions, and we help you fill them out. We can't promise any insurer will approve you.
Your security contact, a monthly check, your plan kept current, and a yearly review.
Everything in Basic, plus quarterly restore tests, staff refreshers, EDR watching, insurance help, and priority.
You pay for your own tools (backup, EDR, email) in your own name.
Patriot Supply Group LLC is a SAM.gov registered federal prime contractor in Baton Rouge, Louisiana.
Registration and entity documentation are available on request. A capability statement is available within 24 hours, and agency inquiries get an answer within one business day.
Tell us a little about your office and we'll reach out to set a time for the free 20-minute check. Agency and contracting questions are welcome here too.