Get Your WISP

Cybersecurity + IT Consulting for Growing Businesses

Cybersecurity & WISP Preparation for Tax Professionals and Small Businesses

DPW Management Services helps tax preparers, CPAs, Enrolled Agents, accounting firms and small businesses protect client information, prepare Written Information Security Plans, strengthen cybersecurity and reduce technology risk.

DPW Management Services helps small and mid-sized organizations strengthen networks, protect cloud data, reduce digital risk, and make smarter technology decisions.

Practical recommendations Business-focused risk reduction Clear next steps
Business Security Overview Protected
NetworkSecurity Review
CloudData Protection
RiskAction Plan

Tax or accounting professional? Federal law requires tax professionals to maintain a Written Information Security Plan to protect client information. Get help preparing your WISP →

Written Information Security Plan

Does Your Tax or Accounting Practice Have a WISP?

Tax and accounting professionals are required under federal law to maintain a Written Information Security Plan, commonly known as a WISP, to help protect confidential client information.

A WISP should be tailored to your firm's size, complexity, business activities, technology environment, and the sensitivity of the customer information you maintain.

DPW Management Services can help you develop a customized Written Information Security Plan for your tax or accounting practice.

  • Assessment of your current security environment
  • Identification of potential risks to client information
  • Review of administrative, technical, and physical safeguards
  • Employee security policies and procedures
  • Access control and password security procedures
  • Data backup and recovery procedures
  • Vendor and service-provider safeguards
  • Incident and data breach response procedures
  • Customized Written Information Security Plan
  • Periodic WISP review and update guidance

What We Do

Technology protection built around business risk

Our services focus on the areas most likely to disrupt operations, expose sensitive information, or create unnecessary business risk.

01

Cybersecurity & Threat Assessments

Identify weaknesses in systems, access controls, processes, and everyday security practices before they become costly incidents.

  • Security posture review
  • Vulnerability and risk identification
  • Prioritized remediation roadmap
02

Network Security

Review the controls protecting your business network, devices, remote access, and critical business systems.

  • Network security review
  • Access and configuration guidance
  • Risk-reduction recommendations
03

Cloud & Data Protection

Reduce the risk of unauthorized access, accidental exposure, and weak cloud security practices.

  • Cloud security review
  • Account and access controls
  • Backup and data protection guidance
04

Data Privacy & Digital Risk

Understand where sensitive information lives, who can access it, and where business processes may create unnecessary exposure.

  • Data handling review
  • Privacy risk identification
  • Policy and process recommendations
05

Cybersecurity Awareness

Help employees recognize phishing, unsafe password practices, social engineering, and other common threats.

  • Staff awareness sessions
  • Practical security habits
  • Role-based risk discussions
06

IT Advisory & Technology Planning

Get an experienced outside perspective before making technology, security, cloud, or process decisions.

  • Technology risk review
  • Vendor and solution guidance
  • Implementation planning
07

WISP Preparation for Tax Professionals

Customized Written Information Security Plans for tax preparers, accounting firms, Enrolled Agents, CPAs, and other professionals handling sensitive taxpayer information.

  • Customized security assessment
  • Written policies and safeguards
  • Data breach response procedures
  • Federal security requirement guidance

Learn About WISP Preparation

Who We Help

Built for organizations that need stronger security, not more complexity

DPWMS is a strong fit for organizations that depend on technology and sensitive information but do not have a large internal cybersecurity team.

Tax & Accounting Professionals

CPAs, Enrolled Agents, tax preparers, bookkeepers, and accounting firms that need practical cybersecurity guidance and WISP support.

Small & Mid-Sized Businesses

Companies that need a practical security plan and trusted technology guidance.

Financial & Professional Services

Organizations handling confidential financial, client, employee, or business records.

Healthcare & Privacy-Sensitive Organizations

Teams that need to pay close attention to access, data handling, and privacy risk.

Growing Technology-Dependent Firms

Businesses adopting cloud tools, remote work, new applications, or more connected systems.

A Clear Process

From concern to action plan

We focus first on understanding the business, then on the technology.

1

Understand

We discuss your business, current technology environment, concerns, priorities, and what needs protecting.

2

Assess

We identify meaningful security, cloud, privacy, network, and operational technology risks.

3

Prioritize

You receive practical recommendations organized by urgency, impact, and business value.

4

Improve

We help you plan next steps so the recommendations can become real improvements, not another report sitting on a shelf.

Why Businesses Trust DPWMS

Cybersecurity knowledge backed by business and technology experience.

DPW Management Services combines cybersecurity training, technology experience, project management, software quality, and practical business knowledge to help organizations reduce risk and make better technology decisions.

Google Cybersecurity Professional CertificatePMPCSMCTFLBusiness + Technology Experience
Cybersecurity

Google Cybersecurity Professional Certificate

Completed the Google Cybersecurity Professional Certificate, with practical training in security fundamentals, risk management, network security, Linux, SQL, security operations, incident detection and response, threat identification, and protection of organizational data.

PMP

Project Management Professional

Professional project management experience helps DPWMS turn security recommendations into organized, practical implementation plans with clear priorities and responsibilities.

CSM

Certified ScrumMaster

Agile project experience supports collaborative technology initiatives, continuous improvement, and practical implementation across changing business environments.

CTFL

Certified Tester Foundation Level

Software testing and quality assurance experience provides additional insight into system reliability, process weaknesses, application risk, and technology controls.

Technology & Business Experience

DPWMS brings experience across technology, financial applications, project delivery, software testing, business operations, process improvement, cybersecurity, and client advisory work.

Our approach recognizes that security controls must protect the business while allowing employees and technology systems to operate effectively.

Industries We Serve

  • Tax preparation firms
  • CPA and accounting practices
  • Enrolled Agents and independent tax professionals
  • Bookkeeping and payroll companies
  • Financial and professional service firms
  • Healthcare and privacy-sensitive organizations
  • Real estate businesses
  • Nonprofit organizations
  • Retail and e-commerce businesses
  • Small and mid-sized businesses

Selected Project Experience

  • Cybersecurity and technology risk assessments
  • Written Information Security Plan development
  • Network and system security reviews
  • Cloud and data protection reviews
  • Data privacy and digital risk assessments
  • Business continuity and backup planning
  • Technology project management
  • Software testing and quality assurance
  • Cybersecurity awareness and employee education
  • Technology and process improvement initiatives

Specialized Support for Tax Professionals

DPWMS provides specialized cybersecurity and Written Information Security Plan support for tax preparers, CPAs, Enrolled Agents, accounting firms, bookkeepers, and other professionals responsible for protecting sensitive taxpayer information.

  • Security environment assessments
  • Access control procedures
  • Password and authentication practices
  • Multi-factor authentication guidance
  • Data backup and recovery procedures
  • Vendor safeguards
  • Employee security policies
  • Incident response procedures
  • Customized WISP development
Our Approach

Practical cybersecurity, not one-size-fits-all solutions.

Every organization has a different combination of employees, systems, applications, cloud services, remote access, vendors, and sensitive information.

DPWMS evaluates those factors before making recommendations. Our goal is to identify meaningful risks, explain them in plain language, and help businesses prioritize reasonable safeguards based on their actual environment.

Cybersecurity is not only an IT issue. It is a business-risk issue. DPWMS helps business owners understand that risk and develop practical plans to protect their systems, information, operations, clients, and reputation.

What Clients Value About DPWMS

  • Clear and practical recommendations
  • Professional communication
  • Business-focused technology guidance
  • Attention to detail
  • Customized solutions
  • Responsive service
  • Understanding of both technology and business operations
Schedule a Security Conversation

Client Confidence

Professional service built around clarity and practical next steps

DPWMS focuses on clear communication, business-focused recommendations, and security guidance that clients can understand and act on. Verified client testimonials and selected case examples can be added here as they are approved for public use.

Clear CommunicationSecurity findings are explained in practical business language.
Actionable RecommendationsRecommendations are prioritized so clients know what to address first.
Business-Focused SecurityControls are considered in the context of operations, cost, and risk.
ConfidentialitySensitive business and client information is handled with appropriate care.

Start Here

Not sure what service you need?

You do not have to diagnose the problem before contacting us. Tell us what is happening, what concerns you, and what you are trying to protect.

“I am worried we could get hacked.”Start with a cybersecurity and threat assessment.
“We moved more of our work into the cloud.”Start with cloud, access, and data protection.
“We handle sensitive customer information.”Start with privacy and digital risk.
“Employees keep clicking suspicious emails.”Start with cybersecurity awareness.

Ready to reduce your technology risk?

Start with a focused conversation about your business.

Request a Consultation

Contact DPWMS

Tell us what you are trying to solve.

Use the form to describe your concern. We will use that information to determine the most appropriate next step.

Email
info@dpwms.com

Phone
631-816-5409

Location
Coram, New York 11727

Please do not submit passwords, Social Security numbers, account numbers, or other highly sensitive information through this form.