IRS Compliance Warning
Most CPA Firms Have Gaps
in Their WISP.
Most Don’t Know It.
We’ll audit your Written Information Security Plan against current IRS standards and send you a plain-English gap report — free, within 2 business days.
No cost. No obligation.
Results in 48 hours
20+ years on the Eastern Shore
We know CPA software
Results in 48 hours
20+ years on the Eastern Shore
We know CPA software
Request Your Free WISP Report
Takes 60 seconds. We’ll do the rest.
Your information is never shared or sold.
What’s Included
This Isn’t a Vague “Consultation.”
Here’s Exactly What You Get.
Here’s Exactly What You Get.
We built this because most CPA firms we assess have 3–5 significant compliance gaps — and most were completely unaware. You deserve to know where you stand.
1
Written WISP Review
We compare your current plan against IRS Rev. Proc. 2021-9 and FTC Safeguards Rule requirements — line by line.
2
Specific Gap List
Not generic advice. A precise list of the sections where your plan falls short — with the exact requirement cited.
3
Priority Action List
What to fix first, what can wait, and what’s a quick win you can handle today — ranked by risk level.
4
Free 30-Minute Walkthrough
We walk through your results on a call. Plain English, no upsell pressure. You’ll leave knowing exactly where you stand.
Total value: $500. Your cost: $0. — We offer this because most firms we assess become long-term clients. The rest still walk away better protected.
Why This Matters Now
What We See at CPA Firms
on the Eastern Shore — Constantly
on the Eastern Shore — Constantly
WISP That Hasn’t Been Touched in Years
Most were copy-pasted from a template. The IRS doesn’t accept “we had one on file.” It needs to be current, accurate, and enforced.
FTC Safeguards Fines Start at $100,000
The FTC’s updated Safeguards Rule applies to tax preparers. Non-compliance isn’t just an IRS issue — it’s a federal regulatory risk.
Data in the Wrong Places
Client returns emailed as unencrypted PDFs. Sensitive files in personal Dropbox. Passwords shared in a group text. All WISP violations.
Tax Season Is Not the Time to Find Out
A data breach or IRS inquiry during April crunch can cost you clients, your reputation, and in the worst case — your license.
What CPA Firms on the Shore Say
Real Firms. Real Results.
★★★★★
“OmniTechPro has been a reliable partner for our accounting firm. They’re responsive, easy to work with, and they understand that during busy season, downtime isn’t an option.”
Candace Pianka, Owner
TMC Accounting & Business Services
★★★★★
“Omnitech is always just a phone call or email away. They respond quickly and understand that when our business is at its busiest, speed is of utmost importance.”
Tammy Simpson
Trilogy Financial Services
★★★★★
“As a financial services firm, we need IT support we can count on — especially during tax season. Having a local team that understands our business makes all the difference.”
Corey Boerner
Balanced Financial Services
Don’t Wait on This
Know Where You Stand Before
Your Next IRS Filing.
Your Next IRS Filing.
The assessment is free. The call is free. The gap report is yours to keep — whether you become a client or not. We’re in Salisbury. If something serious comes up, we can be on-site the same day.
📍 OmniTechPro · Salisbury, MD · 410-219-2695 · Serving CPA firms across the Eastern Shore
