FTC Safeguards Compliance · CPA & Tax Firms

Your clients trust you with their finances. The FTC requires you to protect that data.

Vulcarra helps small CPA and tax preparation firms identify exactly where they fall short of the FTC Safeguards Rule — and what to do about it. Clear findings, plain language, no IT jargon.

Request an introduction New clients by referral only · limited availability
What we do
Safeguards Gap Assessment
$1,500
We review your current setup against the nine requirements of the FTC Safeguards Rule and identify exactly where your firm has gaps. You get a plain-language written report with prioritized next steps — not a list of technical jargon.
Start here
Assessment + Security Program
$2,500
The gap assessment plus a fully written Information Security Program — the documented plan the Safeguards Rule requires every covered firm to have on file. Most small firms don't have one. This gets you compliant and covered.
Most complete
How we work
01
Plain language, not tech speak
You're an expert in tax and accounting, not cybersecurity. Everything we deliver is written for the managing partner, not an IT department.
02
Specific to your firm
No generic checklists. We review how your firm actually operates — your software, your vendors, your staff — and assess against that reality.
03
Discreet by design
We don't publish client names or findings. What we learn about your firm stays between us. Referral only — we work with a small number of clients at a time.
Get in touch

Request an introduction

If you run a CPA or tax preparation firm and want to understand where you stand on FTC Safeguards compliance, send a brief note. We respond personally and typically within one business day.

Email [email protected]
Response Within 1 business day
New clients By referral only

Your message goes directly to a person, not a queue. We'll follow up by email to arrange a conversation if there's a fit.