About TaxFort
Security plans written by someone who writes them for a living.
TaxFort is a one-person firm in Northeast Ohio. It does one thing: written information security plans for small tax and accounting offices.
The founder
Jason Breining
I write and maintain information security policy for a living, for systems where the standards are strict and every control gets audited. TaxFort brings that same discipline to small tax and accounting offices, in plain English and at a price that makes sense.
Most small offices I talk with care about their clients' information and have never had the time to write down how they protect it. The rules that require a written plan were written with banks in mind. My job is to turn them into a document that describes your office as it really is, and a short list of what to fix.
I read every plan before it goes out. If something in your answers doesn't add up, you'll hear from me, not from a form letter.
- MS, Information Security Operations Graduate degree
- CompTIA Security+ Certification
- ISC2 Certified in Cybersecurity Certification
- ITIL 4 Certification
How a plan gets made
Your answers, careful drafting and a human review.
You describe your office
A 10-minute questionnaire about your software, devices, backups, staff and vendors. It never asks for client names, Social Security numbers or tax data.
The plan is drafted
Your answers are mapped to the FTC Safeguards Rule and IRS Publications 4557 and 5708. AI writing tools help draft the plan language from your answers.
A person reviews every line
Each plan is checked against your answers before delivery. Anything unclear becomes a question to you or an item on your gap list, never a guess.
What TaxFort is
- IndependentTaxFort, LLC is a private Ohio company. It is not affiliated with the IRS or any government agency.
- FocusedWritten security plans for tax and accounting offices, and the upkeep that keeps them current.
- Held to its own standardBusiness accounts use multi-factor authentication, client folders sit in encrypted storage, and every tool that touches your information is named in the Privacy Policy.
What it isn't
- Not a law firm or CPA firmYour plan is a security compliance document. It isn't legal, tax or accounting advice.
- Not an IT providerTaxFort tells you what to fix and why. Your own IT person or vendor makes the changes.
- Not a holder of client dataWe never ask for taxpayer information, and we delete it if it's sent by mistake.
Contact
Questions are welcome.
Email support@taxfortsecurity.com. You'll get a reply from Jason, usually within one business day.
TaxFort, LLC · 38513 Chestnut Ridge Rd, Unit 257 · Elyria, OH 44035
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