The IRS expects a written plan
Tax professionals should understand their responsibilities for protecting taxpayer information and maintaining a written security plan where required.
Silicon Valley & the San Francisco Bay Area
IT services for CPA and tax firms in Silicon Valley and the Bay Area
CMIT Solutions Silicon Valley helps CPA and tax practices protect client information, support tax and practice software, and prepare their systems for busy filing periods.
Ready for tax seasonProactive IT support and practical safeguards for sensitive taxpayer information.
Established in 2009Serving businesses across the Bay Area- 24/7 monitoring and supportFor managed services clients
- Security and compliance supportTechnical controls and documentation
- 250+ CMIT locationsBacked by 900+ technology practitioners
What does managed IT for CPA and tax firms include?
Managed IT for a CPA or tax practice can include monitoring and help desk support, technical support for tax and practice applications, safeguards that support your written information security plan, multi-factor authentication, secure client document sharing, access management, incident response planning and tested backups.
The challenge
What makes IT different for CPA and tax firms
Tax practices handle highly sensitive records and hard deadlines. Security, reliable systems and a response plan all matter.
Filing season brings pressure
Phishing, account takeovers and urgent support requests can hit when staff are busiest.
Client records are sensitive
Tax returns can contain Social Security numbers, financial records, bank information and identity details.
Downtime affects deadlines
Slow applications, unavailable files or compromised accounts can interrupt client work and filing schedules.
Our approach
We start with your business risk, not your technology
Before recommending tools, we review how your firm works, what information it handles, where access is granted and how operations would be affected by an outage or security incident.
What's really at stakeA security incident during filing season can delay work, expose confidential client information and create time-consuming recovery tasks.
"We strive to be the trusted technology advisor for our clients."CMIT Solutions Silicon Valley
- Identify technical risks affecting devices, accounts, email and backups
- Prioritize improvements in clear language
- Review safeguards relevant to your firm's WISP and insurer requirements
- Plan monitoring, response and recovery before a problem happens
Why clients choose us
IT that becomes part of your strategy
We understand your business
Our leadership learns your business structure and goals first, so IT becomes part of your strategy instead of an afterthought.
Enterprise-level partners
Access to enterprise-grade partners and products through the CMIT Solutions network of 300+ locations and 900+ professionals.
Quality at an affordable price
High-quality, proactive service at a predictable monthly price that fits organizations with 5 to 200 users.
Services
Managed IT built around your work
One technology partner for support, safeguards, applications, backup and recovery.
WISP and Safeguards Rule support
Technical review and documentation to support your information security program.
- Review of existing controls and gaps
- Support for IRS Publication 4557 guidance
- Technical safeguards and periodic review
Tax and practice software
Help maintain reliable systems for tax preparation and everyday practice management.
- Workstation, network and access troubleshooting
- Software update planning
- Vendor coordination for supported products
Cybersecurity for client data
Layered protection for devices, identities, email and cloud applications.
- Multi-factor authentication and access controls
- Endpoint protection and monitoring
- Security awareness and incident planning
Managed IT and tax-season readiness
Proactive monitoring, help desk and maintenance throughout the year.
- 24/7 monitoring for managed services clients
- Support planning around filing deadlines
- Technology reviews and vendor coordination
Backup and recovery
Keep client and practice records protected and recoverable.
- Backup strategy and monitoring
- Restore testing
- Business continuity and recovery planning
Secure file sharing and collaboration
Help staff use approved tools to handle sensitive client documents.
- Secure client portal and file-sharing setup guidance
- Email and collaboration access controls
- Staff account onboarding and offboarding
Included in every plan
Multi-layered security from day one
Every managed IT plan includes these protections, so the basics are covered.
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EDREndpoint detection and response on every device
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Email securityFiltering for phishing, malware and impersonation
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DNS filteringBlocks malicious and unwanted websites
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Access managementControlled accounts, permissions and directories
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Backup validationBackups checked so restores actually work
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Disaster recovery planA written plan to get you running again
EDREndpoint detection and response on every device
Email securityFiltering for phishing, malware and impersonation
DNS filteringBlocks malicious and unwanted websites
Access managementControlled accounts, permissions and directories
Backup validationBackups checked so restores actually work
Disaster recovery planA written plan to get you running again
Compliance
The rules your IT may need to support
Your firm is responsible for determining which requirements apply. We can help implement technical safeguards and organize supporting documentation for your security program.
| Standard or requirement | What it may require | Technical support that may help |
|---|---|---|
| FTC Safeguards Rule (16 CFR Part 314) | Covered financial institutions need an information security program with safeguards based on risk and applicable requirements. | Risk review, access controls, multi-factor authentication, monitoring and incident-response planning as appropriate. |
| IRS Publication 4557 | Guidance for protecting taxpayer data, including a written information security plan where applicable. | Technical safeguards, documentation of controls, backup planning and review of identified gaps. |
| California Civil Code § 1798.82 | California breach-notification requirements may apply when qualifying personal information is acquired, or reasonably believed to have been acquired, by an unauthorized person. | Incident-response planning, logging, technical safeguards and support for response documentation. |
Applicability depends on your firm's services, customers, records and circumstances. CMIT Solutions can support technical controls and documentation; it does not provide legal advice or certify regulatory compliance.
Secure AIUse AI without putting client data at risk
AI may help with approved drafting and internal workflows, but tax returns and client financial information need clear handling rules. We can help your firm assess AI use cases, access controls and data policies before adopting new tools.
Success stories
View all case studiesHow CMIT helps accounting and professional firms
Examples from organizations supported by the CMIT Solutions network. These are network case studies, not claims about local Silicon Valley clients.
Accounting
CPA Firm Stays Secure with Proactive IT Support
A forensic accounting firm describes the value of a proactive technology partner and responsive support.
Abo and CompanyRead case study
Accounting
Technology Helps a CPA Firm Excel at Client Service
Reliable systems and support help an accounting practice keep its client work moving.
Chicago-area CPA firmRead case study
Consulting
Consulting Firm Grows with Reliable IT Support
A consulting firm moves from reactive fixes toward more dependable technology support.
Arch BrokerageRead case study
Leadership
Meet the owners of CMIT Solutions Silicon Valley
Maitjian Welke and Todd Welke bring enterprise technology experience to businesses across the Bay Area. They co-founded CMIT Solutions Silicon Valley in 2009, combining local service with managed IT, cybersecurity, consulting and compliance support.
Maitjian Welke, Founder and Co-OwnerMaitjian co-founded CMIT Solutions Silicon Valley with Todd Welke in 2009 and brings extensive technology experience across IT infrastructure, cybersecurity, consulting and strategic technology guidance.
Todd Welke, Co-OwnerTodd co-owns the Silicon Valley operation serving Southwest Silicon Valley, Greater Palo Alto and Pleasanton, supporting Bay Area businesses with managed IT and technology guidance.
- Established 2009
- 20+ years in technology
- 250+ CMIT locations
- 900+ technology practitioners
- 900 East Hamilton, Suite 100, Campbell, CA 95008
- (408) 872-1577
- sales@cmitswsv.com
CMIT Solutions Silicon Valley has served growing and emerging businesses in the Bay Area since 2009.
Local service is backed by more than 250 CMIT locations and 900 technology practitioners.
A Silicon Valley team combines regional service with resources from the wider CMIT network.
Hear from us
Local service, national strength
- Leadership that understands your business structure and goals
- Enterprise-level partners and products through the CMIT Solutions network
- High-quality service at an affordable, predictable price
- Serving San Jose, Campbell, Palo Alto, Stanford, Menlo Park, Redwood City, Pleasanton and surrounding Bay Area communities
Getting started
How we onboard your organization
Changes are scheduled around your busiest hours so work keeps moving.
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Risk assessment
We learn your business and measure your exposure.
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Plan
A written, prioritized roadmap in plain language.
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Onboarding
Changes made outside your busiest hours, with clear communication.
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Managed operations
Monitoring, help desk and regular business reviews.
FAQs
CPA & tax firms IT questions, answered
Clear answers to common questions about securing tax data, keeping systems reliable and preparing for filing deadlines.
Still have a question?
Talk to the Silicon Valley team about your firm's technology, security and support needs.
Ask our teamor call (408) 872-1577Can you help us create and maintain a WISP?
We can review your environment, document relevant technical safeguards, identify gaps and help implement controls that support your written information security plan. Your firm should verify the plan against applicable requirements and its own risk assessment.
Do you support our tax preparation software?
We can help troubleshoot supported workstations, networks, updates and access issues affecting commonly used tax and practice-management software. Compatibility and vendor-specific support depend on the product and environment.
What does support look like during tax season?
We can plan coverage around filing deadlines, review recurring issues before peak periods and agree on escalation and response expectations in advance. Specific service levels depend on the service agreement.
How can we share tax documents securely with clients?
We can help assess secure client portals, encrypted file sharing, email protections and access controls so staff have a safer alternative to sending sensitive returns as ordinary attachments.
How is managed IT pricing structured?
Pricing depends on your users, devices, applications, security needs and the level of support required. The recommended scope, responsibilities and fees should be confirmed in writing after an assessment.
What happens during the free business risk assessment?
The assessment can review your network, devices, backups, Microsoft 365 setup and current security controls, then identify risks and prioritize practical next steps. Findings and scope are confirmed with the local team.
Can you help with cyber insurance requirements?
We can review relevant insurer requirements and help implement technical controls such as multi-factor authentication, endpoint protection, tested backups, security training and supporting documentation.
Is support available outside normal business hours?
CMIT Solutions Silicon Valley advertises 24/7 help desk support and system monitoring for managed services clients. On-site arrangements and response expectations depend on the issue and service agreement.
Which areas do you serve?
CMIT Solutions Silicon Valley serves businesses in San Jose, Campbell, Palo Alto, Stanford, Menlo Park, Redwood City, Pleasanton and surrounding Bay Area communities. The local office is at 900 East Hamilton, Suite 100, Campbell, CA 95008.
Free business risk assessment
Know your risk. Protect your business.
Find out where your organization is exposed and exactly what it would take to protect it, in plain language.
- Where you're exposed, explained without tech jargon
- The likely financial impact of downtime or a breach
- Compliance and cyber insurance requirements that apply to you
- A prioritized plan for what to fix first
Prefer to talk?(408) 872-1577
Visit us900 East Hamilton, Suite 100, Campbell, CA 95008
Short on time?Take the 2-minute risk self-assessment