Tampa Bay accounting and tax firms serve retirees, military families, financial services employees, real estate investors and small businesses. For Tampa Bay accounting and tax firms, ITServices.Tech handles managed IT end to end: the help desk, cybersecurity, backup and recovery, and technology planning.
Tax work around the bay
Client lists here mix retirees and snowbirds, service members and veterans from MacDill, employees of large financial and insurance firms in Westshore and St. Petersburg, and owners of rental properties and small businesses. New Florida residents bring part-year returns from their former states.
Disaster relief and casualty losses
After the 2024 hurricanes, the IRS postponed deadlines for affected counties and many clients claimed casualty losses and insurance recoveries. That brought appraisals, insurance correspondence and repair invoices into the office. A secure portal and organized folders by client and event made the work manageable.
Your written plan under the Safeguards Rule
Tax preparers fall under the FTC Safeguards Rule and need a written information security program with a responsible coordinator; the PTIN renewal asks preparers to attest to it. IRS Publication 5708 offers a template. We supply and document the technical side, including two-step sign-in, encryption, updates and verified backups.
Remote preparers
Seasonal and remote preparers need access to tax software and client files from home. Company laptops we manage and a protected connection keep client data off personal computers.
Storm-proof operations
Keeping data copies outside the region, testing home access every summer and choosing a fallback location in advance keep fall deadlines on track when storms close the office.
IT services for Tampa accounting and tax firms
- QuickBooks and Sage support without replacing your tools
- MFA and secure remote access for tax season
- Backups and recovery for client files
- Monitoring for suspicious logins
Everything runs under one managed IT agreement, with the help desk, monitoring, patching, Microsoft 365, security and backups handled by the same team.
Software we support
We support the systems you already run, such as UltraTax CS, Lacerte, ProSeries, Drake and CCH Axcess, along with QuickBooks, Sage and client portals like SmartVault and ShareFile, without making you replace them.
Florida data rules to know
Florida’s Information Protection Act sets breach notification duties for businesses that hold personal information of Floridians.
Office hours in Tampa
Office hours for Tampa clients are Monday to Friday, 8:00 AM to 5:00 PM Eastern, in your own time zone.
Read more about IT for accounting and tax firms, managed IT services in Tampa or all IT services in Tampa.