Protect your Clients.
Grow your business.
You’re required by law to have a Written Information Security Plan (WISP) if you prepare tax returns. We make compliance easy—while giving you the tools to scale your tax business with confidence.
Stay Compliant. Stay Secure.
Federal law requires every tax professional to have a Written Information Security Plan (WISP)—but most don’t even know where to start. We make compliance simple, stress-free, and built for your business.
Protect sensitive taxpayer data and stay ahead of cyber threats.
- Understand IRS and FTC WISP requirements—without all the legal jargon.
- Get a professionally written, audit-ready WISP tailored to your office.
- Train your team on proper data handling and cybersecurity protocols.
- Secure your systems with cloud storage, firewall setup, and more.
Stand Out & Grow Faster.
Marketing your tax business shouldn’t feel like guesswork. We help you create a digital presence that builds trust and attracts ideal clients—without wasting time or money.
Put your tax office on the map and grow with confidence.
- Make booking easy with built-in scheduling software so clients can set appointments anytime.
- Set up and optimize your social media profiles for local visibility.
- Get a custom website built to showcase your services and generate leads.
- Access ongoing marketing support designed specifically for tax professionals.
We Understand Your Concerns
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Get a WISP to Stay Compliant
Create a Written Information Security Plan that’s IRS- and FTC-compliant—built specifically for tax professionals like you.
Work With Bilingual Experts
Talk to real people who understand your industry—our team supports you in English and Spanish.
Build a Business, Not Just a Job
Gain access to tools that help you grow your online presence, streamline client communication, and attract more leads.
Secure Your Tech Setup
From cloud backups to firewalls, we make sure your office systems are protected, up-to-date, and audit-ready.
Your One Stop Shop
Helping tax professionals secure, build, and grow their business using a proven framework for success.
Cyber Security Plan
$597
per month
$6,567/year (Save $597)
Scale Your Tax Business with a Complete Marketing & Security Package. Ideal for tax pros ready to scale with a strong online presence, marketing, and advanced security features.
Includes:
- Tax Tech & Brand Starter, plus:
- Full Business Website ( $3,287.00 Value)
- Social Media Setup ( $237.00 Value )
- Google Analytics ( $597.00 Value )
-
Advanced Cybersecurity Training
( $1,497.00 Value ) -
Cloud Storage Setup & Security
( $1,197.00 Value ) - Firewall Setup & Network Security Hardening ( $1,797.00 Value )
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- Full Business Website ( $3,287.00 Value)
- Social Media Setup
- Google Analytics
- Advanced Cybersecurity Training
- Cloud Storage Setup & Security
- Firewall Setup & Network Security Hardening
Best Seller
Growth Plan
$297
per month
$3,267/year (Save $297)
Set Up Your Business for Online Success – Website, Email, & Marketing Basics. Ideal for tax pros who need compliance and a simple online presence to start attracting clients.
Includes:
- Everything in Compliance & Security Essentials, plus:
-
Professional Tax Business Website
( $1,679.00 Value) - Google My Business Set Up ( $384.00 )
- Marketing Courses ( $1,365.00 )
- Basic SEO & Website Speed Optimization ( $500.00 )
Latino Tax Pro Bronze VIP Add On
- Ask a Tax Pro ( $250.00 Value)
- Membership Plaque ( $20.00 Value)
-
10% Discount at latinotaxpro.com
- ProTaxPro Software ( $399.00 Value)
-
Continuing Education Self - Study Course (20 Hour, AFSP, or 15 Hour)
( $125.73 Value)
Standard Plan
$127
per month
$2,167/year (Save $127)
Stay IRS & FTC Compliant and Protect Your Business from Cyber Threats.
Ideal for tax professionals who need WISP compliance and ongoing cybersecurity protection.
Includes:
- Risk Evaluation
- Completed Written Information Security Plan
- Basic Domain Setup
- Business Email Setup
- Real time Dark Web Scanning:
- Dashboard for 1-5 employees.
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- Audit-proof: Annual risk and policies checkup to make sure you stay compliant.
- 1-on-1 Zoom Evaluation (custom security review for your business)
- Monthly Cybersecurity Training Videos (learn how to protect sensitive client data)
- Quarterly Security Audit Checkups (ensure continued compliance & avoid penalties)
- Digital Quarterly Magazine (industry news & security updates)
- Access to courses in Cyber Security