Free review · CPA & tax firms

Book your free FTC Safeguards technical security review.

A local specialist looks at your actual setup — network, backup, encryption, MFA, email, vendor coverage, and whether you have a current WISP and named Qualified Individual — and tells you in plain English where your safeguards are solid, where the gaps are, and whether you’ve crossed the 5,000-consumer threshold that triggers the heavier rules. A findings list, no sales pitch, no obligation. We never ask for client or taxpayer information.

Please don’t include any client or taxpayer information in this form. If you need to discuss specifics, we’ll do that securely on the call.

What the review covers

  • Network, backup, and ransomware-resilient recovery
  • Encryption and MFA across laptops, email, and client data
  • Access controls, logging & monitoring
  • Vendor oversight — who touches client NPI and whether it’s covered
  • Whether you have a current WISP and named Qualified Individual
  • Whether you’ve crossed the 5,000-consumer threshold

This is a technical security review of your IT environment — a findings list, not a legal, tax, or compliance audit, or a determination of your FTC Safeguards or IRS compliance status.

Prefer to call?

Reach Craig directly — happy to answer questions before you book anything.

📞 951-717-3576

Email: hello@simonsayssystems.com

Service area: Based in Menifee — remote-first, on-site across Menifee, Sun City, Murrieta, Temecula, Wildomar, Lake Elsinore when needed.

📞 Tap to call Craig — 951-717-3576