Cybersecurity solutions built for tax professionals
The IRS mandates that every tax preparer protect client data with documented security controls. We provide the complete stack of solutions you need, from compliance documentation to active threat defense, so you can meet every requirement without becoming a security expert yourself.
4,000+
Tax preparers lose their PTIN annually due to security failures
$350K
Average cost of a data breach for small tax practices
90%
Of breaches in tax firms are caused by human error
Our Solutions
End-to-end security for your tax practice
Each solution is purpose-built for tax professionals and designed to satisfy IRS Publication 4557, the FTC Safeguards Rule, and state-level data protection requirements.
WISP Creation & Management
Get a professionally written, IRS-compliant Written Information Security Plan customized for your practice. We build your WISP from the ground up covering all nine required sections of IRS Publication 4557, then manage annual reviews and updates so you never fall out of compliance.
- Full IRS Publication 4557 compliance
- Customized to your practice size and workflow
- Annual review and update service
- FTC Safeguards Rule alignment
Endpoint Detection & Response (EDR/MDR)
Tax practices are prime targets for ransomware and data exfiltration. Our managed detection and response service deploys enterprise-grade endpoint protection across every workstation and server in your office, with continuous automated monitoring for threats in real time.
- Real-time threat detection and automated response
- Ransomware rollback and recovery
- Managed by certified security analysts
- Coverage for desktops, laptops, and servers
Continuous Security Monitoring
Our monitoring tools continuously watch your network, endpoints, email traffic, and cloud applications for threats. When an anomaly is detected, our team investigates and responds before it becomes a breach.
- Continuous network and endpoint monitoring
- Dark web scanning for leaked credentials
- Email threat filtering and phishing detection
- Monthly security posture reports
Security Awareness Training
Human error causes over 90% of data breaches in tax practices. Our training program educates your staff on phishing recognition, social engineering tactics, password hygiene, and secure data handling procedures. Includes simulated phishing campaigns to test readiness.
- IRS-required annual security training
- Simulated phishing attack campaigns
- Role-specific training modules for tax staff
- Tracked completion and compliance reporting
Compliance Consulting
Navigating IRS Publication 4557, the FTC Safeguards Rule, and state-level data protection regulations can be overwhelming. Our compliance consultants assess your current security posture, identify gaps, build a remediation roadmap, and guide you through implementation.
- Gap analysis against IRS and FTC requirements
- Remediation roadmap with prioritized actions
- PTIN renewal documentation support
- State data protection law compliance review
Incident Response Planning
If a breach occurs, the clock starts ticking immediately. Having a documented incident response plan is not just an IRS requirement; it determines whether your practice survives the event. We build your plan, train your team on it, and stand ready to execute it alongside you.
- Custom incident response playbook
- IRS and state notification procedure templates
- Tabletop exercise and breach simulation
- On-call incident response support
Why Bellator
Built specifically for tax practices
Generic IT providers do not understand IRS compliance requirements. We specialize in cybersecurity for tax professionals and financial services firms.
Start with a free security assessment
Our team will evaluate your current security posture, identify compliance gaps, and deliver a prioritized action plan, all at no cost and with no obligation.
Schedule Free Assessment