For tax & CPA firms · Phoenix, Arizona

Your tax firm’s required written security plan, done in two weeks.

A plain-English WISP built to address the FTC Safeguards Rule and IRS Publication 4557 — written with you, owned by your firm. Founded and run by a U.S. Marine Corps veteran.

  • U.S. Marine Corps Veteran-Owned
  • SAM.gov Registered
  • CAGE 24N99
Illustration of a security shield with a padlock and connected network nodes
What we do

IT, security, and private AI — under one accountable partner

Managed IT & Network

Flat-rate Microsoft 365 administration, monitoring, and support, plus business networks, Wi-Fi, servers, and integration — designed, tested, and documented.

Cybersecurity & Backup

MFA, least privilege, firewall and endpoint protection, and security policies. Backups are monitored and restore-tested, with written recovery runbooks.

Private / On-Prem AI

A private assistant that helps authorized staff find answers in your approved documents — your data stays under your control.

AI assists your team; it doesn’t replace legal, medical, accounting, or compliance judgment.

CMMC / NIST 800-171 Readiness Support

Readiness reviews, remediation planning, secure segmentation, and documentation support for defense contractors.

Readiness support only — we do not perform CMMC certification assessments.

Ways to get started

Founding-client offer (limited): $300 IT & Security Checkup (30-day credit still applies) and $950 WISP for the first 3 tax/CPA firms. Standard prices apply otherwise.

IT & Security Checkup

A mostly remote review of MFA, backups, access, Microsoft 365 / Google Workspace settings, and updates & encryption — with a plain-English report of fixes ranked by priority.

$300–$500 flat fee, credited toward a project or managed plan started within 30 days.

WISP & FTC Safeguards Security Plan

The FTC Safeguards Rule requires tax preparers to keep a written information security plan. We build it with you in plain English, and your firm owns it. Fixing gaps is quoted separately.

$950 founding price (first 3 tax/CPA firms) · standard $1,200–$2,500 · Details

CMMC Level 1 Readiness Support New

A gap check of the 15 FAR 52.204-21 / CMMC Level 1 practices for small DoD subcontractors, with a written findings report and help preparing your self-assessment and SPRS affirmation.

$300–$500 flat fee

Readiness support; we don’t guarantee a score or outcome.

How engagements work

  1. Discover

    Free consultation on your goals.

  2. Assess

    Clear, prioritized findings.

  3. Implement

    Written scope, tested, documented.

  4. Support

    Monitoring and quarterly reviews.

Who we serve & why us

Built for firms that handle sensitive information

Tax and CPA firms first — plus other small offices and government contractors.

Marine Corps discipline

Founded and run by a U.S. Marine Corps veteran — mission focus and follow-through.

Security-first by design

MFA, least privilege, segmentation, logging, and tested backups are built in.

Direct, documented, accountable

You work directly with the owner, with written scope, response times, and change control.

Local to Phoenix

Secure remote support day to day, on-site for installs and assessments.

Federal & government

Ready to team, subcontract, and support

  • SAM.gov: Active · UEI QHPNM5AUCFU9 · CAGE 24N99
  • Veteran-owned and service-disabled veteran-owned · SBA VetCert (VOSB/SDVOSB) application pending.
  • NAICS: 541512 (primary), 541513, 541511, 541519, 541690, 518210
  • PSC: DA01, DJ01, DC01, DE01, DG01, DD01, DF01, DH01
About the founder

Meet David Lee Ingles

David Lee Ingles served in the U.S. Marine Corps from 2010 to 2014 and was honorably discharged. A service-disabled veteran, he founded Veteran Pushing Forward LLC in Phoenix to bring Marine Corps discipline and accountability to small-business technology, starting with tax and CPA firms. He completed coursework at New Horizons in Tempe in Security+ and Network+ foundations, Microsoft systems administration, and Cisco networking. The company is owner-operated: every client works directly with David.

Not sure where to start?

Book a free 20-minute call — no obligation.

Book a 20-min call
Contact

Schedule a free consultation

Tell us a little about your organization and what you need. David will reply within one business day.

Contact David directly

Email david.ingles@veteranpushingforward.com
or call (602) 456-0961.

A reply within one business day.

Send us a message

Your message is delivered to David by email through our form provider. Please don’t include passwords or other sensitive data. Prefer to talk? Call (602) 456-0961.