Trusted IT & security partner for firms that can't afford to get it wrong

Technology that's built to fit your business.

Square Hole Tech Solutions delivers right-sized cybersecurity, networking, and infrastructure. We also keep accounting & tax firms compliant with the WISP requirements the IRS and FTC expect. No cookie-cutter packages. Just the pieces that fit.

Plain-English guidance Compliance-focused Small-business friendly

WISP Readiness Snapshot

What your firm needs to stay compliant

  • A written security plan tailored to your practice
  • Safeguards mapped to the FTC Safeguards Rule
  • Staff training & an incident response plan
  • Annual review to keep it current
Free scoping callNo obligation, no jargon Learn more
For accounting & tax firms

Does your firm have a WISP? If you handle taxpayer data, you're required to.

Under the FTC Safeguards Rule and IRS guidance (Publications 4557 & 5708), paid tax preparers and accounting firms must maintain a written information security plan. We build yours from the ground up: practical, audit-ready, and matched to how your firm actually works.

Compliance without the headache
Documentation you can hand to a reviewer
Explore WISP services
What we do

IT services sized for the way you work

From a one-time security plan to fully managed IT, we meet you where you are and grow with you. Everything below can be delivered as a project or an ongoing partnership.

WISP & Compliance

Written Information Security Plans for accounting, tax, and bookkeeping firms, built to satisfy FTC Safeguards Rule and IRS expectations.

  • Custom WISP creation & documentation
  • Risk assessment & safeguards mapping
  • Staff training & annual reviews

See WISP details

Cybersecurity

Protect your data, your clients, and your reputation with layered defenses that fit your budget and risk profile.

  • Security assessments & hardening
  • Email, endpoint & MFA rollout
  • Backup, recovery & incident response

Networking

Fast, reliable, and secure connectivity, whether you're wiring a new office or fixing the Wi-Fi that keeps dropping.

  • Wired & wireless network design
  • Firewalls, VLANs & secure remote access
  • Performance troubleshooting

Infrastructure & Cloud

Modern, resilient systems (on-prem, cloud, or hybrid) designed so you can scale without surprises.

  • Server, storage & virtualization
  • Microsoft 365 & cloud migrations
  • Business continuity planning

Managed IT

Offload the day-to-day. We keep your systems patched, monitored, and running so you can focus on clients.

  • Proactive monitoring & patching
  • Help desk & user support
  • Vendor & license management

IT Consulting & Strategy

A trusted advisor for the big decisions: technology roadmaps, budgets, and projects that actually pay off.

  • Technology assessments & roadmaps
  • Project planning & vendor selection
  • Policy & process guidance
Why Square Hole

Round-hole vendors force a fit. We shape the solution to you.

The name is the promise: your business isn't a template, so your technology shouldn't be either. We start by understanding how you actually operate, then build only what moves the needle.

Right-sized, never oversold

You get what your business needs today with room to grow, not the biggest package we can sell.

Plain-English, always

No acronym soup. We explain the why behind every recommendation so you can make confident decisions.

Security & compliance first

Whether it's a WISP or a full network rebuild, we design with your data protection obligations built in.

Responsive & local-feeling

Work directly with the people doing the work. When something breaks, you reach a human who knows your setup.

Who we help

Small firms that take data seriously

  • CPAs, tax preparers, EAs & bookkeepers
  • Professional services & small offices
  • Growing businesses without an in-house IT team
  • Anyone who's been burned by one-size-fits-all IT
Not sure where to start?We'll tell you straight. Talk to us
Who we are

Founded by an accountant and an IT pro. That's the whole point.

Most IT vendors don't understand a tax practice. Most accountants don't have time to become security experts. Square Hole exists because our founders sat on both sides of that table.

Rhett

Co-founder · Accounting & Compliance

Twenty years in accounting, with hands-on technical experience along the way. Rhett knows exactly what a filing season feels like, how client data actually moves through a practice, and what a WISP has to look like to hold up when someone asks to see it.

Thomas

Co-founder · IT & Security

Twenty years in IT and technology, from infrastructure and networking to security, backed by industry certifications across the stack. Thomas builds the systems and safeguards your plan calls for, and keeps them running after the paperwork is done.

Based in Southern California, working with firms nationwide.

How we work

A simple path from problem to peace of mind

Clear steps, no surprises. You'll always know what's happening and why.

1

Assess

We learn your business, review your systems, and identify risks and gaps. There's no charge to talk it through.

2

Plan

You get a clear, prioritized recommendation with plain-English options and honest pricing.

3

Implement

We do the work with minimal disruption, keeping you in the loop at every milestone.

4

Support

We stick around, monitoring, updating, and adjusting as your business grows and threats change.

Free resource

Not ready to talk? Grab the WISP Readiness Checklist.

A one-page, plain-English checklist of what the FTC Safeguards Rule and IRS guidance expect from a tax or accounting practice. Walk through it in ten minutes and see where your firm stands. No sales call required.

We'll send occasional practical security tips for firms like yours. Unsubscribe anytime; we never share your email.

Get in touch

Let's find the pieces that fit.

Tell us what you're dealing with: a looming WISP requirement, a security worry, or just aging tech that's holding you back. The first conversation is always free.

Based in Southern California · serving firms nationwide.

We'll get back to you within one business day. We never share your information.