IT Support Built For Accounting Firms

Predictable IT. Proven compliance. No surprises.

Specialists for CPA firms, and other regulated, security-first organizations, who need reliable systems and clear accountability.

Built by CPAs. Trusted by compliance-driven teams.

23+ Years Serving Accounting Firms
Weekend & After-Hours Tax Season Support
Compliance Support for CPA Firms

Expert IT support for the software CPA firms rely on

23+
Years in Business
100+
CPA Firms Served
95.4%
Client Satisfaction (CSAT)

Client Testimonials

What clients say after switching to Tech Advisors

Three managing partners on what changed when they replaced their old IT provider.

Coles & Bodoin, LLP
Powers & Sullivan, LLC
Waldron H. Rand & Company, P.C.

We can’t afford downtime. Tech Advisors keeps us running.

The service and response from Tech Advisors is outstanding. If we have issues, they are on top of it, and they’re proactive on the front end. We don’t experience many issues, which is exactly what we need because we can’t afford downtime. We have to be up and running constantly.

Alan LaPierre

CPA, MST, Partner

Coles & Bodoin, LLP

Coles & Bodoin, LLP logo

Secure IT that lets us focus on audits.

After a server failure, we realized one IT person wasn’t enough. Tech Advisors moved everything off our in-house servers and gave us peace of mind. They keep us trained, protected, and ready against threats like ransomware. It’s a great value that lets us focus on our audits.

Renee Davis

Partner, CPA

Powers & Sullivan, LLC

Powers & Sullivan, LLC logo

Specialized IT for CPAs with unmatched industry knowledge.

Tech Advisors specializes in the accounting industry, which has been invaluable to us. Their responsiveness, consulting expertise, and deep understanding of CPA firm technology make them an essential partner. We handle highly sensitive information, and we rely on them to keep it secure.

Matthew Dlugasch

CPA, MST, Shareholder

Waldron H. Rand & Company, P.C.

Waldron H. Rand & Company, P.C. logo
Get Your Free IT Assessment

Predictable fixed-monthly pricing. No obligation. 15-minute call.

Our Process

How We Work: Planned, Low-Disruption Transitions

We've transitioned over 100 CPA firms without disrupting tax season. Here's how the process works, phase by phase.

1
Phase 1

Discovery & Assessment

We learn your firm: software, security, compliance, and where it actually hurts.

  • Free 1-hour assessment
  • Vulnerability scan
  • Compliance gap review
  • No-obligation report
2
Phase 2

Custom Migration Plan

A transition plan built around your firm size, software, and tax-season calendar.

  • Phased roadmap
  • Vendor handoff coordinated
  • Pricing & SLA locked in
  • Risks identified upfront
3
Phase 3

Planned, Low-Disruption Transition

We plan migrations carefully and, when required, work nights and weekends to minimize disruption and protect billable time.

  • Account access secured
  • Security agents deployed
  • Assets documented
  • Team intros + kickoff call
4
Ongoing

Active Management

We run your IT in the background. You focus on clients.

  • 24/7 monitoring & helpdesk
  • Tax-season weekend coverage
  • Monthly security reviews
  • Quarterly strategic reviews
Start with a Free IT Assessment

No obligation. 1 hour. Real findings, in writing.

Case Studies

Case studies, coming soon.

We're putting together real stories about the accounting and finance firms we work with and the IT and security work we do for them. Check back soon to read them.

See what's coming
Coming Soon

A closer look at how we help.

This is where detailed client stories will live — what brought a firm to us, what we put in place, and the difference it made. We're working on the first ones now.

Who We Serve

Tax PreparationAudit & AssuranceWealth ManagementForensic AccountingBookkeepingPayroll ServicesM&A AdvisoryOutsourced CFOs

Featured Client Story

Why CPA firms rely on Tech Advisors for IT

Featured Client
Gorton & Company

CPA Firm · Client Since 2010

They understand our business like no one else.

“Given Kevin's and Konrad's previous background as CPAs, I know they have an innate understanding of our business. Their industry knowledge means that they are already familiar with the software our firm is using and are able to help us immediately whenever we need support. Additionally, they know what needs to happen to make sure our company — and our clients — are protected from cybersecurity threats. Working with Tech Advisors provides a level of reassurance I have never felt with any other technology company.”

Bob Gorton

President · Gorton & Company CPA

Your Tech Stack

We support your software.

From tax engines to practice management, we support the platforms accounting and finance firms run every day — not from a manual, but from years of hands-on work.

Meet the Team Behind Your New IT Strategy

Konrad and Kevin Martin aren't just IT guys. They're former practicing CPAs who built an MSP because they couldn't find one that understood accounting software.

Ready for Calmer Tax Seasons?

Schedule a 15-minute consultation to see if we're a fit. Predictable fixed-monthly pricing. No obligation to schedule.

Your information is secure and will never be shared.

Not ready to talk?

Take our 2-minute IT Security Assessment and get a personalized score for your firm. No email required.

Take the IT Assessment Quiz

Direct Contact

Call Us Directly

(508) 356-5565

Email Support

info@tech-adv.com

Response Time

We typically respond within one business day.

Call UsFree Assessment