Your money and your data, protected.
Specialized accounting and cybersecurity for the special needs community. You don't have to figure this out alone.
Who are you here for?
Choose a path. Each one explains what we do for your situation, in plain language.
One well-meant move can cost someone their benefits.
Most accountants never see these rules. We work with them every day, and we coordinate with your attorney and planner so money moves the right way.
A grandparent sends a birthday check straight to a grandchild on SSI.
Cash gifts can count as income and reduce that month's SSI payment. There are better ways to give.
An inheritance is left through a standard will.
SSI and Medicaid have strict asset limits. A special needs trust, set up by your attorney, can hold the money instead.
A clinic's front desk opens one convincing email.
Therapy records and insurance data are valuable to attackers. A few simple habits make a clinic a much harder target.
Your money and your data
Two specialists who share notes, so you only explain things once.
Accounting & tax
- Special needs trust tax returns and trustee reporting
- ABLE account guidance and benefit-aware tax prep
- Medical and therapy deduction planning
- Bookkeeping, payroll, and cash flow for clinics
Cybersecurity
- Security risk assessments, including HIPAA Security Rule support
- Microsoft 365 and Google Workspace security reviews
- Ransomware readiness: backups and a response plan
- Staff training on phishing, passwords, and devices
One team for your books and your data.
Books, payroll, and cash flow from Dan. Data protection and HIPAA Security Rule support from Fini. One point of contact.
We join your team. We don't replace it.
Everyone keeps their role. We make sure the tax, the numbers, and the security line up with what the others are doing.
Special needs attorney
Drafts trusts, wills, and guardianship documents
Financial planner
Investments and long-term planning
Your IT provider
Day-to-day technology and support
Meet Dan & Fini
A husband-and-wife team in Gaithersburg. Dan handles accounting and tax. Fini handles cybersecurity. You'll talk to one of us, in English or Spanish.
Read our storyYou don't have to figure this out alone.
Book a free 30-minute consult. Tell us what's going on, and we'll tell you honestly whether we can help.