Case Studies

A solo tax preparer in DeKalb County had been operating for several years without a Written Information Security Plan — an IRS requirement for all tax professionals. With a preparer audit on the horizon and tax season approaching, she needed to get compliant quickly without disrupting her practice or spending weeks on paperwork.

MMIT conducted a full security assessment and onboarded her onto the Advanced plan. Within 14 days, MMIT had deployed endpoint protection and encryption on all devices, configured MFA on every account, created a custom WISP, documented FTC Safeguards controls, and delivered an audit-ready compliance file with all required records.

First Fidelity Bank was navigating a complex merger with First Bank of Alabama while simultaneously needing reliable IT support for day-to-day infrastructure — including Wi-Fi deployments, server room management, and technical guidance for managers who needed an additional perspective during a high-stakes transition.

MMIT served as a trusted on-call IT professional throughout the merger period. Support included multiple Wi-Fi deployments, server room management and documentation, and ongoing technical consultation for branch managers — providing reliable infrastructure support and a trusted second opinion when it mattered most.

Cagle Tax needed reliable IT that simply worked — especially during the high-pressure filing season when any downtime directly impacts client service and revenue. Prior to working with MMIT, unplanned IT issues were a recurring frustration that pulled attention away from client work.

MMIT implemented proactive monitoring, patch management, and endpoint protection across all firm devices. The January tax season readiness review confirmed all systems were fully operational and secure heading into peak filing months. The result: a filing season with no IT disruptions and no distractions from client service.