Our Mission:

Redefining The Way We Manage Security Threats.

When it comes to fighting risk and ensuring the corporate security posture, our firm has you covered!

At Riskfree Tax & Advisory, LLC, our team is managed by senior leaders with diverse backgrounds and experience in the industry. Some of our risk and internal controls experts have worked for:

• Big Four Public Accounting (Firms)

• Regional Consulting (Firms)

• Large Fortune 100 Banks

• Financial Fortune 100 Service

• Providers including retail, wholesale and asset management groups

• Insurance: Life, Health, P&C and Specialty Insurance companies

• Hospital: Large Health System, Physician Practice and Acute Care Networks

• Start-ups and Venture Capital Organizations

• Retailers

• Defense Contractor Primes and Sub-Primes manufacturing parts for the Navy, Army and DoD procurement

Organizations with 3rd party vendor risk needs

• Organizations with emerging risk, IoT and Artificial Intelligence needs

• Key Government agencies including: SSA, DOD, IG and IRS


Riskfree Tax & Advisory, LLC provides top-quality risk management consulting for different kinds of business. Whether you are a start-up or a middle-market company, we have you covered. You can always rely on our team to optimize your performance and lessen the risks you may deal with.

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Our Clients

We listen to each and every clients need, assess the situation, deploy the right resources, continuously obtain feedback on the current state, remediate, document, consult and continually mitigate on the current state to maintain risk to the most optimum level.


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Business Advisory


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ID Software


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Aerospace Manufacturer


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Military Sector


What Our Clients Say

True to their Commitment and Expansive Knowledge

The team is very true to their commitment. My office has really enjoyed working with [the company] first with doing a risk assessment of our key IT controls, significant applications and our data standards. The company not only assisted our CIO and CISO on the areas of highest risk in technology, but some overlap areas within compliance and operational risk. This led to expanded work in the governance, cyber security and sourcing space for external vendors. Thank you for the great knowledge base.

~Carrie D. B, CPA, Controller, Mid-Market

Kudos for being so Responsive.

Big kudos to the team for being so responsive. Prior to our switch from [our former IT risk management company], it would be 4-24 hours or more before I would hear back on a simple request. This would frustrate me as we are highly regulated. It is very important to have a regular ongoing relationship with our service provider.

~Nicole W, Accounting Manager, Philadelphia Manufacturer | Defense Industry

Amazing CIO Service

Amazing Service - above and beyond support and very proactive about prevention. We get CISO (Virtual Security Officer) level support and quick cyber advice on emerging risks with a phone call anytime we need it. This is essential for a small business who cannot justify a full officer role on payroll. I can't recommend this service enough.

~Evan W, Florida Medicare Supplemental Insurance Company

[The company] did "All the Heavy Lifting." for our key business processes

[The company] has been our audit liaison for all third party and SOC1 / SOC2 audits. By having an experienced security leader managing all of our key IT and Operational risk processes, we have avoided gaps (findings) 2 years in a row. This is through continuous auditing and quality assurance services in reviewing all our security provisioning tickets and our key application change control. This includes our testing, change descriptions, change advisory board (CAB), pre-and-post implementation reviews and our regression and User Acceptance Testing. We also hired the firm to test our backups and restores based on recent stories of ransomware attacks taking place at some of our competitors. We can really rest easy at night with their backup/restore process put into place by their recommendations.

~David L, CIO, Chicago Health Insurance Carrier

[The company] has been our HIPAA Privacy Consulting Firm since 2006

What we appreciate most about working with [the company] is the outstanding customer service they provide along with top notch industry knowledge. When interacting with one of the partners to one of the staff, our team always feels like we are their only customer and that no question raised is stupid. If they get frustrated dealing with us on how to improve privacy controls and monitoring in our Patient Infusion Clinics, our Rehab Centers or our Surgical Suites, they never show it. All staff is knowledgeable, responsive and courteous. We worked with several other firms prior to finding [this company] and this Firm is proven the best by far.

~Connie P, General Partner, Physician Medical Practice