inDinero, Pilot, Bench, Paro, 1-800Accountant - these are among the top tax preparation companies businesses depend on to ensure accurate filings, maximize deductions, and stay compliant with evolving tax regulations while optimizing financial strategy.

Best Tax Firms

619 Companies-Rankings updated: August 25, 2026

All tax firms listed on DesignRush are assessed based on professional credentials, service expertise, and verified client feedback. Some placements may be paid.

  • Modernizing Accounting, Preserving Relationships

    Modernizing Accounting, Preserving Relationships

    Platform Accounting Group is a group of experienced accounting, M&A, and marketing professionals committed to continuing your legacy after acquisition. By helping you grow your firm and make it more efficient, we can help you achieve the best possible outcome in your strategy...

    Top Services:

    • Accounting
    Location
    Salt Lake City, Utah
    Number of Employees
    100 - 249
  • We Value Your Future.

    We Value Your Future.

    At MMB, you will be part of a team approach to serving clients.Our mission is to help grow and sustain a diverse and inclusive work environment that reflects the communities we come from, the clients we serve, and the growth needed in our industry. Get to know our dedicated staff that will be serving you!...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    Rochester, New York
    Number of Employees
    100 - 249
  • Committed to Building Trust & Confidence

    Committed to Building Trust & Confidence

    EFPR Group, LLP is one of Western New York’s largest accounting and business consulting firms serving clients across the United States and around the globe. The firm is headquartered in Rochester, New York with offices in Albany, Buffalo, Corning, and Jupiter, Florida...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    Rochester, New York
    Number of Employees
    100 - 249
  • Refer, earn, & enjoy: Exciting rewards with dns accountants!

    Refer, earn, & enjoy: Exciting rewards with dns accountants!

    dns accountants is a well-reputed, award-winning accounting, tax planning and consulting services practice with a national presence across the UK...

    Top Services:

    • Accounting
    Location
    Harrow, United Kingdom
    Number of Employees
    100 - 249
  • Accounting Expertise You Can Trust

    Accounting Expertise You Can Trust

    Dewan P.N. Chopra & Co is a renowned accounting firm in India offering taxation, regulatory, audit, and advisory services. With decades of experience and a client-centric approach, the firm provides tailored solutions to national and international clients. Known for its meticulous attention to detail and...

    Top Services:

    • Accounting
    Location
    New Delhi, India
    Number of Employees
    100 - 249
  • Seeing Beyond the Numbers

    Seeing Beyond the Numbers

    WSRP is an independent member of the BDO Alliance, which is a nationwide association of independently owned accounting, consulting and service firms whose members have similar client service goals...

    Top Services:

    • Accounting
    • Cybersecurity
    Location
    Salt Lake City, Utah
    Number of Employees
    100 - 249
  • Sedulo Forensic Accountants are a team of forensic accountants across the UK specializing in both criminal and civil cases for both prosecution and defense...

    Top Services:

    • Accounting
    Location
    Manchester, United Kingdom
    Number of Employees
    100 - 249
    Portfolios Count
    1 Project Listed
  • Metro DC CPA firm and a trusted name in audit, accounting, tax, and advisory services for businesses and individuals.Consistent, dedicated team year after year. Expertise competitive with national and regional firms. An award winning firm in Fairfax, Virginia...

    Top Services:

    • Accounting
    Location
    Fairfax, Virginia
    Number of Employees
    100 - 249
  • Behind on Your Taxes? Phoenix Knight Can Help.

    Behind on Your Taxes? Phoenix Knight Can Help.

    Phoenix Knight Financial Services is a trusted partner for individuals and businesses seeking clarity and confidence in their finances. With over 20 years of experience in tax, bookkeeping, and accounting, we deliver reliable, affordable, and tailored solutions across Canada. Our proactive approach goes...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    New Westminster, Canada
    Number of Employees
    100 - 249
    Average Hourly Rate
    $50/hr
    Minimal Budget
    $1,000 - $10,000
  • KWC specializes in providing tax, audit, accounting and business advisory services for businesses, individuals, estates, trusts, non-profit organizations, and employee benefit plans. Our diverse client base served includes industries such as professional service firms, government contractors, non-profits...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Alexandria, Virginia
    Number of Employees
    100 - 249
  • ORBA is a full-service accounting, tax and business consulting firm located in downtown Chicago serving privately-held companies, individuals and not-for-profit organizations...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Chicago, Illinois
    Number of Employees
    100 - 249
    Average Hourly Rate
    $75/hr
    Minimal Budget
    $1,000 - $10,000
  • Expert Accounting, Auditing & Tax Solutions In The UAE

    Expert Accounting, Auditing & Tax Solutions In The UAE

    Cavendish Global Consultancy (CGCA Global) is a UAE-registered professional services firm offering expert accounting, auditing, tax advisory, and business setup solutions in Dubai...

    Top Services:

    • Accounting
    Location
    Dubai, United Arab Emirates
    Number of Employees
    100 - 249
    Average Hourly Rate
    $30/hr
    Minimal Budget
    $1,000 - $10,000
  • Compliance Meets Innovation: Tax Solutions Engineered for Success.

    Compliance Meets Innovation: Tax Solutions Engineered for Success.

    StenTam empowers businesses through technology-enabled, compliance-first tax solutions, helping them unlock financial incentives while maintaining rigorous compliance...

    Top Services:

    • Accounting
    Location
    Phoenix, Arizona
    Number of Employees
    100 - 249
  • A New Jersey Accounting Firm With Four Decades of Business Accounting Experience

    A New Jersey Accounting Firm With Four Decades of Business Accounting Experience

    Results speak for themselves. In the end, that is what we are all about: supporting and helping you achieve the goals you set for yourself and for your business. That’s why clients and businesses in the tri-state area have trusted the financial health of their businesses to Cg Tax, Audit & Advisory. We are...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    Tinton Falls, New Jersey
    Number of Employees
    100 - 249
  • A Better Way to Approach Your Financial Future

    A Better Way to Approach Your Financial Future

    Founded in 1983, WilkinGuttenplan is a leading accounting and advisory firm in NJ & NYC. The Firm serves a multitude of industries, including closely-held businesses, high-net-worth individuals, real estate, healthcare, international, sports and many more...

    Top Services:

    • Accounting
    Location
    New Brunswick, New Jersey
    Number of Employees
    100 - 249
  • Where Expertise Meets Excellence

    Where Expertise Meets Excellence

    We provide accounting, tax, and advisory services that are tailored to every client. It’s the personal attention we give that makes us a successful firm...

    Top Services:

    • Accounting
    Location
    Fairfield, New Jersey
    Number of Employees
    100 - 249
  • Driving Accounting Excellence

    Driving Accounting Excellence

    Kreischer Miller stands out as a premier advisory, audit, and accounting firm dedicated to the success of privately-held and family-owned businesses. Located in Philadelphia, the firm provides tailored solutions in advisory, accounting, and tax services focused on responsiveness and forward-thinking...

    Top Services:

    • Accounting
    Location
    Horsham, Pennsylvania
    Number of Employees
    100 - 249
  • Since 1968, PKF Mueller, a top 15 certified public accounting firm in the Chicago area, has provided a wide range of services including external and internal auditing, accounting, tax, business valuations, mergers and acquisitions services, employee benefits, and management consulting...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    Elgin, Illinois
    Number of Employees
    100 - 249
  • BGW CPA, PLLC provides business advisory and certified public accounting services.

    BGW CPA, PLLC provides business advisory and certified public accounting services.

    BGW CPA, PLLC provides business advisory and certified public accounting services to support the growth of private closely held businesses...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Charlotte, North Carolina
    Number of Employees
    100 - 249
  • End-to-end HR solutions For IT Sector

    End-to-end HR solutions For IT Sector

    With 15 years of providing HR solutions to nearly 95% of technology enterprises, Reco is emerging as one of the largest IT staffing providers in Vietnam's tech market...

    Top Services:

    • Staff Augmentation
    • HR Outsourcing
    • Accounting
    • Business Consulting
    • Show more
    Location
    Hanoi, Vietnam
    Number of Employees
    100 - 249
    Average Hourly Rate
    $25/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    3 Projects Listed
  • GreerWalker LLP has developed into one of the leading accounting and business advisory firms.

    GreerWalker LLP has developed into one of the leading accounting and business advisory firms.

    Founded by Charlie Greer and Kevin Walker in 1984, GreerWalker LLP has developed into one of the leading accounting and business advisory firms based in the Carolinas, with a total staff of more than 100 associates including eighteen partners...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    Charlotte, North Carolina
    Number of Employees
    100 - 249
  • Professional CPA Firm

    Professional CPA Firm

    Hughes Pittman & Gupton LLP (HPG) is a leading CPA firm headquartered and staffed in the Research Triangle Park region of North Carolina, as ranked by the Triangle Business Journal. Furthermore, Business Leader magazine ranked HPG as the fifth most successful small business in North Carolina in 2008...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    Raleigh , North Carolina
    Number of Employees
    100 - 249
  • Expert Financial Guidance

    Expert Financial Guidance

    As a large, local CPA firm, TJT has the capacity and capability to offer numerous services to our clients. We deliver audit reports, corporate tax returns, and valuable business and accounting advice year round. See less...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    Raleigh , North Carolina
    Number of Employees
    100 - 249
  • Passion for our work - One Firm, One Voice.

    Passion for our work - One Firm, One Voice.

    We are an international firm with a presence in Peru, Colombia, Ecuador, Chile, and Mexico, specializing in providing audit, financial, accounting, tax, and legal consulting services, outsourcing services, inventories, transfer pricing, and IT, among others...

    Top Services:

    • Accounting
    • Cybersecurity
    • IT Services
    • BPO
    • Business Consulting
    • Show more
    Location
    Lima, Peru
    Number of Employees
    100 - 249
    Average Hourly Rate
    $1000/hr
    Minimal Budget
    $50,000 & Up
  • Accounting Excellence

    BRC is a CPA & Advisory firm w/ offices in Greensboro, Charlotte, Raleigh, Winston-Salem, Dunn & Wilmington, NC. BRC operates as a leading CPA firm w/ top business advisors engaged in helping today’s middle market & private co, not-for-profit orgs...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Greensboro, North Carolina
    Number of Employees
    100 - 249
  • Lower Taxes, Bigger Savings

    Lower Taxes, Bigger Savings

    Tax Cutter specializes in property tax protest services across Texas, helping individuals, businesses, and organizations reduce their tax burdens. With a client-first approach, they deliver tailored, transparent, and cost-effective solutions that save clients money while ensuring a smooth, stress-free...

    Location
    Sugar Land, Texas
    Number of Employees
    100 - 249
    Average Hourly Rate
    $25/hr
    Minimal Budget
    $1,000 - $10,000
  • Accounting & Cybersecurity Experts

    Accounting & Cybersecurity Experts

    Johnson Lambert was formed in 1986 in the Washington, DC area by Larry Johnson and Debbie Lambert, Partners Emeriti. Prior to the formation of Johnson Lambert, Larry and Debbie were both affiliated with Ernst & Whinney (now EY), where they were active leaders in the firm’s insurance practice...

    Top Services:

    • Business Consulting
    • Accounting
    • Cybersecurity
    Location
    Raleigh , North Carolina
    Number of Employees
    100 - 249
  • Olsen Thielen is a full-service accounting and consulting firm

    Olsen Thielen is a full-service accounting and consulting firm

    Olsen Thielen is a full-service accounting and consulting firm, and a “Top 25” firm in Minneapolis and St. Paul, Minnesota...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Roseville, Minnesota
    Number of Employees
    100 - 249
  • Accounting & Business Advisors

    Accounting & Business Advisors

    At SDK, our primary focus is helping clients become more profitable. We are more than accountants - we are consultants and strategists, deeply involved in your business and individual needs and completely dedicated to your success...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Minneapolis, Minnesota
    Number of Employees
    100 - 249
  • Redpath and Company is a 100% employee-owned (ESOP) certified public accounting

    Redpath and Company is a 100% employee-owned (ESOP) certified public accounting

    Redpath and Company is a 100% employee-owned (ESOP) certified public accounting firm headquartered in downtown St. Paul, Minnesota...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    St. Paul, Minnesota
    Number of Employees
    100 - 249
  • Grow Your Business. Protect Your Wealth. Enjoy Your Success.

    Grow Your Business. Protect Your Wealth. Enjoy Your Success.

    DS+B provides business and individual clients the accounting, tax and advisory guidance that enables them to achieve financial goals – so each can enjoy and live for what they value most in life...

    Top Services:

    • Business Consulting
    • Accounting
    • BPO
    Location
    Minneapolis, Minnesota
    Number of Employees
    100 - 249
  • True Partners Consulting

    True Partners Consulting

    Baker Tilly USA is a privately-owned, trusted project management, tax consulting, and business advisory firm that helps public and large private enterprises navigate complex tax and financial regulations everywhere in the world...

    Top Services:

    • BPO
    • Accounting
    • HR Outsourcing
    • Business Consulting
    • IT Services
    • Show more
    Location
    Chicago, Illinois
    Number of Employees
    100 - 249
  • Bozeman Accounting Firm offering tax preparation, payroll and business accounting services. Located in the heart of Gallatin Valley, Montana...

    Top Services:

    • Accounting
    Location
    Idaho Falls, Idaho
    Number of Employees
    100 - 249
  • Challenge Creates Change

    Challenge Creates Change

    We are an IT solution consulting company dedicated to solving business challenges through a holistic approach. We deep-dive into customer problems to create customized digital and physical solutions for businesses to optimize operations and drive growth...

    Top Services:

    • IT Services
    • AI Development
    • Software Development
    • CRM Consulting
    • Managed Services
    • Show more
    Location
    Dallas, Texas
    Number of Employees
    100 - 249
    Average Hourly Rate
    $25/hr
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    8 Projects Listed
  • "Beyond Numbers, Building Success.

    "Beyond Numbers, Building Success.

    We're a Detroit-based accounting and consulting firm helping growth-driven entrepreneurial companies compete in the global marketplace. Specializing in manufacturing & distribution companies, industrial automation businesses, architect & engineering firms and businesses expanding to and from the U.S. Check...

    Top Services:

    • Accounting
    • Business Consulting
    • IT Services
    • Cybersecurity
    • eCommerce Development
    • Show more
    Location
    Southfield, Michigan
    Number of Employees
    100 - 249
  • Whittlesey is the largest regional CPA and IT consulting firm in New England. With offices in Hartford, CT, Hamden, CT, and Holyoke, MA, we provide a comprehensive array of advisory, assurance, tax, and technology services...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Hartford, Connecticut
    Number of Employees
    100 - 249
  • Excellence in Accounting, Commitment to People.

    Excellence in Accounting, Commitment to People.

    Delap is a large Oregon public accounting firm committed to helping clients manage, grow, and protect their businesses and wealth through financial complexities...

    Top Services:

    • IT Services
    • Cybersecurity
    • Accounting
    Location
    Lake Oswego, Oregon
    Number of Employees
    100 - 249
  • Professionalism. Expertise. Excellence.

    Professionalism. Expertise. Excellence.

    UBL Group is a leading accounting firm based in Dubai, offering comprehensive accounting, taxation, auditing, and management consulting services. With a team of highly skilled professionals, UBL Group provides cost-effective and reliable solutions tailored to unique client needs. From value-added tax (VAT)...

    Top Services:

    • Accounting
    Location
    Dubai, United Arab Emirates
    Number of Employees
    100 - 249
  • Konnect Books and Taxes

    Konnect Books and Taxes

    We are a Bookkeeping, Taxation & Advisory firm, that has catered to companies globally. We work with various industries including Real Estate, Health-care, Technology, Hospitality, e-Commerce & the Retail sector, with best in class Functional Consultants, Subject Matter Experts & Technologies. We believe that...

    Top Services:

    • Accounting
    • BPO
    Location
    Pune, India
    Number of Employees
    100 - 249
    Average Hourly Rate
    $12/hr
  • The CPA and Advisory Firm Designed to Lead You

    The CPA and Advisory Firm Designed to Lead You

    At Maxwell Locke & Ritter, we've built our business to address your key milestones. and every moment. Our team provides tax, audit, risk assurance, and transaction advisory services to help achieve your goals. We offer strategic vision and thoughtful advice to navigate today's marketplace...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Austin, Texas
    Number of Employees
    100 - 249
    Minimal Budget
    $1,000 - $10,000
  • Wegner CPAs is about people – our clients, our employees, our community. Our professionals guide individuals, businesses and nonprofits with personal service, education, and knowledge. We listen, research, advise, and implement solutions to guide you on a path to succeed in today’s complex economic...

    Top Services:

    • Accounting
    Location
    Madison, Wisconsin
    Number of Employees
    100 - 249
  • Streamlining Your Financial Management

    Streamlining Your Financial Management

    KRD provides comprehensive accounting services, including tax, audit, assurance, consulting, and wealth planning for high-net-worth individuals and businesses in Chicago, Illinois. With four decades of experience, KRD delivers personalized, strategic financial solutions tailored to clients' diverse business...

    Top Services:

    • Accounting
    Location
    Schaumburg, Illinois
    Number of Employees
    100 - 249
    Average Hourly Rate
    $149/hr
    Minimal Budget
    $1,000 - $10,000
  • Integrity. Discipline. Expertise.

    Integrity. Discipline. Expertise.

    PK Group is a leading London-based firm specializing in accounting, tax advisory, financial planning, and investment management. With over 20 years of experience, the firm provides tailored financial solutions for individuals and businesses. PK Group's expert team helps clients achieve their financial goals...

    Top Services:

    • Accounting
    Location
    Richmond, United Kingdom
    Number of Employees
    100 - 249
  • More Profits, Less stress, Ledger Labs

    More Profits, Less stress, Ledger Labs

    An outsourced accounting and bookkeeping firm with super-strong foundations built by over 12 years of expertise and experience...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    New York City, New York
    Number of Employees
    100 - 249
    Average Hourly Rate
    $60/hr
    Minimal Budget
    $10,000 - $25,000
  • Your Trusted Outsourced Staffing Agency & Recruitment Partner

    Your Trusted Outsourced Staffing Agency & Recruitment Partner

    Global Staff Network is an Australian-owned offshore staffing partner that helps businesses build reliable remote teams in the Philippines. They support growth with tailored recruitment, payroll, IT support, and managed offshore staffing across construction, admin, finance, marketing, tech, and real estate...

    Top Services:

    • Accounting
    • Web Development
    • Video Production
    • Graphic Design
    • SEO
    • Show more
    Location
    Davao City, Philippines
    Number of Employees
    100 - 249
    Average Hourly Rate
    $9/hr
  • Your Trusted Accountants

    Your Trusted Accountants

    We are a CPA firm with offices in Tucson, Phoenix and Flagstaff, specializing in governmental and nonprofit entities...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Tucson, Arizona
    Number of Employees
    100 - 249
  • Modern Accounting Built To Grow Your Business

    Modern Accounting Built To Grow Your Business

    Hiline offers bookkeeping, tax, and payroll services for small businesses, providing tailored financial solutions to streamline operations and support growth...

    Top Services:

    • Accounting
    • HR Outsourcing
    • BPO
    Location
    Syracuse, New York
    Number of Employees
    100 - 249
    Average Hourly Rate
    $1/hr
  • Let's Grow Together

    Let's Grow Together

    NCRI began 13 years ago in a two-man shop working on AR for small companies. With a lot of hard work and earned reputation, the word of mouth spread and thereon we expanded from our one office in Mississauga to three multiple locations within Canada. With 80+ years of combined management experience and...

    Top Services:

    • BPO
    • SEO
    • PPC
    • Content Marketing
    • Email Marketing
    • Show more
    Location
    Mississauga, Canada
    Number of Employees
    100 - 249
    Average Hourly Rate
    $8/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed
  • Hall Chadwick Melbourne is a leading chartered accounting firm offering clients expert advice and a comprehensive range of accounting, audit, tax and advisory services...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Melbourne, Australia
    Number of Employees
    100 - 249
  • Latin Americas leading provider of integrated legal, accounting & recruitment services

    Latin Americas leading provider of integrated legal, accounting & recruitment services

    Established in 2014, the Biz Latin Hub Group emerged with a mission to assist both local and international enterprises engaged in global business endeavors. Our comprehensive and seamlessly integrated range of back-office solutions encompasses everything from company establishment, accounting, and taxation to...

    Top Services:

    • HR Outsourcing
    • BPO
    • Accounting
    • Business Consulting
    • Show more
    Location
    Bogota, Colombia
    Number of Employees
    100 - 249
    Average Hourly Rate
    $175/hr
    Minimal Budget
    $10,000 - $25,000

5 Frequently Asked Questions About Tax Companies

What is the difference between a tax preparation company and a CPA?

The main difference is scope. Tax preparation companies prepare and file returns, while Certified Public Accountants (CPAs) provide deeper financial guidance and long-term tax strategy. 

FactorTax preparation companyCPA
Main rolePrepares and files tax returnsProvides tax and financial expertise
ServicesTax return preparationTax planning, accounting, audits
TrainingVaries by preparerLicensed accounting professional
Complexity handledSimple to moderate tax preparationComplex taxes and business finances
RepresentationLimited ability with tax authoritiesCan represent clients
Typical clientsIndividuals, small businessesBusinesses, high-income individuals

How do tax firms typically charge?

Tax companies usually charge either a flat fee or an hourly rate. Most simple individual returns cost about $200 to $300, while more complex returns often run from $300 to $800. 

Pricing modelTypical costHow it worksBest for
Flat fee$200 to $300 for simple returnsOne set price for the returnSimple personal taxes
Flat fee for complex return$300 to $800Higher fixed price based on forms and complexity Itemized deductions, self-employment, investments 
Hourly rate$100 to $200You pay for the time spent on the workComplex or unclear cases
State return add-on$50 to $150Extra charge for filing state taxes Federal + state filling
Amendment or revision$50 to $300Extra charge to fix or update a filed returnCorrected returns

Tax companies usually raise prices when returns become more complex. Multiple income sources, self-employment, rental property, investments, and business filings all increase the cost. Large firms, CPAs, and firms in high-cost cities also tend to charge more. 

Can tax companies represent me in an audit?

No. Only certain licensed tax professionals can represent you in a tax audit. 

Professional Can represent you in an auditNotes
Certified Public Accountant (CPA) YesFull representation rights before the IRS
Enrolled Agent (EA) YesFederally licensed tax specialist
Tax attorneyYesHandles complex disputes and legal cases
Tax preparation companySometimesOnly if the preparer is a CPA or EA
Unlicensed tax preparerNoCannot represent clients before the IRS

Most tax companies prepare and file tax returns, but cannot represent clients during an audit unless they employ licensed professionals such as CPAs or Enrolled Agents. Only those credentials allow full representation before the IRS. 

Do best tax companies offer Identity Protection (IP) PINs?

No. Tax companies do not issue Identity Protection PINs. 

The IRS issues the Identity Protection PIN directly to taxpayers to prevent tax fraud and identity theft. Tax companies can help you request or manage the PIN during tax filing, but they cannot generate or assign one. 

The PIN is a six-digit code that must be included when filing a tax return. It confirms your identity and prevents someone else from filing a return using your Social Security number. 

What happens if a tax company has a data breach?

Tax preparation companies must report the breach, notify clients, and take steps to stop tax fraud. 

If a tax company experiences a data breach, federal rules require immediate action to protect taxpayer information and prevent fraudulent filings. 

Required actions include: 

  • Report the breach to the IRS to help block fraudulent tax returns linked to stolen taxpayer data. 
  • Notify state tax agencies and law enforcement, such as the FBI or Secret Service. 
  • Inform affected clients that their personal or financial information may be compromised. 
  • Investigate the breach by hiring cybersecurity or forensic experts to identify how the data was accessed and stop further exposure. 

Tax preparation firms must also follow the FTC Safeguards Rule, which requires them to maintain a written security plan that protects taxpayer data. 

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