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

344 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.

  • Accounting & Business Solutions

    Accounting & Business Solutions

    E&Q Tax Accounting & Business Solutions in Hackensack NJ has been providing our clients the highest quality of personal and business income tax preparation for over 25 years...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    Hackensack, New Jersey
    Number of Employees
    Under 49
  • 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
  • Activate intelligence.

    Activate intelligence.

    Caplan Artificial (Caplan AI) is the first Balkan AI-centered communications company, delivering end-to-end business transformation through AI consulting and implementation, predictive testing, Generative Engine Optimization (GEO), Answer Engine Optimization (AEO), and company-wide AI education...

    Top Services:

    • AI Development
    • SEO
    • Reputation Management
    • Digital Strategy
    • Public Relations
    • Show more
    Location
    Zenica, Bosnia and Herzegovina
    Number of Employees
    50 - 99
    Average Hourly Rate
    $100/hr
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    1 Project Listed
  • 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
  • Delbridge Forensic provides forensic accounting services to a national client base, in all court jurisdictions, providing practical solutions in Family Law, commercial and other matters...

    Top Services:

    • Accounting
    Location
    Newcastle, Australia
    Number of Employees
    Under 49
  • 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
  • Financial Guidance That Empowers Your Business

    Financial Guidance That Empowers Your Business

    Blackman & Sloop strives to work with our clients to help them meet their goals. As a partner, we offer an insight into the issues our clients face each day. We offer proactive solutions and services for the ever-changing needs of businesses and families alike...

    Top Services:

    • Accounting
    Location
    Chapel Hill, North Carolina
    Number of Employees
    Under 49
  • Marketing That Delivers Results

    Marketing That Delivers Results

    Unipeg Media is a full-service digital marketing agency with over 8 years of experience, helping businesses grow through a combination of creative design, strategic marketing, and advanced technology solutions. The agency offers a wide range of services, including SEO, performance marketing, social media...

    Top Services:

    • Content Marketing
    • Digital Marketing
    • SEO
    • PPC
    • Advertising
    • Show more
    Location
    Faridabad, India
    Number of Employees
    50 - 99
    Average Hourly Rate
    $100/hr
    Minimal Budget
    Under $1,000
    Portfolios Count
    2 Projects Listed
  • Professional Accounting for Lasting Success

    Professional Accounting for Lasting Success

    Certified Public Accounting firm. Specializing in Tax, Accounting and Bookkeeping. We help our clients through developing tax strategies to help you or your company maximize you tax benefit...

    Top Services:

    • Accounting
    Location
    Cranford, New Jersey
    Number of Employees
    Under 49
  • 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 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
  • Accounting Done Right

    Accounting Done Right

    Whether you are managing your personal wealth or running a company ranging from a brand new venture to a mature, multi-million dollar enterprise, we know how important financial performance is to you. As your trusted advisor, we will provide personalized support and guidance to help you and your business...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Phoenix, Arizona
    Number of Employees
    Under 49
    Average Hourly Rate
    $35/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
  • Hire Filipino VAs That Actually Deliver.

    Hire Filipino VAs That Actually Deliver.

    Dedicated virtual assistants and full phone teams, matched in 3 to 5 days, managed daily by our team, and backed by a 110-Day Guarantee. You run the business. We run the team...

    Top Services:

    • BPO
    • Customer Support
    • Call Centers
    Location
    Quezon City, Philippines
    Number of Employees
    50 - 99
    Portfolios Count
    1 Project Listed
  • We are committed to providing close, personal attention to our clients and offer them direct access

    We are committed to providing close, personal attention to our clients and offer them direct access

    Over 50 years in providing valuable, quality, and timely accounting and taxation services for both the individual and business communities...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    Avon, Connecticut
    Number of Employees
    Under 49
  • Business Solutions Tailored to You

    Business Solutions Tailored to You

    Lutz is a business solutions firm for people seeking a partner to help energize and heighten financial and organizational success. Born and raised in Nebraska, our experienced team simplifies complexities and provides accounting, wealth management, recruiting, M&A and technology services. We embrace your...

    Top Services:

    • Software Development
    • HR Outsourcing
    • Accounting
    • Business Consulting
    • IT Services
    • Show more
    Location
    Omaha, Nebraska
    Number of Employees
    250 - 499
  • MMKR serves clients with creative and cost-effective business management solutions

    MMKR serves clients with creative and cost-effective business management solutions

    MMKR serves clients with creative and cost-effective business management solutions designed to help them meet their goals now and into the future...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Minneapolis, Minnesota
    Number of Employees
    Under 49
  • 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
  • You're Point of Presence in nationwide and global market.

    You're Point of Presence in nationwide and global market.

    We here at Popup provide the finest solution for your businesses in Qatar including business management, business consultancy, IT Services, Event Management Services, Print Production Services & Food & beverage services...

    Top Services:

    • Web Design
    • eCommerce Development
    • Web Development
    • Print Design
    • Digital Strategy
    • Show more
    Location
    Doha, Qatar
    Number of Employees
    Under 49
    Average Hourly Rate
    $250/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed
  • Maintain financial viability in the present while taking a proactive approach to achieve future goal

    Maintain financial viability in the present while taking a proactive approach to achieve future goal

    Buckley & Sitzman, LLP gives to all kind of tax planning and preparation services, bookkeeping and payroll, assurance and advisory to individuals and businesses...

    Top Services:

    • Accounting
    Location
    Lincoln, Nebraska
    Number of Employees
    Under 49
  • Partnerships Built on Trust and Success

    Partnerships Built on Trust and Success

    At Kim & Associates, PA, we offer a wide range of services. Throughout the years, we have been helping our clients with various business needs, from tax planning and preparation to setting up and managing the books to business development and retirement planning...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    Salisbury, Maryland
    Number of Employees
    Under 49
  • Beyond Accounting, A Partner in Success

    Beyond Accounting, A Partner in Success

    We are a group of finance and accounting professionals with various specialties; providing clients with a wide range of expertise while educating them in an understandable manner...

    Top Services:

    • Accounting
    Location
    Bozeman, Montana
    Number of Employees
    Under 49
  • Trusted Accounting & Financial Guidance Since 1976

    Trusted Accounting & Financial Guidance Since 1976

    In keeping with our overall goal of helping make clients successful, the partners and staff of Neil & Company CPAs, P.C. provide a broad range of services. Our team includes experienced accountants with a broad range of expertise, offering clients both a broad perspective and a narrow, targeted focus on the...

    Top Services:

    • Accounting
    Location
    Bozeman, Montana
    Number of Employees
    Under 49
  • "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
  • Design Develop Deliver.

    Design Develop Deliver.

    At RojrzTech. We're your partners in digital excellence. From stunning websites to powerful apps, captivating designs to top-notch SEO and SMM, we've got you covered. Lets make your online presence unforgettable...

    Top Services:

    • Web Development
    • eCommerce Development
    • Mobile App Development
    • Graphic Design
    • Logo Design
    • Show more
    Location
    Karachi, Pakistan
    Number of Employees
    Under 49
    Average Hourly Rate
    $15/hr
    Minimal Budget
    Under $1,000
  • Leading accounting, tax, audit, technology, medical billing, wealth management, and advisory firm.

    Leading accounting, tax, audit, technology, medical billing, wealth management, and advisory firm.

    Wherever possibility needs a path. Through our family of companies, we work with you to achieve your unique goals. We wake up each day excited about helping you focus on what you do best. We walk beside you, navigating challenges and opportunities. We wont overwhelm but we always strive to over-deliver...

    Top Services:

    • Accounting
    Location
    Saginaw, Michigan
    Number of Employees
    250 - 499
    Portfolios Count
    3 Projects Listed
  • We've been servicing business and individual clients since 1971. We offer bookkeeping & income tax.

    We've been servicing business and individual clients since 1971. We offer bookkeeping & income tax.

    Burch & Associates, Inc. serving business and individual and provide Bookkeeping and Income Tax services...

    Top Services:

    • Accounting
    Location
    Lincoln, Nebraska
    Number of Employees
    50 - 99
  • Big Firm Capability. Small Firm Personality.

    Big Firm Capability. Small Firm Personality.

    Wolf Financial Group LLC has established a reputation for providing exceptional advising, tax, and accounting services. Business consultation, tax preparation for both people and businesses, tax planning, accounting, payroll processing, QuickBooks setup and implementation, and tax resolution services are all...

    Top Services:

    • Accounting
    Location
    Canton, Ohio
    Number of Employees
    Under 49
  • Accounting Excellence

    Accounting Excellence

    Your Taxlady firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality...

    Top Services:

    • Accounting
    Location
    Colorado Springs, Colorado
    Number of Employees
    Under 49
  • Fractional CFO & Accounting Services

    Fractional CFO & Accounting Services

    Level10 CFO is a new spin on outsourced CFO advisory and accounting services. With an advisory-led, tech-forward approach that always puts your interests first, we brave the crucial conversations to help your business evolve and grow...

    Top Services:

    • Accounting
    • BPO
    Location
    Lakewood, Colorado
    Number of Employees
    Under 49
    Minimal Budget
    $1,000 - $10,000
  • Building Relationships. Creating Success.

    Building Relationships. Creating Success.

    In today’s complex world, privately owned companies and individuals with complex financial lives require expert financial advice and services that are only available from specialists. That’s why Albin, Randall & Bennett is organized into teams of specialists, each focused on a specific industry...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    Portland, Maine
    Number of Employees
    50 - 99
  • Accounting for Your Success

    Accounting for Your Success

    We’re a Maine CPA firm focused on “you,” the client. You are who counts here. You are who matters. It’s what we’ve been doing for 30 years and more...

    Top Services:

    • Accounting
    Location
    Portland, Maine
    Number of Employees
    50 - 99
  • Accountants in London Helping Businesses Streamline Finances

    Accountants in London Helping Businesses Streamline Finances

    Expert accounting, tax, and advisory services tailored for startups, SMEs, and growing businesses in the UK...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    London, United Kingdom
    Number of Employees
    Under 49
    Minimal Budget
    $1,000 - $10,000
  • American quality call center and outsoured services at Philippine rates

    American quality call center and outsoured services at Philippine rates

    Loop provides a pinnacle of outsourced customer support as a service, encompassing top-tier customer service, potent retention strategies, and robust sales techniques...

    Top Services:

    • Customer Support
    • Call Centers
    • Phone Answering Services
    • BPO
    • Direct Marketing
    • Show more
    Location
    Makati, Philippines
    Number of Employees
    100 - 249
    Average Hourly Rate
    $8/hr
    Portfolios Count
    3 Projects Listed
  • We believe developing relationships is the key to understanding our clients and their specific needs

    We believe developing relationships is the key to understanding our clients and their specific needs

    Katt & Associates, P.C servers greater Lincoln region providing personal service to our clients...

    Top Services:

    • Accounting
    Location
    Lincoln, Nebraska
    Number of Employees
    50 - 99
  • Simplifying Compliance And Amplifying Greatness.

    Simplifying Compliance And Amplifying Greatness.

    CKH Group, a CPA-led firm offering powerful assurance, tax, accounting, and advisory services to small businesses, global enterprises, and government entities. CKH Group also provides customized outsourcing solutions to meet your business's accounting needs...

    Top Services:

    • Accounting
    • BPO
    • Staff Augmentation
    Location
    Atlanta, Georgia
    Number of Employees
    100 - 249
    Portfolios Count
    1 Project Listed
  • Beyond Numbers, Building Success

    Beyond Numbers, Building Success

    Blue & Co., LLC is an independent accounting and advisory firm with more than 450 people in 10 offices across Indiana, Ohio,and Kentucky. With more than 50 years of experience,...

    Top Services:

    • Accounting
    • IT Services
    • Cybersecurity
    Location
    Lexington, Kentucky
    Number of Employees
    250 - 499
  • 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
  • Your Best Move Against the IRS

    Your Best Move Against the IRS

    Hamilton Tax & Accounting offers specialized tax and accounting services tailored for real estate investors, small businesses, and cryptocurrency holders. Founded by Enrolled Agent Steven C. Hamilton II, the firm combines technical expertise with firsthand industry experience to deliver proactive tax...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Grayslake, Illinois
    Number of Employees
    Under 49
    Average Hourly Rate
    $250/hr
  • Empowering Customer Experience with AI and Human Expertise-Customized Care Solutions by D3Mynds.

    Empowering Customer Experience with AI and Human Expertise-Customized Care Solutions by D3Mynds.

    Empowering Customer Experience with AI and Human Expertise-Customized Care Solutions by D3Mynds. Where AI Meets Human Touch D3Mynds Delivers Customized Customer Care Solutions for a New Era...

    Top Services:

    • BPO
    • Business Consulting
    • Call Centers
    • Phone Answering Services
    • Customer Support
    • Show more
    Location
    Delhi, India
    Number of Employees
    Under 49
    Average Hourly Rate
    $10/hr
    Minimal Budget
    Under $1,000
  • Award-winning firm.

    Award-winning firm.

    We offer a range of tailor-made services that are specially designed to respond to your business precise requirements. We see through the lengthy process of compiling and auditing your financial statements and other relevant documents and manage the entire process of your project from start to finish...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Preston, United Kingdom
    Number of Employees
    Under 49
    Average Hourly Rate
    $100/hr
    Minimal Budget
    $1,000 - $10,000
  • Render to Caesar What Is Caesars & Not One Cent More!

    Render to Caesar What Is Caesars & Not One Cent More!

    Share The Harvest Partners, LLC (formerly Clifford & Associates, LLC) takes a distinctive approach to tax preparation, investing, and retirement services, particularly as these services relate to small companies, the clergy, and nonprofits that provide assistance to those in need. You work hard with your team...

    Top Services:

    • Accounting
    Location
    Canton, Ohio
    Number of Employees
    Under 49
  • Shape Your Business Future.

    Shape Your Business Future.

    Trinity Group is a business consultancy firm dedicated to facilitating seamless business setup and expansion in the UAE...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    Dubai, United Arab Emirates
    Number of Employees
    Under 49
    Average Hourly Rate
    $50/hr
    Minimal Budget
    $1,000 - $10,000
  • KraftCPAs is one of the largest independent certified public accounting firms in Tennessee with more than 200 employees and offices in Nashville, Chattanooga, Columbia, and Lebanon...

    Top Services:

    • Accounting
    Location
    Nashville, Tennessee
    Number of Employees
    250 - 499
  • Purpose-Driven Solutions, Delivered with Excellence

    Purpose-Driven Solutions, Delivered with Excellence

    LBMC is a leading professional services provider offering financial, human resources, technology, information security, and wealth advisory services. With almost 40 years of expertise and a client-focused approach, LBMC delivers comprehensive business solutions across diverse industries...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Brentwood, Tennessee
    Number of Employees
    1000 & Up
  • Your Partner in Small Business Success Since 1966

    Your Partner in Small Business Success Since 1966

    PADGETT has been catering to the unique needs of small business owners across North America since 1966. With a comprehensive suite of services, including small business consulting advice, professional tax preparation, payroll solutions, bookkeeping, and more, we provide the support and expertise necessary for...

    Top Services:

    • HR Outsourcing
    • Accounting
    • Business Consulting
    • IT Services
    • Show more
    Location
    Athens, Georgia
    Number of Employees
    250 - 499
  • Digital Creative Agency in Barcelona.

    Digital Creative Agency in Barcelona.

    Vision Factory is a dynamic Barcelona-based company specializing in Digital Marketing, Graphic Design, Event promotion and financial analysis. Our goal is to provide efficient business solutions, contributing to your success. Discover how our Barcelona marketing agency can boost your brand...

    Top Services:

    • Branding
    • Package Design
    • Affiliate Marketing
    • SEO
    • Content Marketing
    • Show more
    Location
    Barcelona, Spain
    Number of Employees
    100 - 249
    Minimal Budget
    Under $1,000
  • 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
  • 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

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. 

Factor Tax preparation company CPA
Main role Prepares and files tax returns Provides tax and financial expertise
Services Tax return preparation Tax planning, accounting, audits
Training Varies by preparer Licensed accounting professional
Complexity handled Simple to moderate tax preparation Complex taxes and business finances
Representation Limited ability with tax authorities Can represent clients
Typical clients Individuals, small businesses Businesses, 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 model Typical cost How it works Best for
Flat fee $200 to $300 for simple returns One set price for the return Simple personal taxes
Flat fee for complex return $300 to $800 Higher fixed price based on forms and complexity  Itemized deductions, self-employment, investments 
Hourly rate $100 to $200 You pay for the time spent on the work Complex or unclear cases
State return add-on $50 to $150 Extra charge for filing state taxes  Federal + state filling
Amendment or revision $50 to $300 Extra charge to fix or update a filed return Corrected 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 audit Notes
Certified Public Accountant (CPA)  Yes Full representation rights before the IRS
Enrolled Agent (EA)  Yes Federally licensed tax specialist
Tax attorney Yes Handles complex disputes and legal cases
Tax preparation company Sometimes Only if the preparer is a CPA or EA
Unlicensed tax preparer No Cannot 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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