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 24, 2026

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

  • 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
  • You run your business We'll run your numbers.

    You run your business We'll run your numbers.

    TCBCPA, we are committed to developing long-lasting relationships while providing personalized service that utilizes the latest technology. By taking the time to truly understand your unique tax and accounting situation...

    Top Services:

    • Accounting
    Location
    Oklahoma City, Oklahoma
    Number of Employees
    Under 49
  • Outcome-Focused Software Solutions

    Outcome-Focused Software Solutions

    OneEKO Technologies is a software development agency building custom solutions for small businesses. We specialize in web applications, mobile apps, and AI integration, helping local businesses like restaurants, gyms, law firms, and retail stores compete with modern technology. Our flagship product KaiScout...

    Top Services:

    • Software Development
    • Digital Services
    • eCommerce Development
    • UI/UX Design
    • SEO
    • Show more
    Location
    Wilmington, Delaware
    Number of Employees
    Under 49
    Average Hourly Rate
    $100/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    6 Projects Listed
  • Touching Ideas, Transforming Digital.

    Touching Ideas, Transforming Digital.

    Empowering Busiesses With Smart Digital Solutions That Drive Growth, Efficiency, And Impact...

    Top Services:

    • Web Development
    • Web Design
    • WordPress Website Design
    • eCommerce Development
    • SEO
    • Show more
    Location
    Riyadh, Saudi Arabia
    Number of Employees
    Under 49
    Average Hourly Rate
    $10/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    20 Projects Listed
  • 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
  • Denver CPA Accounting

    Denver CPA Accounting

    Gheen & Co., CPA, LLC is the fastest growing CPA firm in Colorado. We've built our reputation on designing innovative accounting solutions and money-saving tax strategies for medical professionals, dentists, veterinarians, and high net worth business owners...

    Top Services:

    • Accounting
    Location
    Denver, Colorado
    Number of Employees
    Under 49
    Average Hourly Rate
    $30/hr
    Minimal Budget
    $1,000 - $10,000
  • Business Consulting for Financial Efficiency

    Business Consulting for Financial Efficiency

    Allen Street Consulting offers a comprehensive range of services designed to enhance financial efficiency for small businesses and nonprofits in Western New York. From setting up and optimizing QuickBooks for seamless bookkeeping, payroll, sales tax, and inventory control to providing expert guidance on...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Buffalo, New York
    Number of Employees
    Under 49
  • Technology-Driven Business Accountability

    Technology-Driven Business Accountability

    Dansa D'Arata Soucia LLP is a public accounting and consulting firm comprised of diverse professionals who bring together the best practices, experiences, and service concepts to deliver premier assurance, tax and consulting services to our clientele. With some of the region’s most recognized organizations...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Buffalo, New York
    Number of Employees
    Under 49
  • Industry experience. Forward-thinking. Technology driven solutions.

    Industry experience. Forward-thinking. Technology driven solutions.

    Chain Jones & Sudik (CJS) is an accounting firm specializing in expert business solutions and financial consulting. They are not just about printing out financial reports and preparing tax returns. They strive to provide outstanding service to clients through our unique, real-world experience and a commitment...

    Top Services:

    • Accounting
    Location
    Oklahoma City, Oklahoma
    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
  • Know-how Digital Marketing & SEO.

    Know-how Digital Marketing & SEO.

    At Site 4 biz UA, we expertly navigate the complexities of business success, leveraging freedom of action, human resources, and financial resources responsibly. Our proficiency in digital marketing and SEO ensures strategic advantage in today's competitive landscape...

    Top Services:

    • Digital Strategy
    • Web Development
    • WordPress Website Design
    • Digital Marketing
    • SEO
    • Show more
    Location
    Kyiv, Ukraine
    Number of Employees
    Under 49
    Average Hourly Rate
    $24/hr
    Minimal Budget
    Under $1,000
    Portfolios Count
    6 Projects Listed
  • 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
  • Simplifying Your Finance Since 1975

    Simplifying Your Finance Since 1975

    Nacca & Capizzi, LLP is an accounting firm strive to help each client achieve their maximum potential through sound and efficient accounting and close, personalized services. Our wide range of experience and a portfolio of fully integrated services allow us to go beyond just the numbers...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    Rochester, New York
    Number of Employees
    Under 49
  • Accounting. Bookkeeping. Tax Planning.

    Accounting. Bookkeeping. Tax Planning.

    Young & Company CPAs LLP provides accounting, bookkeeping and tax planning services for the Rochester New York and surrounding areas. We are veteran and family owned and proud to be the areas dedicated experts to the success of our clients, always serving with integrity...

    Top Services:

    • Accounting
    Location
    Rochester, New York
    Number of Employees
    Under 49
  • Financial Guidance. Business Clarity.

    Financial Guidance. Business Clarity.

    Meeting with your accountant. On your list of favorite things to do on a regular basis, meeting with your accountant probably falls somewhere near the bottom. If it makes the list at all. Not a surprising fact, since preparing for those meetings usually saps virtually all of your time. Time you could and...

    Top Services:

    • Business Consulting
    • Accounting
    • BPO
    Location
    Rochester, New York
    Number of Employees
    50 - 99
  • 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
  • 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
  • Your Financial Success, Simplified.

    Your Financial Success, Simplified.

    The firm offers tax, accounting and consulting services. We handle the back-office and bookkeeping functions of many private companies in South Florida. We are also happy to report that our lists continue to grow...

    Top Services:

    • Business Consulting
    • BPO
    • Accounting
    Location
    Fort Lauderdale, Florida
    Number of Employees
    Under 49
    Average Hourly Rate
    $250/hr
    Minimal Budget
    Under $1,000
    Portfolios Count
    1 Project Listed
  • 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
  • Keeping Things Simple

    Keeping Things Simple

    Infuse your everyday tasks with a real-time, virtual acuity.Task Virtual's team of experts has the timing and expertise to deliver your business needs—from daily duties to big projects requiring quality completion.Empower yourself in this new age digital world where our highly skilled professionals...

    Top Services:

    • SEO
    • Social Media Marketing
    • Customer Support
    • Web Development
    • Graphic Design
    • Show more
    Location
    Kolkata, India
    Number of Employees
    100 - 249
    Average Hourly Rate
    $6/hr
  • Accounting Excellence

    Accounting Excellence

    DeMott & Smith CPA’s, P.C. is a locally owned public accounting firm serving the greater Rochester, New York area. We have been providing accounting, auditing, tax filing and consulting services to high net-worth individuals and closely-held businesses for over twenty five years...

    Top Services:

    • Accounting
    Location
    Rochester, New York
    Number of Employees
    Under 49
  • Accounting for Impact

    Accounting for Impact

    We Cheerfully Provide Outsourced Accounting and Tax Services for Nonprofits, Social Enterprises and You! Our mission is to disrupt the traditional accounting model through technology, innovation, and a radically client-focused approach...

    Top Services:

    • Accounting
    Location
    Melbourne FL, Florida
    Number of Employees
    Under 49
  • Accounting & Tax Preparation Services

    Accounting & Tax Preparation Services

    Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies. We are one of the leading firms in the area. By combining our expertise, experience and the energy of...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    Miami, Florida
    Number of Employees
    Under 49
    Average Hourly Rate
    $125/hr
  • Outsourcing Professional Bookkeeping and Accounting Services

    Outsourcing Professional Bookkeeping and Accounting Services

    GRO IT Solutions Pvt Ltd is a Pune based Accounting and Bookkeeping solution provider for all kind of businesses across globally. We are happily serving Singapore based client since last 9 years. Since GRO IT's inception in 2014, our team of experts have fulfilled clients' business needs with agility and...

    Top Services:

    • Accounting
    • HR Outsourcing
    • Customer Support
    Location
    Pune, India
    Number of Employees
    Under 49
    Average Hourly Rate
    $25/hr
  • 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
  • Accounting Experts

    Accounting Experts

    Our PhilosophyTo provide professional service with an added measure of personal attention. The growth of our clients accounts for much of the growth of our firm and we place great emphasis on client relationships with individual professionals and with our firm. We adhere to the highest standards of our...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Tucson, Arizona
    Number of Employees
    Under 49
  • 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
  • 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
  • IT, Business, BPO, Audit, Tax and Advisory are just the beginning.

    IT, Business, BPO, Audit, Tax and Advisory are just the beginning.

    Grant Thornton LLP (US) is an IT, project management, audit, tax, AgTech, and BPO company headquartered in Chicago, Illinois with over 50 U.S. offices and access to a global network or member firms in over 135 countries. We offer a broad range of services in strategy and consulting, operations, technology and...

    Top Services:

    • Accounting
    • Business Consulting
    • Market Research
    • HR Outsourcing
    • Software Development
    • Show more
    Location
    Chicago, Illinois
    Number of Employees
    1000 & Up
    Average Hourly Rate
    $35/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    2 Projects 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
  • Brown Edwards is a full-service regional accounting firm providing personalized services to businesses and individuals with 11 different office locations in VA, TN, & WV. Visit www.BEcpas.com...

    Top Services:

    • Accounting
    Location
    Roanoke, Virginia
    Number of Employees
    500 - 999
  • The World's Top Talent for Remote Teams!

    The World's Top Talent for Remote Teams!

    1840 & Company is a global provider of talent and team solutions devoted to empowering businesses with scalable, on-demand workforce solutions. With a stringent verification procedure and a network of professionals in 150 countries, we connect organizations with remote talent of the highest caliber. Our...

    Top Services:

    • BPO
    • Staff Augmentation
    • HR Outsourcing
    • Customer Support
    • Call Centers
    • Show more
    Location
    Overland Park, Kansas
    Number of Employees
    500 - 999
    Average Hourly Rate
    $10/hr
    Minimal Budget
    $10,000 - $25,000
  • Tailored Financial Management Solutions.

    Tailored Financial Management Solutions.

    George A. Spencer, CPA, P.A. provides accounting, tax, and legal services for individuals and small businesses...

    Top Services:

    • Accounting
    Location
    Jacksonville, Florida
    Number of Employees
    Under 49
  • Tax & Financial Experts

    Tax & Financial Experts

    Roediger Hoff values relationships and understands the sensitive nature of personal and business finances. Together with experienced and well-trained staff, we offer a personal touch in providing tax planning and preparation; business management and advisory services, periodic bookkeeping, and financial...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Tucson, Arizona
    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
  • 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
  • Simplify Your Taxes.

    Simplify Your Taxes.

    We’re an independent registered investment advisor (RIA) located in Ridgewood and Nutley, New Jersey delivering next-generation financial advice, technology and education...

    Top Services:

    • Accounting
    Location
    Ridgewood, New Jersey
    Number of Employees
    Under 49
  • 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
  • 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
  • Advising Business Owners to Make Informed Business Decisions

    Advising Business Owners to Make Informed Business Decisions

    TCS & Associates CPAs is more than just a CPA firm, TCS & Associates CPAs help business maintain financial viability, while taking a proactive approach to achieve future goals...

    Top Services:

    • Accounting
    Location
    Jacksonville, Florida
    Number of Employees
    Under 49
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • Great people that make great accountants.

    Great people that make great accountants.

    At Ifft & Co. PA, our goal is to help you grow your business while minimizing your tax burden. Our dedicated clients come to us looking for knowledgeable support with their accounting needs. We are confident that our level of expertise and commitment to excellence will provide the personal financial services...

    Top Services:

    • Accounting
    Location
    Overland Park, Kansas
    Number of Employees
    Under 49

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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