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 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.

  • Providing Professional Accounting & Tax Solutions

    Providing Professional Accounting & Tax Solutions

    Since 1979, we’ve been committed to paying close, personal attention to every one of our clients, resulting in long-term partnerships built on loyalty and trust...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Lewiston, Maine
    Number of Employees
    Under 49
  • Your Trust, Our Commitment Accounting Excellence, Always.

    Your Trust, Our Commitment Accounting Excellence, Always.

    At Fruci & Associates, we strive to create powerful business and financial services to assist our clients in identifying and achieving their professional goals. Our distinct performance standards aim to make us the “only ones who do what we do the way we do it...

    Top Services:

    • Accounting
    Location
    Spokane, Washington
    Number of Employees
    Under 49
  • You, too, Can Count on Us to Help Build Your Financial Future.

    You, too, Can Count on Us to Help Build Your Financial Future.

    HBGcpa.com is based in North Florida helps individuals, families and all kind of businesses with tax preparation, along with personal and business financial planning...

    Top Services:

    • Accounting
    Location
    Jacksonville, Florida
    Number of Employees
    Under 49
  • 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
  • We Are Ready To Build Your Solution

    We Are Ready To Build Your Solution

    Peters & Chandler provides accounting solutions for Oklahomas business leaders. They are a trusted partner in financial advisement and an independent source for attestation services...

    Top Services:

    • Accounting
    Location
    Oklahoma City, Oklahoma
    Number of Employees
    Under 49
  • Our success is a result of your success

    Our success is a result of your success

    Baldwin & Company is committed to providing close, personal attention to our clients. They take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen...

    Top Services:

    • Accounting
    Location
    Edmond, Oklahoma
    Number of Employees
    Under 49
  • We are professional, experienced, and affordable.

    We are professional, experienced, and affordable.

    The partners of HBC CPAs & Advisors offer the benefits of years of experience attained at both this firm and at national accounting firms. They are an equal opportunity employer and are members in good standing of the American Institute of Certified Public Accountants and the Oklahoma Society of Certified...

    Top Services:

    • Accounting
    Location
    Oklahoma City, Oklahoma
    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
  • Your Complex Taxes. Simplified.

    Your Complex Taxes. Simplified.

    We are a Bay Area Certified Public Accountant firm that provides bookkeeping, tax, and business consulting services to small businesses and individuals in the Bay Area. Our firm is available and affordable for all potential clients...

    Top Services:

    • Accounting
    Location
    San Jose, California
    Number of Employees
    Under 49
  • Growing Boutique CPA Firm in San Jose.

    Growing Boutique CPA Firm in San Jose.

    Curran & Associates ffer tax, accounting and consulting services to all kind of business...

    Top Services:

    • Accounting
    Location
    San Jose, California
    Number of Employees
    50 - 99
  • Accounting, Tax and Consulting For Real Estate Businesses and Investors

    Accounting, Tax and Consulting For Real Estate Businesses and Investors

    Keytax CPA understands and provides TAX advice and preparation, bookkeeping and payroll support, or assistance developing business plans and financial statements...

    Top Services:

    • Accounting
    Location
    San Jose, California
    Number of Employees
    Under 49
  • Accurate, Diligent & Personalized.

    Accurate, Diligent & Personalized.

    Maier-Richmond Accountancy provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness, and quality...

    Top Services:

    • Accounting
    Location
    San Jose, California
    Number of Employees
    Under 49
  • We measure our worth by the personal and business successes of our clients.

    We measure our worth by the personal and business successes of our clients.

    PP&Co (Petrinovich Pugh & Co., LLP and PPCo Advisors LLC) is a San Josébased accounting and advisory firm offering a comprehensive range of services, including individual tax planning and compliance, wealth management, assurance, international tax, niche business practice groups, and technology-driven...

    Top Services:

    • Accounting
    Location
    San Jose, California
    Number of Employees
    50 - 99
  • Keep more of your money. We offer a personalized membership program with concierge level of tax plan

    Keep more of your money. We offer a personalized membership program with concierge level of tax plan

    Provident CPAs PLC provides strategic tax and business planning solutions to clients...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Tulsa, Oklahoma
    Number of Employees
    50 - 99
  • Provides excellent accounting services to individual and small business.

    Provides excellent accounting services to individual and small business.

    Shotkoski & Associates, PC provides accounting services to individual and small business clients and assists with navigating the complex and ever-changing financial and tax environments allowing our clients to maximize their success...

    Top Services:

    • Accounting
    Location
    Lincoln, Nebraska
    Number of Employees
    50 - 99
  • Taking care business for Kansas city

    Taking care business for Kansas city

    My Accountant applauds your accomplishments and The Agency would like to help you be more successful. They value and treat our clients with courtesy and respect. The Agency also recognize you are focused on managing a business and making a profit...

    Top Services:

    • Accounting
    Location
    Mission, Kansas
    Number of Employees
    50 - 99
  • Smart plans big wins

    Smart plans big wins

    BT & Co., P.A. (BT&Co.) is a full-service firm committed to serving the needs of businesses throughout Northeast Kansas. Their KBs are available to answer your questions, and we're here to provide you with the information you need so that you can take control of your business and future...

    Top Services:

    • Accounting
    Location
    Topeka, Kansas
    Number of Employees
    100 - 249
  • 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
  • Industry Focused, Value Driven, and Results Oriented

    Industry Focused, Value Driven, and Results Oriented

    Excelsis Accounting Group is a small, local accounting firm serving the Reno area. We understand how much your business means to you, and we are committed to educating you on all of the services that we offer. Whether youre looking for small business audit, tax preparation or accounting services, we can help...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Reno, Nevada
    Number of Employees
    Under 49
  • Competent and accurate service.

    Competent and accurate service.

    Evans Nelson & Company CPAs, we are one of the most dedicated Reno CPA firms. We get results for our clients because we invest the appropriate and necessary time educating ourselves on the current rules and regulations of the trade. As one of the most dedicated Reno CPA firms, we make it our job to stay as...

    Top Services:

    • Accounting
    Location
    Reno, Nevada
    Number of Employees
    Under 49
  • Beyond the Number

    Beyond the Number

    At 415 Group, our commitment to our clients is strong. We do hear. We make plans. We recommend. Our primary objective is to ensure the financial health and success of your business, and our greatest reward is winning your trust...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Canton, Ohio
    Number of Employees
    100 - 249
  • 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
  • Streamlining Your Business Financials

    Streamlining Your Business Financials

    Prime Corporate Services is a leading tax preparation firm dedicated to providing comprehensive financial and operational support to entrepreneurs, investors, traders, and small business owners. With a focus on enhancing resources and offering expert guidance, Prime Corporate Services helps clients navigate...

    Top Services:

    • Accounting
    Location
    Murray, Utah
    Number of Employees
    50 - 99
  • Your Financial Journey, Simplified.

    Your Financial Journey, Simplified.

    Francis Brophy Accountants offers personalized and top-tier financial services backed by over 30 years of expertise in accounting and taxation in Dublin. Committed to excellence, the firm provides year-round support and proactive advice to enhance business and personal finances. From audit and taxation to...

    Top Services:

    • Accounting
    Location
    Dublin, Ireland
    Number of Employees
    Under 49
  • Guiding Your Financial Success

    Guiding Your Financial Success

    BFR CPA is an accounting firm based in Wichita, KS. The firm is a dedicated partner committed to guiding small businesses and individuals through the intricacies of tax and financial management challenges. With a commitment to excellence and a client-centric ethos, BFR CPA ensures clients receive personalized...

    Top Services:

    • Accounting
    Location
    Wichita, Kansas
    Number of Employees
    Under 49
  • Ensuring Success Through Expert Accounting.

    Ensuring Success Through Expert Accounting.

    Granite Mountain Accounting, based in Las Cruces and Flagstaff, offers tailored accounting and tax solutions with over 30 years of industry expertise. The firm's comprehensive tax representation and payroll processing services ensure smooth financial operations for businesses and individuals. As a...

    Top Services:

    • Accounting
    Location
    Las Cruces, New Mexico
    Number of Employees
    Under 49
  • Financial Precision, Tax Solution Experts

    Financial Precision, Tax Solution Experts

    Hollis Kuckelman Van De Veer offers personalized financial guidance and comprehensive accounting services. With over 60 years of experience, the firm's professional team ensures meticulous attention to every client's financial needs and goals. Through expertise and commitment to excellence, Hollis Kuckelman...

    Top Services:

    • Accounting
    Location
    Olathe, Kansas
    Number of Employees
    Under 49
  • Integrity Through Expert Accounting Services

    Integrity Through Expert Accounting Services

    Joanne M. Hallmark, CPA, based in Dunkirk, NY, offers comprehensive financial services tailored to the needs of individuals and businesses. With a strong background and a commitment to her community, Hallmark provides expert accounting, tax preparation, and financial advisory services to help clients achieve...

    Top Services:

    • Accounting
    Location
    Dunkirk, New York
    Number of Employees
    Under 49
    Minimal Budget
    Under $1,000
  • Tax & Accounting Expertise for Businesses

    Tax & Accounting Expertise for Businesses

    With over 40 years of experience, John Fullerton CPA offers expert tax solutions and business accounting services from its historic location in Eureka, California. Serving over 100 diverse business clients, including restaurants, non-profits, and auto repair shops, the firm handles over 1,000 tax returns...

    Top Services:

    • Accounting
    Location
    Eureka, California
    Number of Employees
    Under 49
  • Your Financial Solutions Partner

    Your Financial Solutions Partner

    DMJPS is a distinguished tax, assurance, and business advisory firm renowned for its tailored solutions and unwavering commitment to client satisfaction. With a team of seasoned professionals, DMJPS provides personalized attention and expertise to address diverse financial challenges. Guided by the principle...

    Top Services:

    • Accounting
    Location
    Greensboro, North Carolina
    Number of Employees
    100 - 249
  • Driving Financial Success Together

    Driving Financial Success Together

    Jones & Jones CPA, a three-generation family-owned firm established in 1955, offers comprehensive CPA services in Booneville, MS. With licenses in Mississippi and Tennessee, the firm caters to clients nationwide, providing personalized financial solutions for individuals, businesses, estates, nonprofits, and...

    Top Services:

    • Accounting
    Location
    Booneville, Mississippi
    Number of Employees
    Under 49
  • Exceeding Accounting Expectations, Every Time.

    Exceeding Accounting Expectations, Every Time.

    Labenz & Associates is a certified public accounting firm founded in 1998, offering comprehensive tax, accounting, and consulting solutions. It simplifies complex tax laws and delivers personalized services to individuals and businesses. Committed to excellence, the firm prioritizes long-term client...

    Top Services:

    • Accounting
    Location
    Lincoln, Nebraska
    Number of Employees
    Under 49
  • TFX takes care of your business taxes so that you can focus on what matters most.

    TFX takes care of your business taxes so that you can focus on what matters most.

    With over 20 years of experience, TFX provides expert assistance with tax return preparation, tax planning, IRS correspondence, and entity structuring. TFX serves over 50,000 clients worldwide and ensures accuracy through a rigorous verification process. Their easy-to-use online platform and mobile app...

    Top Services:

    • Accounting
    Location
    New York City, New York
    Number of Employees
    50 - 99
    Average Hourly Rate
    $30/hr
  • Your Vision, Perfectly Edited Creative Video Agency For Global Brands

    Your Vision, Perfectly Edited Creative Video Agency For Global Brands

    CoolVision Multimedia is a professional video editing agency based in Dubai, UAE, delivering high-quality video editing services to businesses, brands and content creators across USA, UAE and worldwide. We specialize in YouTube video editing, short form video editing, social media videos, explainer videos...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    Dubai, United Arab Emirates
    Number of Employees
    Under 49
    Average Hourly Rate
    $30/hr
    Minimal Budget
    Under $1,000
  • Global Expertise Personalized Solutions

    Global Expertise Personalized Solutions

    Perspective Global is a Dubai-based consulting firm specializing in business setup, tax compliance, and accounting services. The company helps entrepreneurs and SMEs navigate complex regulatory environments with tailored, reliable solutions that support sustainable growth...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    Dubai, United Arab Emirates
    Number of Employees
    Under 49
    Average Hourly Rate
    $100/hr
    Minimal Budget
    Under $1,000
  • Leading Website Design & Development Agency For The Best Digital Experience

    Leading Website Design & Development Agency For The Best Digital Experience

    Bring Your Vision to Life with Australian Web Designers Inc.! At Australian Web Designers Inc., we specialize in crafting digital experiences that elevate your brand. From visually stunning custom websites to powerful e-commerce platforms...

    Top Services:

    • Graphic Design
    • Logo Design
    • Web Design
    • eCommerce Development
    • WordPress Website Design
    • Show more
    Location
    Officer, Australia
    Number of Employees
    100 - 249
    Average Hourly Rate
    $233/hr
    Portfolios Count
    9 Projects Listed
  • Not Your Average Tampa Accountant.

    Not Your Average Tampa Accountant.

    Taxes Tampa is an Accountant in Tampa that specializes in tax, accounting and advisory services for small and growing businesses!...

    Top Services:

    • Accounting
    Location
    Tampa, Florida
    Number of Employees
    Under 49
    Average Hourly Rate
    $150/hr
    Minimal Budget
    Under $1,000
  • Right On The Numbers

    Right On The Numbers

    From startups to well-established businesses, we provide personalized tax services for individuals, ensuring you minimize your tax burden while maximizing your financial opportunities. Our team stays up-to-date with the latest tax regulations to help you make informed decisions...

    Top Services:

    • Accounting
    Location
    Gilbert, Arizona
    Number of Employees
    Under 49
    Minimal Budget
    Under $1,000
  • Financial Clarity That Leads To Business Growth

    Financial Clarity That Leads To Business Growth

    Smart business decisions are only possible when you have financial clarity...

    Top Services:

    • Accounting
    Location
    Fresno, California
    Number of Employees
    Under 49
    Minimal Budget
    $1,000 - $10,000
  • Raising Founders & Brands of Tomorrow!

    Raising Founders & Brands of Tomorrow!

    ONEDESIGN is a strategy-led brand consulting and creative studio that builds high-performing, future-ready brands for founders, startups, and enterprises across India and abroad...

    Top Services:

    • Branding
    • Logo Design
    • Package Design
    • Business Consulting
    • Graphic Design
    • Show more
    Location
    Delhi, India
    Number of Employees
    Under 49
    Average Hourly Rate
    $350/hr
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    1 Project Listed
  • Turning Accounting and Tax Services into Strategic Growth Opportunities

    Turning Accounting and Tax Services into Strategic Growth Opportunities

    KFN Accounting & Financial, LLC is a premier consulting firm in Illinois, offering expert accounting, tax planning, CFO services, and business consulting tailored to small and medium-sized businesses. With a commitment to integrity and personalized solutions, we help clients optimize their financial resources...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Deerfield, Illinois
    Number of Employees
    Under 49
    Portfolios Count
    1 Project Listed
  • 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
  • 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
  • Your Gateway to Online Success.

    Your Gateway to Online Success.

    In a digital world, we're the artists and architects. From weaving web wonders to app artistry, and from cinematic captures to branding brilliance - we're the magic behind your digital dreams. Let's create, innovate, and captivate together!...

    Top Services:

    • Digital Services
    • Web Design
    • Mobile App Development
    • Software Testing
    • IT Services
    • Show more
    Location
    I'billin, Israel
    Number of Employees
    Under 49
    Average Hourly Rate
    $100/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    6 Projects Listed
  • Stop Making It Work. Start Making It Happen.

    Stop Making It Work. Start Making It Happen.

    At KDG, we're your full-service partners in growth and innovation. With our integrated approach to professional technology, accounting, and consulting services, we give modern leaders and executives control over their outcomes...

    Top Services:

    • Software Development
    • UI/UX Design
    • Cybersecurity
    • Managed Services
    • IT Services
    • Show more
    Location
    Allentown, Pennsylvania
    Number of Employees
    Under 49
    Average Hourly Rate
    $175/hr
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    8 Projects Listed
  • InCorp Vietnam provides A-Z market entry services to streamline your business expansion across APAC.

    InCorp Vietnam provides A-Z market entry services to streamline your business expansion across APAC.

    As an integral part of InCorp Group, the company is committed to delivering transparent and dependable solutions to overseas clients seeking to establish their presence in Vietnam and the wider Asia-Pacific region...

    Top Services:

    • BPO
    • Business Consulting
    • Accounting
    • HR Outsourcing
    • Show more
    Location
    Ho Chi Minh, Vietnam
    Number of Employees
    50 - 99
    Average Hourly Rate
    $50/hr
    Minimal Budget
    $1,000 - $10,000
  • Your Success, Our Services, One Solution!

    Your Success, Our Services, One Solution!

    Elevate your business with Web Trending Solutions! Specializing in bespoke website design, SEO, digital marketing, and expert accounting and tax services, we empower your growth in Washington and nationwide. Focus on your strengths; let us manage the complexities. Join us to redefine success...

    Top Services:

    • Social Media Marketing
    • SEO
    • Digital Marketing
    • PPC
    • Web Design
    • Show more
    Location
    Tacoma, Washington
    Number of Employees
    Under 49
    Average Hourly Rate
    $40/hr
    Minimal Budget
    $1,000 - $10,000
  • Your Trusted Financial Partner

    Your Trusted Financial Partner

    FACT ADVISORS is a highly respected and experienced financial services firm located in the heart of Las Vegas. With over 15 years of international experience in the financial industry, we bring a wealth of knowledge and expertise to help you navigate your financial journey successfully...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Las Vegas, Nevada
    Number of Employees
    Under 49
    Average Hourly Rate
    $35/hr
    Minimal Budget
    $1,000 - $10,000
  • Driving Excellence. Delivering Growth.

    Driving Excellence. Delivering Growth.

    Mercurius Advisory Services provides a comprehensive suite of accounting, bookkeeping, taxation, company setup and other shared services to small, medium, and large enterprises...

    Top Services:

    • Accounting
    • Business Consulting
    • Social Media Marketing
    • Web Development
    • Digital Marketing
    • Show more
    Location
    Delhi, India
    Number of Employees
    250 - 499
    Average Hourly Rate
    $15/hr
    Portfolios Count
    7 Projects Listed
  • Feel human on screen. Run smarter behind it.

    Feel human on screen. Run smarter behind it.

    Branded Mayhem Collective (BMC) runs two practices from Richardson, Texas. 8gnc (8gnc.io) is the brand and digital agency: strategy, identity, websites, content, and growth. br8n (br8n.io) is the AI delivery practice: we install AI into how your operation already runs and leave you owning it...

    Top Services:

    • Branding
    • Web Design
    • SEO
    • Creative Services
    • AI Development
    • Show more
    Location
    Richardson, Texas
    Number of Employees
    Under 49
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    7 Projects Listed

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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