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.

  • Your Technology Partner

    Your Technology Partner

    Raulji Technologies (formerly Ariya InfoTech) is an IT and digital transformation company delivering scalable software, web, mobile, and eCommerce solutions. We help startups, SMEs, and enterprises grow through innovation, performance, and reliable technology partnerships...

    Top Services:

    • eCommerce Development
    • Web Development
    • WordPress Website Design
    • UI/UX Design
    • Web Design
    • Show more
    Location
    Vadodara, India
    Number of Employees
    Under 49
    Average Hourly Rate
    $20/hr
    Minimal Budget
    Under $1,000
    Portfolios Count
    23 Projects Listed
  • Delivering Customer Service with a Personal Touch

    Delivering Customer Service with a Personal Touch

    ExpertCallers, a Flatworld Solutions company, strives to help you build and nurture exceptional relationships with your customers. With over 12 years of experience in providing timely, reliable and efficient call center outsourcing services, we have perfected the art of transforming customer experiences into...

    Top Services:

    • Call Centers
    • Creative Services
    • eCommerce
    • BPO
    • Customer Support
    • Show more
    Location
    Princeton, New Jersey
    Number of Employees
    500 - 999
    Minimal Budget
    Under $1,000
    Portfolios Count
    4 Projects Listed
  • Small Business Accounting, Technology, & Growth Consulting.

    Small Business Accounting, Technology, & Growth Consulting.

    Fred Lundin CPA LLC is a Chicago-based CPA accounting and technology consulting firm specializing in serving e-commerce, solopreneurs, and small business owners. With a dedicated focus on these sectors, we provide tailored financial and technological solutions to help our clients thrive in their respective...

    Top Services:

    • Business Consulting
    • Market Research
    • Accounting
    • BPO
    • CRM Consulting
    • Show more
    Location
    Chicago, Illinois
    Number of Employees
    Under 49
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    3 Projects Listed
  • Trusted Chartered Accountants

    Trusted Chartered Accountants

    IBISS & CO takes the stress out of your finances. We are Chartered Accountants and Tax Advisers who believe expert advice should be easy to understand. Whether you are a small business owner, a landlord or managing finances between the UK and Dubai, we are here to help. We handle everything from tax returns...

    Top Services:

    • Accounting
    Location
    London, United Kingdom
    Number of Employees
    100 - 249
    Average Hourly Rate
    $25/hr
    Minimal Budget
    Under $1,000
  • Managed IT Services & Cyber Security Experts

    Managed IT Services & Cyber Security Experts

    We specialize in delivering robust, end-to-end cybersecurity solutions designed to protect businesses from evolving digital threats. Our services are tailored to safeguard your people, processes, and technology while ensuring compliance with industry best practices...

    Top Services:

    • Cybersecurity
    • Web Design
    • Managed Services
    • Cloud Consulting
    • IT Services
    • Show more
    Location
    Mumbai, India
    Number of Employees
    Under 49
    Average Hourly Rate
    $10/hr
    Portfolios Count
    6 Projects Listed
  • The Accounting Firm That Knows your Industry

    The Accounting Firm That Knows your Industry

    The Largo Group specializes in being growth partners for restaurant owners by providing a range of services designed to help businesses increase revenue and profitability. With a focus on data-driven insights and a deep understanding of the food industry, the Largo Group helps restaurant owners identify areas...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    Boston, Massachusetts
    Number of Employees
    Under 49
    Portfolios Count
    2 Projects Listed
  • 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
  • Comprehensive Ecosystem for CPA & Accounting Firms

    Comprehensive Ecosystem for CPA & Accounting Firms

    At MYCPE ONE, our ethos is simple yet profound: we strive for excellence in everything we do. Our approach isn't just about providing a suite of services; it's about adding real value to each one...

    Top Services:

    • Accounting
    Location
    Sugar Land, Texas
    Number of Employees
    100 - 249
    Average Hourly Rate
    $20/hr
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    5 Projects Listed
  • Solve today, thrive tomorrow.

    Solve today, thrive tomorrow.

    Wipfli is a leading accounting and business consulting firm, ranking among the top 20 in the nation. With a century of experience and a forward-thinking approach, we help clients achieve lasting results. Our team of eternal students brings cross-industry expertise and creativity to solve complex challenges...

    Top Services:

    • BPO
    • HR Outsourcing
    • Business Consulting
    • Accounting
    • Mobile App Development
    • Show more
    Location
    Billings, Montana
    Number of Employees
    1000 & Up
  • International Business Support Solutions for SME's and Large Enterprises

    International Business Support Solutions for SME's and Large Enterprises

    BusinAssist is a trusted global partner for entrepreneurs, startups and established businesses seeking seamless company incorporation, professional virtual offices and a wide range of business support services...

    Top Services:

    • Business Consulting
    • Phone Answering Services
    • Accounting
    • BPO
    • Translation Services
    • Show more
    Location
    Romford, United Kingdom
    Number of Employees
    Under 49
    Minimal Budget
    Under $1,000
  • Trusted Accounting Firm in the UAE

    Trusted Accounting Firm in the UAE

    Bestax is a trusted accounting and business consultancy firm in the UAE, offering expert services in accounting, bookkeeping, VAT, corporate tax, and business setup. With a client-focused approach, we provide accurate, timely, and practical solutions that ensure compliance, enhance profitability, and support...

    Top Services:

    • Accounting
    Location
    Dubai, United Arab Emirates
    Number of Employees
    Under 49
  • Canada Professional Tax Accountants and Accounting Services - Accountant in Edmonton.

    Canada Professional Tax Accountants and Accounting Services - Accountant in Edmonton.

    BOMCAS Canada stands as a prominent provider of accounting and tax services, delivering a comprehensive suite of solutions tailored to both businesses and individuals. Catering to corporations, small businesses, and personal tax needs, our extensive services encompass bookkeeping, payroll management, tax...

    Top Services:

    • Accounting
    Location
    Edmonton, Canada
    Number of Employees
    Under 49
    Average Hourly Rate
    $60/hr
    Minimal Budget
    Under $1,000
  • Building Software That Drives Results

    Building Software That Drives Results

    Woodward & Guy helps small businesses across Northwestern PA and Western NY get found online. We build fast websites, manage Google Ads, optimize Google Business Profiles, run local SEO, and develop custom business software. Based in Smethport, PA, serving 19 counties from Erie to Jamestown...

    Top Services:

    • Web Design
    • Web Development
    • Digital Services
    • Design Services
    • Digital Strategy
    • Show more
    Location
    Smethport, Pennsylvania
    Number of Employees
    Under 49
    Minimal Budget
    Under $1,000
    Portfolios Count
    4 Projects Listed
  • Award Winning Accountants

    Award Winning Accountants

    Family run Chartered Accountancy practice in Biggleswade, Bedfordshire. Offering accountancy, tax and business support services, Harrisons Accountancy provides solutions to make finances easier to manage and understand for businesses...

    Top Services:

    • Accounting
    Location
    Biggleswade, United Kingdom
    Number of Employees
    Under 49
    Minimal Budget
    Under $1,000
    Portfolios Count
    1 Project Listed
  • Here for You When You Need Us Most

    Here for You When You Need Us Most

    deArrigoitia CPA is a trusted Orlando, Fla.based accounting firm with over 35 years of experience serving individuals, families and small businesses. The team offers personalized CPA servicesincluding accounting, tax planning, consulting and QuickBooks trainingwith a caring, client-focused approach designed...

    Top Services:

    • Accounting
    Location
    Orlando, Florida
    Number of Employees
    Under 49
  • Grow Your Small Business With a Fresh Perspective.

    Grow Your Small Business With a Fresh Perspective.

    At Boxelder Consulting, our full-service tax relief, accounting, bookkeeping, and business consulting departments make us a one-stop-shop for long-term financial resolution. During your initial consultation, our team will review not only your current year, but your past as well, with the goal of ensuring that...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    Denver, Colorado
    Number of Employees
    Under 49
  • Accounting & Tax Services

    Accounting & Tax Services

    American Accounting & Tax Services offers a premium service at a great value to citizens and businesses. Bookkeeping, Taxes, and accountants for all needs...

    Top Services:

    • Accounting
    Location
    Denver, Colorado
    Number of Employees
    Under 49
  • Your Financial & IT Advocate.

    Your Financial & IT Advocate.

    Since 1985, Richey May has been a leading provider of assurance, tax, business advisory and other accounting services to clients across the United States. With expertise in the financial services industry, we specialize in serving the mortgage, commercial real estate and alternative investment sectors. Our...

    Top Services:

    • Accounting
    • Business Consulting
    • Cybersecurity
    Location
    Englewood, Colorado
    Number of Employees
    100 - 249
  • Hassle Free Accounting & Bookkeeping

    Hassle Free Accounting & Bookkeeping

    We are a full-service Accounting Firm licensed in CO, CA & NM. We can handle any combination of services you require from bookkeeping, tax planning, payroll, human resources management, tax preparation and more...

    Top Services:

    • Accounting
    Location
    Denver, Colorado
    Number of Employees
    Under 49
  • 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
  • Accounting & Tax Services in Buffalo

    Accounting & Tax Services in Buffalo

    Choose Blatner & Mineo CPA PC to work with you one-on-one for your personal and business accounting needs. We are New York natives who want to help our community grow and thrive in the area. We have been serving local businesses and individuals in Buffalo for over 30 years and have handled all financial...

    Top Services:

    • Accounting
    Location
    Buffalo, New York
    Number of Employees
    Under 49
  • 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
  • Expert Tax Support

    Expert Tax Support

    TaxFirm.com has been helping individual taxpayers, small business owners and self-employed workers resolve complex tax issues for over 30 years...

    Top Services:

    • Accounting
    Location
    Toms River, New Jersey
    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
  • "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
  • Partnering for Your Success, Planning for Your Future

    Partnering for Your Success, Planning for Your Future

    RFH is a highly skilled local firm in Lexington, Kentucky. Our size is large enough to handle complex technical issues but small enough that each client receives personal attention by management...

    Top Services:

    • Accounting
    Location
    Lexington, Kentucky
    Number of Employees
    Under 49
  • Helping You Achieve Financial Success.

    Helping You Achieve Financial Success.

    Davidson Associates is a Maine tax and accounting firm that brings 40 years of successful client and practice experience to both business and individual needs. We firmly believe that one-size DOES NOT fit all, and deliver individualized tax solutions to every client...

    Top Services:

    • Accounting
    Location
    Portland, Maine
    Number of Employees
    Under 49
  • Payroll and Human Resources made Simple and Personal.

    Payroll and Human Resources made Simple and Personal.

    United Payroll and HR Services, Inc is your one-stop solution for all your Payroll and Human Resource service needs!...

    Top Services:

    • HR Outsourcing
    • Accounting
    Location
    San Diego, California
    Number of Employees
    Under 49
  • 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
  • Provides tax return preparation, accounting services, payroll services.

    Provides tax return preparation, accounting services, payroll services.

    Keith Stingley, CPA helps clients with there tax return preparation, accounting, payroll services, accounts receivable or payable management, tax planning and consulting...

    Top Services:

    • Accounting
    Location
    Oklahoma City, Oklahoma
    Number of Employees
    Under 49
  • Lohrey & Associates believe in the value of relationships.

    Lohrey & Associates believe in the value of relationships.

    Lohrey & Associates personal assistance to clients with advanced training, technical experience and financial acumen...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Tulsa, Oklahoma
    Number of Employees
    50 - 99
  • 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 Believe You Shouldn't Have to Manage It All on Your Own

    We Believe You Shouldn't Have to Manage It All on Your Own

    Varney & Associates emphasizes professionalism, accountability, and integrity. The Agency's team of professionals is dedicated to helping you achieve your business and personal goals. Varney & Associates PC, CPAs, LLC is a full-service firm dedicated to providing high-quality accounting, tax, financial...

    Top Services:

    • Accounting
    Location
    Manhattan, Kansas
    Number of Employees
    100 - 249
  • Success for Generations

    Success for Generations

    Sink, Gordon & Associates accounting firm has been providing a wide array of financial and tax services to individuals and businesses in northeast and north central Kansas for more than 125 years...

    Top Services:

    • Accounting
    Location
    Manhattan, Kansas
    Number of Employees
    100 - 249
  • Not your average accounting firm, we're partners in your success.

    Not your average accounting firm, we're partners in your success.

    J.A. Solari & Partners is a full-service accounting firm that utilizes a holistic approach to provide our clients with tools that promote business growth, increased profits, and maintain effective financial controls. The Agency understand the importance of developing close relationships with each client in...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Reno, Nevada
    Number of Employees
    Under 49
  • Certified Public Accountant for your world.

    Certified Public Accountant for your world.

    Mark Borel & Associates is a full-service accounting firm that was established to provide efficient, expert solutions to businesses and individuals. The agency primary services include accounting, taxation, and business consulting. They also offer a host of specialty services to cater to the unique needs of...

    Top Services:

    • Accounting
    Location
    Reno, Nevada
    Number of Employees
    Under 49
  • Affordable, Expert Tax & Accounting Services for Individuals and Small Businesses

    Affordable, Expert Tax & Accounting Services for Individuals and Small Businesses

    Fireside Tax Inc is a small but rapidly expanding accounting agency that focuses on small enterprises and individuals. Since 2004, we have been in operation...

    Top Services:

    • Accounting
    Location
    Canton, Ohio
    Number of Employees
    Under 49
  • Our Mission: Your Success

    Our Mission: Your Success

    RKKM is a Certified Public Accounting company that provides consulting, auditing, tax, and accounting services. We provide clients in a variety of industries with corporate, not-for-profit, trust, estate, partnership, limited liability entity, and individual services...

    Top Services:

    • Accounting
    Location
    Canton, Ohio
    Number of Employees
    Under 49
  • Comprehensive Accounting Solutions for Businesses and Individuals

    Comprehensive Accounting Solutions for Businesses and Individuals

    Harris, Miller & Finkelstein CPAs, LLP is an Ohio-licensed full-service accounting firm. For entrepreneurs, executives, and freelancers, we provide a wide range of services. We are polite, knowledgeable, and reasonably priced...

    Top Services:

    • Accounting
    Location
    Canton, Ohio
    Number of Employees
    Under 49
  • Keeping Everything Connected

    Keeping Everything Connected

    Outsourced Accountants and CFOs, Specializing in NetSuite, QuickBooks, And more niche accounting software integration...

    Top Services:

    • Business Consulting
    • Customer Support
    • Accounting
    Location
    San Juan, Puerto Rico
    Number of Employees
    Under 49
    Average Hourly Rate
    $1000/hr
  • Navigating Finances, Honoring Trust.

    Navigating Finances, Honoring Trust.

    Adams & Delp is a trusted accounting firm offering a comprehensive suite of financial services, including accounting, tax planning, consulting, and fraud examination. With a commitment to personalized service and expertise, the firm has assisted clients since 1990, merging cutting-edge technology with...

    Top Services:

    • Accounting
    Location
    Wytheville, Virginia
    Number of Employees
    Under 49
  • Elevating Finances With Premium Solutions

    Elevating Finances With Premium Solutions

    Haworth & Company, a reputable accounting firm based in Winnipeg, Canada, offers personalized and professional services to meet diverse accounting needs. With a team of experienced CPAs, the firm prioritizes close attention to clients' financial requirements. Committed to excellence, Haworth & Company...

    Top Services:

    • Accounting
    Location
    Winnipeg, Canada
    Number of Employees
    Under 49
  • Qualified Accounting Professionals. Exceptional Service.

    Qualified Accounting Professionals. Exceptional Service.

    Lake Wylie Tax Service offers qualified accounting professionals to ensure precise financial record-keeping and efficient bookkeeping solutions. They specialize in setting up and training staff on financial systems like QuickBooks, providing seamless integration into your business processes. With secure...

    Top Services:

    • Accounting
    Location
    Clover, South Carolina
    Number of Employees
    Under 49
  • Expert Financial Support

    Expert Financial Support

    Reliable restaurant accounting services to manage bookkeeping, payroll, and financial reporting. Improve efficiency and profitability with expert support...

    Top Services:

    • Accounting
    Location
    Colorado City, Texas
    Number of Employees
    Under 49
  • Singapore's All-in-One SME Partner

    Singapore's All-in-One SME Partner

    From online company incorporation in 24 hours to GST filing, business loans from 60+ lenders, property cashout, and the PSG Xero grant Think SME handles everything so you can focus on building your business...

    Top Services:

    • Accounting
    Location
    Singapore, Singapore
    Number of Employees
    Under 49
    Minimal Budget
    Under $1,000
  • That is why we take a holistic approach to assisting clients with growing, managing, and protecting their hard work. With more than 180 professionals across 9 locations, we partner with many of the regions most trailblazing and passionate leaders and organizations...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Winchester, Virginia
    Number of Employees
    100 - 249
    Average Hourly Rate
    $250/hr
    Minimal Budget
    $1,000 - $10,000
  • BMSS Advisors & CPAs is the Second Largest Advisory and CPA Firm.

    BMSS Advisors & CPAs is the Second Largest Advisory and CPA Firm.

    BMSS Advisors & CPAs is the Second Largest Advisory and CPA Firm in Alabama with 28 partners, 230 staff, 5 offices, and 7,500+ clients. They have clients who have conducted business in all 50 states as well as 100+ international clients...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Birmingham, Alabama
    Number of Employees
    250 - 499
  • 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
  • The uber of tax preparation services.

    The uber of tax preparation services.

    Taxes Served Corporation is your trusted partner in comprehensive financial solutions. Our dedicated team is committed to providing top-notch services in tax, bookkeeping, and payroll to meet the unique needs of your business...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Hoboken, New Jersey
    Number of Employees
    Under 49
    Average Hourly Rate
    $75/hr
    Minimal Budget
    $1,000 - $10,000

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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