Sax, LLP data breach

Clerk's notes

Sax, LLP, a professional services firm specializing in accounting, tax preparation, and financial consulting, reported a cybersecurity incident to the Montana Attorney General's office on December 22, 2025. The firm indicated that unauthorized actors gained access to their network environment, with the breach date identified as August 7, 2024. The investigation into this incident is currently in a monitoring status.

According to the breach notification, the exposed client data includes highly sensitive categories such as Full Name, Social Security Number, Date of Birth, Tax Return Information, Financial Account Number, Routing Number, Wage and Compensation Information, and Home Address. The compromise of this combination of personal and financial identifiers creates a substantial risk for those affected.

The exposure of Social Security Numbers and dates of birth can enable identity theft, allowing fraudsters to open new accounts or file fraudulent tax returns. Furthermore, compromised financial account and routing numbers, alongside wage and tax return information, significantly heighten the risk of direct financial fraud and account takeovers.

Firms like Sax, LLP are entrusted with a high volume of confidential client data and are legally obligated to implement robust security measures to protect it. A data breach of this nature suggests that there may have been a failure in these critical safeguards, potentially falling short of industry standards for data protection.

If you received a data breach notification letter from Sax, LLP, it is a formal acknowledgment that your private information was compromised. This notification establishes the basis for you to understand your legal rights and explore potential avenues for accountability.

There is no requirement to prove that financial fraud has already occurred to consider your options; the increased risk of future identity theft and financial harm is a recognized injury. We offer a free, no-obligation case review to help individuals in Montana understand the potential implications of this breach and evaluate their eligibility for legal action.

If a notification letter about this breach reached you, see every Montana data breach on file or browse all cases.