Social EngineeringProfessional ServicesProfessional ServicesPhishingStolen CredentialsCustomer Data InvolvedTargetedIdentity (basic)Government IDFinancial accountMediumContained

Allied CPAs

bd_16742062591dea59 · schema v1 · pii pii-v1

Severity

Medium

Discovered

Jun 22, 2024

Filed

Oct 4, 2024

To disclose

15 weeks

Affected

3state residents only

Linked

6 filings

Confidence

66%

Full breach record for Allied CPAs →

Allied CPAs, P.C. notified Montana residents of a security incident discovered on June 22, 2024, where an unauthorized actor accessed an employee's email and tax software via phishing. Impacted data included names, SSNs, DOBs, and financial account info. The company engaged forensic specialists, notified law enforcement, and offered 12 months of credit monitoring.

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Incident timeline

discovery → filing · 15 weeks / 104 days

Jun 22, 2024

Discovered

Oct 4, 2024

Filed

vs. sector median

5 wks faster

This filing is one of 6 filings about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (5) · sorted by filing gap

New Hampshire State AGbd_351fa148c3762d2b2024-10-04Verified
Massachusetts State AGbd_678749b6c56b203c2024-10-04Verified
Indiana State AGbd_707ed76a63e8fa292024-10-04Verified
Vermont State AGbd_8e071145f4e0291d2024-10-04Verified

Show 1 more filing ↓

Maine State AGbd_b8c1862f70c67b4c2024-10-04Candidate

Name: Allied CPAs
norm: allied cpas

Name: Allied CPAs
norm: allied cpas
Industry: Professional Servicesllm

Discovered: Jun 22, 2024
Materiality determined: —
Notification sent: Oct 4, 2024
Affected individuals: 3state-resident count only
Data types: Identity (basic)Government IDFinancial account
Data elements: Social Security numberDate of birth
Attack vector: Phishing
MITRE ATT&CK: T1566.002 Spearphishing LinkT1078 Valid AccountsT1114 Email Collection
Threat actor: ExternalFinancial
Regulator citations: notified law enforcement
Initial access: phishing_link

During the incident: Launched an investigation, with the assistance of third-party forensic specialists
Notified law enforcement
Enhanced its existing security protocols
Providing you with access to complimentary credit monitoring services at no charge
Changes made: Enhanced its existing security protocols
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 15 weeks(104 days from discovery to filing)
Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 6 filings · 6 states

View merged incident ↗

New Hampshire State AGOct 4 · first

Massachusetts State AGOct 4 · first

Indiana State AGOct 4 · first

Vermont State AGOct 4 · first

Maine State AGOct 4 · first

Montana State AGOct 4 · first · this page

Evidence ladder

Leak-site claim

Attacker assertion only. Establishes: claim date, group, alleged victim.

Press / market report

Unlocks: incident narrative, operational impact. Still no compliance clock.

State AG / regulator filingThis record

Unlocks: discovery date, data types, affected count, compliance clock.

SEC 8-K / victim statement

Unlocks: materiality, stated response, full audit trail. Ceiling removed.

Source URL: https://dojmt.gov/wp-content/uploads/OCP/Consumer-notification-letter-1741.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Oct 4, 2024
Raw hash: bdc6f934003d3962780b3894c60a91d044a768115ee679865ba41c7ef63862be

Linked disclosures

Regulatory filings (5) · sorted by filing gap

Reporting entityAllied CPAs

Victim entityAllied CPAs

Incidentdiscovered Jun 22, 2024

Stated responseLaunched an investigation, with the assistance of third-party forensic specialists

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancedojmt.gov