HackingProfessional ServicesProfessional ServicesStolen CredentialsTargetedCustomer Data InvolvedPIIIdentity (basic)Government IDMediumContained

Theresa Gordon Tax Services

bd_20f4564cfd93bda1 · schema v1 · pii pii-v1

Severity

Medium

Discovered

Aug 9, 2024

Filed

Sep 12, 2024

To disclose

5 weeks

Affected

3state residents only

Linked

2 filings

Confidence

66%

Full breach record for Theresa Gordon Tax Services →

Theresa Gordon Tax Services, Inc. notified Montana residents of unauthorized access to its tax filing applications between May 21 and July 12, 2023. The incident was discovered on August 9, 2024. Personal information, including names and Social Security numbers, may have been accessed. The company coordinated with the IRS, obtained a new EFIN, enforced MFA, and engaged forensic investigators. Affected individuals were offered complimentary Experian IdentityWorks membership.

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Incident timeline

undetected · 446 days

discovery → filing · 5 weeks / 34 days

May 21, 2023

Begins

Aug 9, 2024

Discovered

Sep 12, 2024

Filed

vs. sector median

15 wks faster

This filing is one of 2 filings about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (1) · sorted by filing gap

California State AGbd_eabfc1cb4743e9b32024-09-12Verified

Name: Theresa Gordon Tax Services
norm: theresa gordon tax

Name: Theresa Gordon Tax Services
norm: theresa gordon tax
Industry: Professional Servicesllm

Discovered: Aug 9, 2024
Breach occurred: May 21, 2023 – Jul 12, 2023
Undetected for: 446 daysoccurrence → discovery
Materiality determined: —
Notification sent: —
Affected individuals: 3state-resident count only
Data types: PIIIdentity (basic)Government ID
Attack vector: Unauthorized Access
MITRE ATT&CK: T1190 Exploit Public-Facing ApplicationT1078 Valid Accounts
Threat actor: ExternalFinancial
Regulator citations: Coordinated with the IRS
Initial access: valid_credentials

During the incident: Coordinated with the IRS to provide them with more information
Obtained a new EFIN number
Provided specific information to the IRS in order to protect TG Tax Services clients from potential fraudulent returns
Reached out to its tax application providers to ensure that their security systems were revised
Enforced multi-factor authentication
Launched an investigation in consultation with outside cybersecurity professionals
Changes made: Ensured that security systems were revised
Enforced multi-factor authentication
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 5 weeks(34 days from discovery to filing)
Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 2 filings · 2 states

View merged incident ↗

California State AGSep 12 · first

Montana State AGSep 12 · 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-1674.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Sep 12, 2024
Raw hash: 55a4f9e948ebb383367440cd2bb7d2aefb7acb29eb835374ecc5f44cb28ed6be

Linked disclosures

Regulatory filings (1) · sorted by filing gap

Reporting entityTheresa Gordon Tax Services

Victim entityTheresa Gordon Tax Services

Incidentdiscovered Aug 9, 2024

Stated responseCoordinated with the IRS to provide them with more information

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancedojmt.gov