UnknownProfessional ServicesProfessional ServicesCustomer Data InvolvedPIIIdentity (basic)Financial accountEmploymentLowContained

Equitable Tax Service

bd_4878856c90b70a12 · schema v1 · pii pii-v1

Severity

Low

Discovered

—

Filed

May 16, 2017

To disclose

—

Affected

Not disclosed

Confidence

65%

Full breach record for Equitable Tax Service →

Equitable Tax Service notified the California Attorney General of a data security incident occurring on March 16, 2017. The company engaged legal counsel and reported the incident to law enforcement, the California Franchise Tax Board, and the IRS. Systems were scanned for malware and found clean. The company switched to secure file sharing (ShareFile) and offered one year of LifeLock identity theft protection to affected clients. The specific nature of the breach and data types are not detailed in the provided summary, but tax-related PII and financial data are implied by the context of a tax service provider and IRS notification.

J jump to incidentP pin to compareR raw source

Incident timeline

Mar 16, 2017

Begins

May 16, 2017

Filed

Tracked as a single-filing incident — the only disclosure on record for this event so far.ConfirmedView incident

Name: Equitable Tax Service
norm: equitable tax service

Name: Equitable Tax Service
norm: equitable tax service
Industry: Professional Servicesllm

Discovered: —
Breach occurred: Mar 16, 2017
Materiality determined: —
Notification sent: May 16, 2017
Affected individuals: Not disclosed
Data types: PIIIdentity (basic)Financial accountEmployment
Attack vector: Unknown
Regulator citations: Reported the incident to the California Franchise Tax BoardReported the incident to the Internal Revenue Service

During the incident: Engaged legal counsel
Reported the incident to the appropriate authorities, including law enforcement, the California Franchise Tax Board, and the Internal Revenue Service
Had its systems professionally scanned to confirm that no additional future risk exists via embedded viruses or malware
Switched over to using the ShareFile system for secure file sharing and transfer
Retained LifeLock to provide one (1) year of complimentary LifeLock Standard identity theft protection
Changes made: Switched over to using the ShareFile system for secure file sharing and transfer
Requested clients not to send sensitive information via direct email but to request a secure link
Source: Quoted from the filing itself, not independently verified.

Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

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://oag.ca.gov/ecrime/databreach/reports/sb24-68892
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: May 16, 2017
Raw hash: 225aa4c16cdea2700fa19a116eb66e6d4fe428d27749a794c1cef65417e4abc0

Reporting entityEquitable Tax Service

Victim entityEquitable Tax Service

IncidentUnknown

Stated responseEngaged legal counsel

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenanceoag.ca.gov