HackingProfessional ServicesProfessional ServicesStolen CredentialsCustomer Data InvolvedTargetedIdentity (basic)LowContained

Simons Bitzer & Associates

bd_84241bcd5e05be02 · schema v1 · pii pii-v1

Severity

Low

Discovered

Jul 13, 2022

Filed

Aug 1, 2022

To disclose

19 days

Affected

3state residents only

Linked

3 filings

Confidence

66%

Full breach record for Simons Bitzer & Associates →

Simons Bitzer & Associates notified clients that an unauthorized party accessed personal information between Feb 1-4, 2022. Discovery occurred July 13, 2022, following IRS correspondence regarding fraudulent tax returns. Affected data included names. The firm engaged forensic investigators, changed passwords and EFINs, and offered 12 months of credit monitoring.

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Incident timeline

undetected · 162 days

discovery → filing · 19 days

Feb 1, 2022

Begins

Jul 13, 2022

Discovered

Aug 1, 2022

Filed

vs. sector median

15 wks faster

This filing is one of 3 about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (2) · sorted by filing gap

Indiana State AGbd_068c22d879b927fc2022-08-01Verified
Massachusetts State AGbd_1d066ceef46d477a2022-08-02 · +1dVerified

Name: Simons Bitzer & Associates
norm: simons bitzer associates

Name: Simons Bitzer & Associates
norm: simons bitzer associates
Industry: Professional Servicesllm

Discovered: Jul 13, 2022
Breach occurred: Feb 1, 2022 – Feb 4, 2022
Undetected for: 162 daysoccurrence → discovery
Materiality determined: —
Notification sent: —
Affected individuals: 3state-resident count only
Data types: Identity (basic)
Attack vector: Unauthorized Access
MITRE ATT&CK: T1078 Valid Accounts
Threat actor: ExternalFinancial
Regulator citations: Notified the IRS
Initial access: valid_credentials

During the incident: Notified the IRS
Changed our electronic filing identification number
Changed passwords
Engaged cyber security professionals who regularly investigate and analyze these types of situations
Changes made: Offering a complimentary one-year membership of Experian IdentityWorks Credit 3B
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 19 days(19 days from discovery to filing)
Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 3 filings · 3 states

View merged incident ↗

Indiana State AGAug 1 · first

Montana State AGAug 1 · first · this page

Massachusetts State AG+1d

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-456.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Aug 1, 2022
Raw hash: d42f9bf99eed2002b87c6772d7efdbe91e169a2b5688236ea95fe69081d51b17

Linked disclosures

Regulatory filings (2) · sorted by filing gap

Reporting entitySimons Bitzer & Associates

Victim entitySimons Bitzer & Associates

Incidentdiscovered Jul 13, 2022

Stated responseNotified the IRS

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancedojmt.gov