HackingFinancial ServicesFinanceStolen CredentialsSupply Chain (3P Vendor)Customer Data InvolvedIdentity (basic)Government IDFinancial accountMediumContained

Class Advisors

bd_89891351366433b0 · schema v1 · pii pii-v1

Severity

Medium

Discovered

—

Filed

Jun 19, 2024

To disclose

—

Affected

Not disclosed

Linked

3 filings

Confidence

65%

Full breach record for Class Advisors →

Class Advisors notified consumers that an unauthorized individual gained access to certain data between February 12, 2024, and March 6, 2024, following notification from a vendor regarding attempted fraudulent tax returns. Affected data may include names, dates of birth, Social Security numbers, and financial account information. The company engaged third-party specialists, notified the IRS and law enforcement, and is offering credit monitoring.

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Incident timeline

Feb 12, 2024

Begins

Jun 19, 2024

Filed

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_a8291dd946966f722024-06-19Verified
California State AGbd_1d32ec27eb63fdf32024-06-20 · +1dCandidate

Name: Class Advisors
norm: class advisors
Domain: classaccountingservices.com

Name: Class Advisors
norm: class advisors
Domain: classaccountingservices.com
Industry: Financial Servicesllm

Discovered: —
Breach occurred: Feb 12, 2024 – Mar 6, 2024
Materiality determined: —
Notification sent: —
Affected individuals: Not disclosed
Data types: Identity (basic)Government IDFinancial account
Data elements: Social Security numberDate of birth
Attack vector: Third-Party / Supply Chain
MITRE ATT&CK: T1078 Valid Accounts
Threat actor: ExternalFinancial
Regulator citations: Notified the IRS
Initial access: supply_chain

During the incident: Took immediate steps to respond to and investigate the matter
Contacted the IRS
Engaged third-party specialists to assist in conducting a full investigation
Secured our systems
Notified law enforcement
Offering 12/24 months of complimentary credit monitoring and identity protection services
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.

Filing propagation · 3 filings · 3 states

View merged incident ↗

Indiana State AGJun 19 · first

Vermont State AGJun 19 · first · this page

California 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://ago.vermont.gov/document/2024-06-19-class-advisors-data-breach-notice-consumers
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Jun 19, 2024
Raw hash: 8ad34980155f117b6780d486dcb1648992d73dad49d38e9bd814e12fb8ea7e55

Linked disclosures

Regulatory filings (2) · sorted by filing gap

Reporting entityClass Advisors

Victim entityClass Advisors

IncidentThird-Party / Supply Chain

Stated responseTook immediate steps to respond to and investigate the matter

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenanceago.vermont.gov