AccidentalProfessional ServicesProfessional ServicesMisdeliveryCustomer Data InvolvedIdentity (basic)Government IDMediumResolved

Andersen Tax

bd_f236458d151c5e99 · schema v1 · pii pii-v1

Severity

Medium

Discovered

Jun 30, 2023

Filed

Jul 26, 2023

To disclose

26 days

Affected

1state residents only

Confidence

65%

Full breach record for Andersen Tax →4 incidents on file

Andersen Tax, LLC notified Montana residents that on June 29, 2023, a software error caused an email attachment containing K-1 forms with personal information (name, address, SSN) of limited partners to be sent to the wrong recipients. The error was discovered on June 30, 2023. Andersen offered 24 months of Experian IdentityWorks.

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Incident timeline

undetected · 1 days

discovery → filing · 26 days

Jun 29, 2023

Begins

Jun 30, 2023

Discovered

Jul 26, 2023

Filed

vs. sector median

14 wks faster

Tracked as a single-filing incident — the only disclosure on record for this event so far.Confirmed1 affectedView incident

Name: Andersen Tax
norm: andersen tax
Domain: andersentax.com

Name: Andersen Tax
norm: andersen tax
Domain: andersentax.com
Industry: Professional Servicesllm

Discovered: Jun 30, 2023
Breach occurred: Jun 29, 2023
Undetected for: 1 dayoccurrence → discovery
Materiality determined: —
Notification sent: Jul 1, 2023
Affected individuals: 1state-resident count only
Data types: Identity (basic)Government ID
Data elements: Social Security numberDate of birth
Attack vector: Misconfiguration
MITRE ATT&CK: T1119 Automated Collection

During the incident: Launched an internal investigation to determine the impact and scope of the incident
Working closely with our vendor to add additional oversight to our mailing process
Notified the Chief Operating Officer and a Director at <CLIENT>
Offering complimentary access to Experian IdentityWorks for 24 months
Changes made: Add additional oversight to our mailing process to prevent a similar error from happening in the future
Evaluate and modify our internal controls (including oversight of our vendors) to enhance the security and privacy of your personal information
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 26 days(26 days from discovery to filing)
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://dojmt.gov/wp-content/uploads/OCP/Consumer-notification-letter-470.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Jul 26, 2023
Raw hash: 8a03b185218eec17a39f6071233f5159e1afab8ac0301abd6c28de2ac48736d9

Reporting entityAndersen Tax

Victim entityAndersen Tax

Incidentdiscovered Jun 30, 2023

Stated responseLaunched an internal investigation to determine the impact and scope of the incident

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancedojmt.gov