HackingFinancial ServicesFinanceStolen CredentialsSupply Chain (3P Vendor)Data ExfiltratedTargetedIdentity (basic)Government IDFinancial accountPIIMediumContained

Martin Tax & Financial Services

bd_fe8f93c86ef50cce · schema v1 · pii pii-v1

Severity

Medium

Discovered

Feb 15, 2022

Filed

Apr 29, 2022

To disclose

10 weeks

Affected

1state residents only

Linked

2 filings

Confidence

65%

Full breach record for Martin Tax & Financial Services →

Martin Tax & Financial Services notified clients of a data breach involving fraudulent tax filings. The incident was discovered on Feb 15, 2022, after the tax software provider Thomson Reuters reported suspicious activity. Exposed data included names, SSNs, and financial info. The incident was contained, and the FBI and IRS were notified. Clients were offered credit monitoring.

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Incident timeline

discovery → filing · 10 weeks / 73 days

Feb 15, 2022

Discovered

Apr 29, 2022

Filed

vs. sector median

+2 wks slower

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

Linked disclosures

Why this link?

Regulatory filings (1) · sorted by filing gap

Maine State AGbd_0886b0c2a6c094732022-04-29Candidate

Name: Martin Tax & Financial Services
norm: martin tax financial

Name: Martin Tax & Financial Services
norm: martin tax financial
Also named: Mike Martin & Associates, Inc.dba oflegal entity
Martin Tax & Financial Servicesdba oftrade name
Industry: Financial Servicesllm

Discovered: Feb 15, 2022
Materiality determined: —
Notification sent: Apr 29, 2022
Affected individuals: 1state-resident count only
Data types: Identity (basic)Government IDFinancial accountPII
Attack vector: Third-Party / Supply Chain
MITRE ATT&CK: T1195 Supply Chain CompromiseT1078 Valid Accounts
Threat actor: ExternalFinancial
Regulator citations: Notified the FBIWorked with the IRS to enroll clients in the Taxpayer Protection Program
Third party: via Thomson Reuters
Initial access: supply_chain

During the incident: Engaged a forensic cybersecurity firm to conduct a forensic investigation
Confirmed the security of our computer systems
Confirmed that the incident had been contained
Eliminated any unauthorized access to our computer systems
Enhanced our technical security measures and procedures
Implemented additional security awareness training procedures
Enrolled clients in the IRS Taxpayer Protection Program
Notified the FBI
Changes made: Enhanced technical security measures and procedures
Implemented additional security awareness training procedures
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 10 weeks(73 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 ↗

Maine State AGApr 29 · first

Montana State AGApr 29 · 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-338.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Apr 29, 2022
Raw hash: 9971ada13a8665c819eea5924da6ece3b8a4d6fb9f3ea172a4e18a51a160db05

Linked disclosures

Regulatory filings (1) · sorted by filing gap

Reporting entityMartin Tax & Financial Services

Victim entityMartin Tax & Financial Services

Incidentdiscovered Feb 15, 2022

Stated responseEngaged a forensic cybersecurity firm to conduct a forensic investigation

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancedojmt.gov