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MonitoringMontana AG filing · December 22, 2025

Sax, LLP Discloses Data Breach Impacting Client Personal Information

Professional services firm Sax, LLP filed a data breach notification with the Montana Attorney General in December 2025, detailing a cybersecurity incident from August 7, 2024. The breach reportedly exposed sensitive client data including Full Name, Social Security Number, and financial account details. Affected individuals should review official records to understand the specific risks involved.

State
Montana
Breach date
August 7, 2024
Reported
December 22, 2025

What may have been exposed

  • Full Name
  • Social Security Number
  • Date of Birth
  • Tax Return Information
  • Financial Account Number
  • Routing Number
  • Wage and Compensation Information
  • Home Address

Sax, LLP, a professional services firm specializing in accounting and financial consulting, reported a data breach to the Montana Attorney General's office on December 22, 2025. This filing confirmed a cybersecurity incident that took place on August 7, 2024.

The breach involved unauthorized access to the firm's network environment. The types of client data reported as exposed included Full Name, Social Security Number, Date of Birth, Tax Return Information, Financial Account Number, Routing Number, Wage and Compensation Information, and Home Address.

Such an exposure of personal and financial identifiers carries a risk of identity theft and potential financial fraud. Given the extensive sensitive information that accounting firms typically manage, clients of Sax, LLP should remain especially vigilant following this incident.

Individuals who have received a notification regarding this breach are advised to actively monitor their financial accounts and credit reports for any unusual or unauthorized activity. Placing a fraud alert or security freeze on their credit files with the three major credit bureaus is a widely recommended protective step.

These details are based on public filings made with state regulatory bodies by Sax, LLP. The status of the investigation into this cybersecurity incident is currently listed as monitoring.

What to do if you were affected

Based on the categories of information reported in this filing, these steps can help limit the risk of identity theft and fraud.

  • Freeze your credit

    Place a free credit freeze with Equifax, Experian, and TransUnion. A freeze blocks new accounts from being opened in your name and can be lifted anytime.

  • Guard against tax fraud

    File your tax return as early as possible and consider requesting an IRS Identity Protection PIN so no one can file a fraudulent return in your name.

  • Watch your financial accounts

    Review bank and card statements for unfamiliar activity and turn on transaction alerts. Report anything you don't recognize to your bank right away.

  • Stay alert to targeted scams

    Be cautious of calls, texts, or emails that reference this breach. Legitimate organizations won't ask you to confirm sensitive details through an unsolicited message.

  • Keep your notification letter

    Save the notice you received. It documents that your information was involved and is often needed to enroll in any credit monitoring offered or to join a related legal claim.

What to know about the Sax, LLP data breach

How many people were affected by the Sax, LLP data breach, and what was exposed?
The filing does not give a count of affected people and lists the following information as involved: Full Name, Social Security Number, Date of Birth, Tax Return Information, Financial Account Number, Routing Number, Wage and Compensation Information, Home Address. Your own letter is the best guide to what was exposed about you, since notices are usually tailored to each person.
Where can I see the official Sax, LLP breach notice?
Sax, LLP's report is published by the Montana Attorney General: https://dojmt.gov/office-of-consumer-protection/reported-data-breaches/#mt-sax-llp-2025 Compare it with the letter you received to confirm the dates and details match.
What should I do after getting the Sax, LLP data breach notice?
Keep the letter and the envelope, and note the date it arrived. Freeze your credit with Equifax, Experian and TransUnion, change any passwords the notice mentions, and sign up for any free credit monitoring the letter offers. Then check whether you may have a claim.
Is the Sax, LLP data breach letter legit or a scam?
A notice from Sax, LLP in the mail matches the breach Sax, LLP reported to the Montana Attorney General on December 22, 2025. Check that the company name and dates in your letter match that filing. A real notice of data security incident won't ask for your password, Social Security number or a payment — if it does, contact Sax, LLP through a phone number or website you find yourself.
Did Sax, LLP offer free credit monitoring?
Look for an enrollment code in your Sax, LLP notice. Companies that offer free credit monitoring after a breach usually include it there, with a deadline to activate. Because Social Security numbers are listed in this filing, identity monitoring and a credit freeze matter more than usual. Signing up doesn't waive any legal rights you may have.
Can I sue Sax, LLP over the data breach?
It depends on what was exposed, the law in Montana and your own state, and whether you've been harmed. Most people take part through a class action rather than suing alone. Keep your notification letter — it's the proof that connects you to the breach.
Is there a Sax, LLP data breach class action lawsuit?
Law firms often open an investigation after a breach notice like this one, and a class action lawsuit may follow. This page doesn't confirm that a lawsuit has been filed against Sax, LLP. You usually don't have to join a class action to be included — if a settlement is reached, class members are notified and can file a claim.
How much could a Sax, LLP data breach settlement or claim be worth?
There is no set amount, and no Sax, LLP settlement is confirmed here. In past data breach settlements, payments depended on what data was exposed and on documented losses — fraud, out-of-pocket costs and time spent dealing with the breach. The filing lists Full Name, Social Security Number, Date of Birth as involved. Keep receipts and records; they're what damages claims are built on.
Do I need a Sax, LLP data breach lawyer or attorney?
An attorney can read your notice and tell you whether a claim makes sense. A case review here is free, and data breach cases are usually handled on contingency, so there is no upfront cost.

Source: Montana Attorney General filing

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