Guthmann Tax Data Breach Lawsuit

On June 25, 2025, Guthmann Tax announced a data breach where an unauthorized user accessed certain clients’ personal information. Although the company has stated that no sensitive data has been misused, this incident raises significant concerns about the security of your personal and financial details. If you were affected, it is crucial to understand your rights and consider potential legal action.

Guthmann Tax’s Data Breach Investigation

Guthmann Tax recently discovered a data breach involving fraudulent tax returns filed using client information. The company immediately acted to contain the situation by terminating the unauthorized user’s access and engaging a cybersecurity expert to assess the scope of the breach. They also notified the IRS and state tax agencies to prevent further harm.

The breach occurred between June 16 and June 18, 2025, when the unauthorized party gained access to one of Guthmann Tax’s systems and transferred data. While the firm asserts that there is no evidence of misuse of sensitive information or impact on tax returns, they took the precautionary step of changing their Electronic Filing Identification Number (EFIN) to enhance security for future filings.

Although Guthmann Tax has not fully clarified which specific information was accessed, their investigation suggests that the following data may have been compromised:

• Name
• Gender
• Date of birth
• Telephone numbers
• Address
• Social Security number
• Employment (W-2) information
• 1099 information
• Direct deposit account details (bank account number and routing information)

The company has reassured clients that no electronic filing credentials were compromised, and no misuse of sensitive data has been identified at this stage. Nonetheless, the breach is an urgent reminder of the vulnerabilities inherent in digital financial systems, especially when dealing with highly sensitive tax information.

When Did This Breach Occur?

The breach occurred between June 16 and June 18, 2025. Guthmann Tax became aware of the fraudulent tax filings on June 25, 2025, when the IRS flagged the returns as suspicious. The company quickly responded by securing the system and informing relevant authorities.

What Information Was Breached?

The unauthorized party potentially gained access to the following personal information:

• Name
• Gender
• Date of birth
• Telephone number(s)
• Address
• Social Security number
• Employment (W-2) information
• 1099 information
• Direct deposit bank account information (including account number and routing information)

While the full scope of the data accessed is still under investigation, these details are typically required for tax filings, making them especially sensitive in cases of fraud or identity theft.

What You Can Do

If you were affected by this breach, there are several steps you can take to protect your personal information and monitor any suspicious activity:

1. Monitor Your Credit: Check your credit reports for any unusual activity. You are entitled to a free credit report from each of the three major credit bureaus every year.
2. Contact the IRS: If you receive any suspicious IRS notifications, alert Guthmann Tax and your tax advisor immediately.
3. Place a Fraud Alert: Consider placing a fraud alert on your credit file to notify creditors that you may be a victim of fraud.
4. Secure Your Accounts: Change passwords and PINs for online banking or tax-related accounts.
5. File a Police Report: If you notice signs of identity theft, filing a report with the police can help protect you legally.

Additionally, consider reaching out to Class Action U for a free consultation. Our partners can help you explore any legal avenues, including class action lawsuits, to address potential financial harm caused by this breach.

File a Data Breach Lawsuit Against Guthmann Tax