Sax, LLP Reports 2024 Network Breach, Client Data Exposed

Sax, LLP, a professional services firm specializing in accounting and financial services, detected unauthorized access to its network environment on August 7, 2024. The firm subsequently filed a report on December 22, 2025, notifying regulators and affected individuals in Montana about the security incident. The investigation into the full scope of the breach and its impacts is currently under monitoring.

The breach exposed a range of highly sensitive personal and financial information belonging to clients. Data potentially accessed by unauthorized actors includes Full Name, Social Security Number, Date of Birth, Tax Return Information, Financial Account Number, Routing Number, Wage and Compensation Information, and Home Address. This combination of data types can present significant risks for affected individuals.

Given the nature of the exposed information, individuals who received a notification are advised to take proactive measures to protect their personal and financial security. This includes placing a fraud alert or security freeze on credit reports with the major credit bureaus, which can help prevent the opening of new fraudulent accounts.

It is also recommended that affected individuals carefully review all financial statements and account activity for any suspicious or unauthorized transactions. Staying vigilant for unsolicited communications, such as emails or calls attempting to acquire further personal details, is another important step to help mitigate potential harm following a data incident of this type.