On or about May 1, 2025, Optima Tax Relief, LLC identified unusual activity within its network. The company immediately secured the environment and engaged independent IT security and forensic investigators to investigate the incident. The investigation determined that unauthorized access occurred between May 1, 2025, and May 6, 2025, during which certain files were copied.
While there is no evidence of identity theft or fraud, the review concluded that some personal information may have been involved. Optima is notifying affected individuals out of an abundance of caution and offering complimentary identity monitoring services through Kroll, which includes credit monitoring, fraud consultation, and identity theft restoration.
Optima is a tax resolution firm that helps individuals and small business owners nationwide resolve unmanageable IRS and state tax burdens. The company is headquartered in Santa Ana, California, and employs a team of in-house tax attorneys, CPAs, and enrolled agents.
Following the breach, Optima implemented enhanced security measures and continues to monitor its systems.
If you received a Data Breach notification letter from Optima, it confirms that your information was potentially impacted.
What information is involved in the Optima Tax Relief, LLC Data Breach?
Compromised information may include:
First Name
Last Name
Social Security Number
Financial Account Number
Your Personally Identifiable Information (PII) includes details that can be used to identify you. Organizations are legally obligated to safeguard this data, and failure to do so can result in statutory fines and other legal consequences. If PII is stolen, it may be exploited by criminals to commit identity fraud.
If your data has been exposed in a breach, one of the most effective steps you can take is to enroll in credit and identity monitoring services promptly.
Residents of California benefit from additional privacy protections under the California Consumer Privacy Act (CCPA), which grants enhanced rights regarding personal data.
If you received a NOTICE OF DATA BREACH letter from Optima, your personal and financial information may be at risk. This type of data can be exploited by identity thieves to commit fraud and other crimes.
Contact the Data Breach Attorneys at Emery | Reddy today for a Free Case Review.