Accounting firm Heier Weisbrot & Bernstein suffers data breach, exposing client information

Heier Weisbrot & Bernstein, a Cherry Hill-based accounting firm specializing in a broad spectrum of financial services known for its expertise in tax preparation, consulting, and outsourced CFO services, has officially notified the Attorney General of Maine about a significant data breach involving unauthorized access to sensitive consumer information. The breach, disclosed on August 7, follows an earlier detection of suspicious activity on June 27, 2024, involving unauthorized tax returns filed using the firm’s tax software.

According to the notice, the breach allowed an unauthorized party to access confidential information, including names, Social Security numbers, driver’s license numbers, and financial account numbers. The firm’s internal investigation, which concluded on July 29, 2024, confirmed that the unauthorized access occurred between June 22 and June 26, 2024.

In response to the breach, Heier Weisbrot & Bernstein promptly reported the incident to the IRS and launched a thorough investigation to assess the extent of the data compromise. Affected individuals have been notified through data breach letters detailing the compromised information and providing guidance on steps to protect themselves.

Heier Weisbrot & Bernstein is currently addressing the breach and safeguarding its clients’ information. Individuals who received a data breach notification are advised to review the information provided and consult a data breach lawyer to understand their rights and mitigate potential fraud or identity theft risks.

For further information on protecting oneself and exploring legal options, affected individuals can refer to additional resources provided by Heier Weisbrot & Bernstein.