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Optima Tax Relief, LLC data breach

Optima Tax Relief, LLC appears in 7 breach notices filed with Texas AG, California AG, New Hampshire DOJ, Montana DOJ and Maryland AG, most recently reported on November 19, 2025.

Breach notices filed with regulators

ReportedFiled withBreach date(s)People affectedData involvedSource
Nov 19, 2025Texas AGMay 1, 2025 – May 16, 2025 2,351 Texas residents Name of individualSocial Security Number InformationDriver’s License numberFinancial Information (e.g. account number, credit or debit card number)Medical InformationHealth Insurance InformationTexas AG list ↗
Nov 18, 2025California AGMay 1, 2025, May 6, 2025 Not listed Not listedCalifornia AG list ↗
Nov 18, 2025New Hampshire DOJNot listed Not listed Not listedNotice ↗
Aug 15, 2025California AGMay 1, 2025, May 6, 2025 Not listed Not listedCalifornia AG list ↗
Aug 15, 2025New Hampshire DOJNot listed Not listed Not listedNotice ↗
May 2, 2023Montana DOJNov 1, 2022 – Nov 30, 2022 3 Montana residents Not listedNotice ↗
May 2, 2023Maryland AGNot listed 70 Maryland residents NameSocial Security numberDate of birthAddressNotice ↗

Each row is a notice as published by the agency. For state lists, the number affected counts only that state's residents; HHS lists the total reported. SEC rows are Form 8-K Item 1.05 filings, which usually don't give a count. A notice does not mean a settlement exists, and a settlement may cover a different incident than a given notice.

Is there a settlement?

We don't track an open class-action settlement for Optima Tax Relief, LLC right now. Settlements usually come months or years after a breach. Get an email when new settlements are announced.

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