Effective Date: January 1, 2026
Hogan – Hansen, A Professional Corporation (“we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of our clients’ personal and financial information. This Privacy Policy explains how we collect, use, safeguard, and disclose information obtained in the course of providing professional accounting and tax services.
Information We Collect
In order to provide accounting, tax, and advisory services, we may collect nonpublic personal information about you, including but not limited to:
· Information you provide on tax organizers, financial statements, and other documents
· Information obtained from interviews, phone calls, emails, and online portals
· Information received from third parties with your authorization (e.g., banks, payroll providers, or investment advisors)
How We Use Information
We use your information solely for legitimate business purposes, including:
· Preparing tax returns and financial reports
· Providing accounting, consulting, and advisory services
· Complying with legal, regulatory, and professional requirements
Disclosure of Information
We do not disclose your nonpublic personal information to third parties except:
· As necessary to provide professional services you request
· As required or permitted by law (including IRS and Iowa regulatory requirements)
· To service providers who assist us in operating our business, provided they agree to maintain confidentiality
· With your explicit consent
We do not sell or share client information for marketing purposes.
Data Security
We maintain physical, electronic, and procedural safeguards that comply with professional standards to protect your information from unauthorized access, use, or disclosure. Access to client information is limited to employees and contractors who need it to perform their job responsibilities.
Retention of Records
We retain client records for the period required by law, regulation, or professional standards. After that time, records are securely destroyed.
Your Rights
You may request access to or correction of your personal information, subject to legal and professional limitations. Questions or concerns regarding your privacy may be directed to us using the contact information below.
Changes to This Policy
We reserve the right to update this Privacy Policy as laws or business practices change. Any updates will be made available upon request or through our website, if applicable.
Contact Information
If you have questions about this Privacy Policy or our privacy practices, please contact:
Managing Partner, Hogan- Hansen
3128 Brockway Road
Waterloo, IA 50701
319-233-5225
