HAR Financial Services Inc. ("HAR," "we," "us") provides bookkeeping, payroll, tax preparation, and CFO advisory services from our office at 2304 Park Ave S, Minneapolis, MN 55404. This policy explains what information we collect through haraccounting.com and through our client engagements, how we use and protect it, and the choices you have.
1. Information we collect
Information you give us. When you fill out a form, book a consultation, call, email, or become a client, we may collect your name, business name, phone number, email address, mailing address, and the details you share about your needs.
Client financial information. To deliver our services we collect information such as Social Security or tax identification numbers, bank and payroll records, income and expense records, prior tax returns, employee payroll details, and documents you upload to our client portals.
Information collected automatically. When you visit our website we and our service providers may collect device and usage data such as IP address, browser type, pages viewed, and referring pages through cookies and similar tools.
2. How we use information
- To provide, manage, and bill for the services you request, including preparing and filing returns and running payroll.
- To respond to inquiries, schedule consultations, and send service updates and reminders.
- To meet our legal, regulatory, and professional obligations, including recordkeeping and responding to government agencies.
- To secure our systems, prevent fraud, and improve our website and services.
We do not sell your personal information.
3. How we share information
We share information only as needed to serve you or as the law requires:
- Government agencies such as the IRS, state revenue departments, and the Minnesota Department of Human Services when filing on your behalf or when required.
- Service providers that support our work, such as accounting, payroll, tax, client portal, payment, scheduling, and hosting software. They may use the information only to provide services to us and must protect it.
- People you authorize, such as your banker, lender, attorney, or business partner, when you ask us to.
- Legal and safety reasons, including to comply with a subpoena, court order, or other legal process, or to protect the rights and safety of HAR, our clients, or others.
- Business transfers, if our practice is merged or sold, subject to the same protections described here.
4. Financial privacy notice (GLBA)
As a provider of tax and financial services, HAR follows the privacy and safeguards requirements of the Gramm-Leach-Bliley Act and the FTC Safeguards Rule. We do not disclose nonpublic personal information about current or former clients to nonaffiliated third parties except as permitted by law, such as to process the services you request or to comply with legal requirements. Because we do not share your information in ways that require an opt-out, no action is needed on your part.
5. Tax return information
Federal law (Internal Revenue Code Section 7216) restricts how tax preparers use and disclose tax return information. We will not use or disclose your tax return information for any purpose other than preparing your return unless the law permits it or you give us separate written consent.
6. Text messages
If you give us your mobile number and agree to receive texts, we may send appointment reminders, document requests, and service updates. Message frequency varies, and message and data rates may apply. Reply STOP to opt out or HELP for help.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent are never shared with third parties.
7. Cookies and analytics
Our website uses cookies and similar tools to keep the site working, remember preferences, and understand how visitors use it. Our analytics and advertising partners may set their own cookies. You can block or delete cookies in your browser settings; parts of the site may not work as intended if you do.
8. How we protect information
We maintain a written information security program with administrative, technical, and physical safeguards. These include access controls, encrypted client portals, multi-factor authentication, staff training, and vendor oversight. No method of transmission or storage is completely secure, so please use our secure portals rather than regular email to send sensitive documents.
9. How long we keep information
We keep client records for as long as needed to provide services and to meet legal and professional retention requirements, then dispose of them securely. Website inquiry data is kept only as long as it is useful for responding to you and for our business records.
10. Your choices and rights
You can ask us to access, correct, or delete personal information we hold about you, or to stop sending marketing emails, by contacting us below. Some states, including Minnesota, give residents additional privacy rights; we will honor requests as required by applicable law. We may need to keep certain records to meet legal obligations, and we will verify your identity before acting on a request.
11. Children
Our website is not directed to children under 13, and we do not knowingly collect personal information from them through the site. Information about dependents is collected only from clients as part of tax and payroll services.
12. Changes and contact
We may update this policy from time to time. The effective date above shows when it was last changed.
Questions or requests: HAR Financial Services Inc., 2304 Park Ave S, Minneapolis, MN 55404. Phone (612) 314-2048. Email [email protected]. You can also reach us through our contact page.
