Privacy Policy
Effective date: July 27, 2026
Madsen and Company (“Madsen and Company,” “we,” “our,” or “us”) respects the privacy and confidentiality of the individuals and businesses we serve. This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information obtained through our website, communications, client portal, and professional services.
This policy does not replace any separate privacy notice, engagement agreement, authorization, or consent required in connection with tax-return preparation or other professional services.
1. Information We Collect
The information we collect depends on how you interact with us.
Information you provide through our website
We may collect information that you voluntarily provide through our contact forms, scheduling tools, or other website features, including:
- Name
- Email address
- Telephone number
- Business or entity information
- General information about the services you are seeking
- Appointment details
- Messages and other information you choose to provide
Do not submit Social Security numbers, tax returns, W-2s, banking information, account credentials, or other sensitive financial documents through our website contact form or ordinary email.
Information collected while providing professional services
When you become a client, we may collect nonpublic personal and financial information necessary to provide tax, accounting, payroll, advisory, or related services. This may include:
- Social Security numbers and taxpayer identification numbers
- Dates of birth and dependent information
- Income, employment, investment, and retirement information
- Tax returns, tax forms, organizers, and supporting documents
- Business ownership and entity information
- Payroll and employee information
- Real estate and rental-property information
- Banking, payment, and transaction information
- Information received from authorized representatives, financial institutions, government agencies, employers, and other sources
Sensitive client documents should be exchanged only through our secure client portal or another method specifically approved by Madsen and Company.
Information collected automatically
Our website platform and embedded services may automatically collect limited technical information, such as:
- Internet Protocol address
- Browser and device type
- Operating system
- Pages visited and time spent on the website
- Referring website
- General geographic information
- Cookie and similar technology information
This information may be used to operate, secure, maintain, and improve the website.
2. How We Use Information
We may use personal information to:
- Respond to inquiries
- Schedule consultations and appointments
- Establish and manage client relationships
- Provide tax preparation, tax planning, accounting, payroll, advisory, and related professional services
- Prepare and electronically file tax returns and other required filings
- Communicate about services, deadlines, documents, payments, and account activity
- Authenticate and administer client-portal access
- Process invoices and payments
- Maintain business and professional records
- Operate, maintain, improve, and secure our website and systems
- Detect or prevent fraud, unauthorized access, or other security incidents
- Comply with legal, regulatory, ethical, and professional obligations
- Exercise or defend legal rights
- Carry out another purpose disclosed when the information is collected or authorized by you
We do not use tax-return information for unrelated purposes except with appropriate authorization or as otherwise permitted by law.
3. How We Disclose Information
We do not sell or rent personal information.
We may disclose information in the following limited circumstances:
Service providers
We may provide information to service providers that perform functions on our behalf, such as:
- Website hosting and maintenance
- Contact-form processing
- Appointment scheduling
- Secure client-portal and document-management services
- Tax preparation, accounting, payroll, and electronic-filing software
- Electronic signatures
- Email and text-message delivery
- Payment processing
- Cloud storage and data backup
- Information technology and cybersecurity support
- Professional consulting and legal services
These providers receive information only as reasonably necessary to perform services for us and are subject to applicable contractual, professional, and legal obligations.
Legal and regulatory purposes
We may disclose information when required or permitted by law, including in response to:
- Court orders, subpoenas, or other lawful process
- Requests from tax authorities or regulatory agencies
- Professional standards and licensing requirements
- Fraud prevention or security investigations
- Claims involving our professional services
- A threat to the rights, safety, or property of Madsen and Company, our clients, or others
Business transactions
Information may be disclosed in connection with a proposed or completed merger, acquisition, reorganization, financing, or sale of all or part of the practice. Any such disclosure will remain subject to applicable confidentiality requirements and restrictions governing tax-return information.
At your direction
We may disclose information to another person or organization when you authorize or direct us to do so.
4. Tax-Return Information and Client Confidentiality
Information furnished to us in connection with preparing a tax return may be protected by federal laws and regulations governing the use and disclosure of tax-return information, including Internal Revenue Code Section 7216 and related regulations.
We use and disclose tax-return information only as authorized by the client or as otherwise permitted by law. When a separate written consent is legally required, this Privacy Policy does not replace that consent.
We are also subject to professional standards and ethical duties governing client confidentiality.
5. Cookies and Third-Party Services
Our website and services embedded within it may use cookies or similar technologies necessary to operate website features, remember preferences, measure website use, prevent fraud, or provide scheduling and embedded content.
Third-party services, such as appointment scheduling, maps, videos, review platforms, and portal services, may collect information according to their own privacy policies. Visiting or interacting with those services may take you to a third-party website or allow that provider to set its own cookies.
You can control certain cookies through your browser settings. Disabling cookies may prevent some website features from functioning properly.
We do not sell personal information or use personal information for third-party cross-context behavioral advertising unless we provide additional notice and any legally required choices.
6. Secure Document Exchange
Our website contact form and ordinary email are not intended for sensitive tax or financial documents.
Do not send the following through the contact form, ordinary email, or text message:
- Social Security numbers
- Tax returns
- W-2s or 1099s
- Banking or credit-card information
- Account passwords
- Government identification documents
- Other sensitive financial records
Current clients should use the secure client portal to upload documents, exchange confidential messages, sign forms, and receive completed returns.
7. Information Security
We use administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, alteration, or disclosure. These safeguards may include secure client-portal technology, access controls, authentication procedures, employee practices, vendor management, data backups, and security monitoring.
No method of electronic transmission or storage is completely secure. Although we take reasonable measures to protect information, we cannot guarantee absolute security.
If you believe information provided to us has been accessed or used without authorization, contact us promptly.
8. Data Retention
We retain personal information for as long as reasonably necessary to:
- Provide professional services
- Maintain tax, accounting, payroll, and business records
- Comply with legal, regulatory, professional, insurance, and contractual obligations
- Resolve disputes
- Enforce agreements
- Establish or defend legal claims
Retention periods vary depending on the type of information and the purpose for which it was collected.
9. Your Privacy Choices
Depending on your relationship with us, your state of residence, and applicable law, you may have the right to request that we:
- Confirm whether we maintain personal information about you
- Provide access to certain personal information
- Correct inaccurate information
- Delete certain information
- Provide a copy of certain information
- Limit or object to certain uses or disclosures
These rights are subject to legal exceptions, identity verification, professional record-retention requirements, tax laws, and other applicable obligations. We may retain information when required or permitted by law even after receiving a deletion request.
To submit a request, contact us through the Contact page on our website. We may need additional information to verify your identity before responding.
We will not discriminate against an individual for exercising a privacy right provided by applicable law.
10. Email and Electronic Communications
Email communications may not be encrypted. Do not send sensitive tax or financial information through ordinary email unless we specifically provide an approved secure method.
We may retain emails and other communications as part of our professional or business records.
11. Text Messages
If you provide your mobile telephone number and consent to receive text messages, Madsen and Company may send service-related messages regarding appointments, documents, deadlines, account activity, or other matters related to your relationship with us.
Where separately authorized, we may also send informational or marketing messages.
- Message frequency may vary.
- Message and data rates may apply.
- Reply STOP to opt out of future text messages.
- Reply HELP for assistance.
- Consent to receive marketing text messages is not a condition of purchasing services.
Mobile opt-in information and text-message consent will not be sold or shared with third parties or affiliates for their own marketing or promotional purposes. Information may be provided to telecommunications carriers and service providers as necessary to deliver and administer the messaging service.
Do not send Social Security numbers, tax documents, banking information, or other sensitive information by text message.
12. Children’s Privacy
Our website is intended for adults and is not directed to children under 13. We do not knowingly collect personal information directly from children under 13 through the website.
In providing tax or related professional services, we may receive information about dependents or minors from a parent, guardian, or authorized client when necessary to perform those services.
13. External Links
Our website may contain links to third-party websites or services. We are not responsible for the privacy, security, accuracy, or content of those third-party services. Review their privacy policies before providing information.
14. Changes to This Policy
We may update this Privacy Policy periodically to reflect changes in our practices, technology, services, or legal obligations. The revised policy will be posted on this page with an updated effective date.
Your continued use of the website after an update constitutes acknowledgment of the revised policy.
15. Contact Us
If you have questions about this Privacy Policy or want to submit a privacy request, contact us through the Contact page on our website or at:
Madsen and Company
10808 S River Front Parkway, Suite 3105
South Jordan, Utah 84095
United States
Telephone: 801-260-1004