Effective Date: August 12, 2026

Egan Tax, PLLC (“Egan Tax,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how information may be collected, used, stored, and shared when you visit our website, contact us, schedule a consultation, or engage Egan Tax for tax preparation or related professional services.

Information We Collect

We may collect information that you voluntarily provide to us, including:

• Name

• Email address

• Phone number

• Location

• Information submitted through website contact or inquiry forms

• Information provided when scheduling a consultation

• Communications you send to Egan Tax

If you become a client, we may also collect additional personal, financial, tax, identification, and business information necessary to provide tax preparation, accounting, consulting, or related professional services.

Sensitive tax and financial documents should be submitted only through the secure methods provided by Egan Tax and not through the general website contact form.

How We Use Your Information

We may use information collected through this website to:

• Respond to questions and inquiries

• Schedule consultations

• Evaluate whether Egan Tax can assist with your tax or accounting needs

• Provide requested professional services

• Communicate with current and prospective clients

• Maintain and improve our website and services

• Protect against fraud, misuse, or security threats

• Comply with applicable legal, regulatory, tax, and professional obligations

We do not sell your personal information.

Taxpayer and Client Information

Tax return information and other confidential client information provided in connection with professional services is handled separately from general website information and is subject to applicable federal law, professional standards, and data-security requirements.

Egan Tax takes reasonable administrative, technical, and physical measures designed to safeguard taxpayer and client information.

We do not disclose or use tax return information for purposes unrelated to providing tax services except as permitted by law or with appropriate client authorization.

Secure Client Portal

Clients may be provided access to a secure third-party client portal for exchanging tax documents and other sensitive information.

Information submitted through the client portal is subject to the security practices and privacy terms of the applicable portal provider in addition to Egan Tax's own confidentiality and data-security obligations.

Please do not submit Social Security numbers, tax returns, bank information, identification documents, or other highly sensitive information through the general contact form or regular email unless specifically instructed to do so.

Website Forms

When you submit a form through this website, we may collect the information you enter so that we can respond to your request.

Submitting a website inquiry does not create a CPA-client relationship. A professional relationship is established only after Egan Tax has agreed to provide services and any required engagement documentation has been completed.

Cookies and Website Analytics

Our website and the third-party services used to operate it may use cookies or similar technologies to help the website function, understand website traffic, and improve the visitor experience.

Depending on the services enabled on this website, information collected automatically may include:

• IP address

• Browser type

• Device information

• Pages visited

• Approximate location

• Referral source

• Date and time of visits

• Website interaction data

You may be able to restrict or disable cookies through your browser settings. Doing so may affect certain website functionality.

Third-Party Service Providers

We may use third-party providers to operate portions of our business and website, such as website hosting, scheduling, secure document exchange, email communication, analytics, or professional software.

These providers may process personal information on our behalf only as necessary to provide their services or as otherwise permitted by their own privacy terms and applicable law.

Egan Tax does not authorize service providers to use confidential taxpayer information for their own unrelated marketing purposes.

Email Communications

If you contact Egan Tax by email, we may retain your email address and correspondence so that we can respond and maintain appropriate business records.

Email may not always be a secure method for transmitting sensitive information. Please use the secure client portal when sending tax documents, Social Security numbers, financial account information, or other confidential records.

If Egan Tax offers an email newsletter or educational updates and you choose to subscribe, you may unsubscribe at any time using the link included in those emails.

Data Security

Egan Tax uses reasonable safeguards designed to protect personal and confidential information from unauthorized access, loss, misuse, alteration, or disclosure.

However, no website, email transmission, electronic storage system, or internet-based communication method can be guaranteed to be completely secure.

Data Retention

We retain information for as long as reasonably necessary to:

• Provide services

• Maintain business and professional records

• Meet tax, legal, regulatory, and professional requirements

• Resolve disputes

• Protect the rights and interests of Egan Tax and its clients

Retention periods may vary depending on the type of information and the reason it was collected.

Your Privacy Rights

Depending on where you live and applicable law, you may have rights regarding certain personal information we maintain about you, including rights to request access, correction, deletion, or information about how your data is used.

To make a privacy-related request, contact Egan Tax using the information below. We may need to verify your identity before processing certain requests.

Some information may be exempt from deletion or other requests when retention is necessary to comply with tax, legal, regulatory, professional, or contractual obligations.

Children's Privacy

This website is intended for adults seeking tax and accounting services and is not directed toward children under the age of 13.

We do not knowingly collect personal information directly from children through this website.

Links to Other Websites

This website may contain links to third-party websites or services.

Egan Tax is not responsible for the privacy practices, security, or content of third-party websites. We encourage you to review the privacy policies of any external websites you visit.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes to our website, services, technology, or legal obligations.

Any revised version will be posted on this page with an updated effective date.

Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact:

Egan Tax
Blaine, Minnesota
Email: bill@egantax.com
Phone: (612) 662-3610