Helpful Resources

Have questions for us? Use the following buttons for help.

Payroll Worksheets

Helpful Tips
  • When using fillable forms, fully complete all applicable fields, and save as a PDF to your computer with your name or business name included in the document title.
  • Submit completed documents by clicking “Upload A File” in the upper right corner of this screen and click the “1099/W-2, Payroll” box (or click the blue upload link above).  Click Attach Files or drag and drop your files into the center of the screen.
  • To Print and fill out forms by hand, click “All worksheets – Printable.”  Drop the fully completed forms off at any one of our three office locations or scan and submit using the instructions above.
  • Please do not email the data unsecured to us.
  • If you have more than five forms to be prepared, please use the fillable spreadsheet.
  • Per IRS guidelines, businesses that file 10 or more information returns must e-file.
  • Not sure if a worker is an employee (W2) or a contractor (1099)? Click here for help with that determination!

Where's my refund?

Use the following buttons to track your refund(s).

Privacy Policy & SMS Terms and Conditions

At Hacker, Nelson & Co., P.C. , we understand that your personal and financial information is confidential. We are committed to maintaining the privacy and security of your nonpublic personal information and have always protected your right to privacy.

This policy explains what information we collect, how we use it, and who we share it with.

What personal information we collect

We collect nonpublic personal information about you to provide professional accounting, tax, and financial services. We gather this information from the following sources:

  • Information you provide to us: Data you give us on applications, tax organizers, worksheets, or other documents. This may include your name, address, Social Security number, income, investment details, and other financial information necessary to perform our services.
  • Information about your transactions with us: This includes information about the services we provide to you and your account balances.
  • Information from third parties: This may include data from consumer reporting agencies or other sources to the extent we are authorized by you or required by law.
  • Information collected online: This may include contact information you provide through our website and your interactions with us, such as client portal usage. For SMS messaging, we collect your phone number and your explicit consent to receive messages.

How personal information is used

We use your personal information solely for the purposes for which it was provided, including:

  • Providing professional services: To prepare your tax returns, perform bookkeeping, offer financial advice, and deliver other services as part of our engagement.
  • Communication: To contact you about your account, respond to your inquiries, and provide updates regarding our services.
  • Compliance with legal obligations: To fulfill our legal and regulatory requirements as a Certified Public Accounting firm.
  • Improving our services: To analyze and improve the quality of our services.

Who personal information is shared with

As a general rule, we do not disclose any nonpublic personal information about our current or former clients to anyone outside our firm, except as permitted by law or with your explicit consent.

Permitted disclosures may include:

  • Firm personnel: Access to your information is restricted to our employees and other parties who need to know the information to provide services to you. Their right to disclose and use the information is limited by our professional standards and applicable law.
  • Service providers: In some cases, we may share information with third-party service providers who assist us in delivering our services, such as a secure client portal or other technology platforms. These companies are contractually bound to maintain the confidentiality of your information.
  • Government agencies: We may be required to disclose your information to government agencies, such as the Internal Revenue Service or the Iowa Department of Revenue, to comply with tax regulations or a validly issued subpoena or summons enforceable by court order.
  • Regulatory bodies: Disclosure may be necessary for peer reviews or to respond to inquiries from regulatory bodies that oversee the accounting profession.
  • With your consent: We will obtain your written consent before disclosing your information for any purpose other than those stated in this policy.

 

SMS Terms & Conditions:

Thank you for your interest in Hacker Nelson CPA's text messaging service. Please read these terms carefully. By opting into our SMS program, you agree to the following:

Messaging & Frequency

  • You will receive SMS messages from Hacker Nelson CPA.
  • The frequency of messages may vary.

Costs

  • Message and data rates may apply, as determined by your mobile carrier.

Opt-Out

  • To stop receiving messages at any time, you can reply STOP to any message you receive from us.

Customer Support

Privacy and Terms of Service

  • See Privacy Policy above for Privacy Policy and Terms of Service.

 

SMS Terms of Service
By opting into SMS from a web form or other medium, you are agreeing to receive SMS messages from Hacker, Nelson & Co., P.C. This includes SMS messages for conversations (external). Message frequency varies. Message and data rates may apply. See privacy policy above.

 

SMS consent is not shared with third parties, affiliates, or business partners for promotional or marketing purposes.

Protecting the confidentiality and security of your information

We maintain physical, electronic, and procedural safeguards to protect your nonpublic personal information, adhering to professional standards and federal regulations. We retain records as required for professional needs and compliance.

Your rights under the Iowa Consumer Data Protection Act (ICDPA)

As an Iowa resident, you have certain rights regarding your personal data, including the right to confirm processing, access, delete, and port your data, as well as opt-out of its sale. We will provide a clear privacy notice and respect these rights.

 

For questions about this policy, please contact us:

Hacker, Nelson & Co., P.C.
123 W. Water Street, Decorah, IA 52101
563-277-1782
nnaber@hackernelson.cpa