Hansen Hogan

What Hansen Hogan does

Hogan-Hansen is a private Iowa-based professional corporation and certified public accounting firm that has operated continuously since 1924. The firm is headquartered in Waterloo and maintains four additional offices in Ames, Ankeny, Cedar Rapids, and Mason City, serving individual and business clients across Northern, Central, and Eastern Iowa through face-to-face consultations.

The firm's service catalog spans three lines: Accounting Services (accounting and auditing, payroll and bookkeeping, income tax preparation), Consulting Services (R&D tax credits, cost segregation, employee benefit plans, business consulting, HR services), and Wealth Management Services (investment management, retirement planning, insurance and risk management, estate planning). It operates on a professional-services revenue model with engagement-based pricing that is not publicly disclosed. The technology stack is built on standard, industry-adopted CPA tools — UltraTax, GoFileRoom, AdvanceFlow, and QuickBooks — with no proprietary platform or product surface of its own. Marketing and distribution rely on a website, quarterly newsletters, referral networks, and a secure client portal (including SafeSend integration for tax-return delivery), supplemented by the firm's multi-office local presence.

The firm operates as an independent, partner-owned professional corporation with no disclosed parent company, funding rounds, M&A activity, or external investment. It participates in the AICPA Peer Review Program, with a triennial quality-control review, and in E-Verify for employment compliance. Ownership structure among its eight principals and one named partner (Kristi Wick) is not explicitly disclosed. With 51–100 employees and no public financials, the firm presents as a stable, mature regional practice with limited publicly observable strategic momentum.

Name

Hansen Hogan

Legal name

Hogan – Hansen, A Professional Corporation

Website

https://hoganhansen.com

Company type

Private

Founded year

1924

Operating status

Operating

Headcount range

51–100 employees

Short description

Hogan-Hansen is a 100-year-old Iowa-based CPA firm providing accounting, tax, payroll, consulting, and wealth management services to individual and business clients through five offices statewide.

Ownership category

akta.pro rank

Product category

Professional Accounting and Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Portfolio Management and Investment Advice (523940), Insurance Agencies and Brokerages (52421)

SIC

Services-Engineering, Accounting, Research, Management (8700), Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro industry

PRIMARYBPAHABAC

Accounting & Bookkeeping Services

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

SECONDARYFSAAACAI

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions)

Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

SECONDARYFSAEABAE

Employer Retirement Plan Advisory (401(k)/Pension)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

SECONDARYFSAEAAAO

Business Owner & Executive Financial Planning

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

Keywords

• Accounting and auditing
• Tax preparation services
• Payroll and bookkeeping
• Wealth and retirement planning
• Business advisory services

Headquarters

HQ city

Waterloo

HQ country

Canada

HQ region

North America

Offices5 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Accounting & Auditing Services: Professional accounting and auditing services for businesses including financial statement engagements, audits, reviews, and compilations
2. Tax Preparation & Advisory: Income tax preparation services including individual, business, multi-state returns (Forms 1120, 1120S, 1065, 1040) and tax planning advisory
3. Payroll & Bookkeeping: Payroll processing and bookkeeping services for businesses
4. Wealth Management: Investment management, retirement planning, and wealth management services including estate planning
5. Consulting Services: R&D tax credits, cost segregation, employee benefit plans, and business consulting services

Distribution channels2 records

Marketing channels4 records

Core offering

Hansen Hogan is a full-service Iowa-based accounting and advisory firm providing accounting and auditing, payroll and bookkeeping, income tax preparation, R&D tax credit studies, cost segregation analyses, employee benefit plan services, business consulting, investment management, retirement planning, and insurance/risk management services. The firm serves both business clients (audit, payroll, consulting, employee benefit plans, R&D credits, cost segregation) and individual clients (income tax, wealth management, retirement planning, estate planning). Services are delivered through five Iowa offices under partner-led engagements.

Product overview

Hogan-Hansen is a professional accounting corporation offering a comprehensive suite of financial services organized into three main categories: Accounting Services (Accounting & Auditing, Payroll & Bookkeeping, Income Tax Services), Consulting Services (Research & Development Tax Credits, Cost Segregation, Employee Benefit Plans, Business Consulting, HR Services), and Wealth Management Services (Investment Management, Retirement Planning, Insurance & Risk Management, Estate Planning). The firm serves individual and business clients across multiple Iowa locations with a team-based approach combining technical expertise with personalized client relationships.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting and Auditing Financial statement preparation, audit, review, and compilation services delivered to business clients, employee benefit plans, and nonprofit organizations requiring assurance reporting.
• Payroll and Bookkeeping Outsourced payroll processing and ongoing bookkeeping services for small and mid-sized business clients that need day-to-day accounting support.
• Income Tax Preparation and Planning Federal, state, and local income tax return preparation and proactive planning for individuals, businesses, and entities.
• R&D Tax Credit Services Identification, documentation, and support of federal and state research and development tax credit claims for business clients with qualifying R&D activities.
• Cost Segregation Studies Engineering-based cost segregation analyses that accelerate depreciation deductions for owners of commercial, rental, or other income-producing real estate.
• Employee Benefit Plan Services Audit and related services for employers sponsoring 401(k), defined benefit, and other employee benefit plans requiring annual plan audits.
• Business Consulting Strategic, operational, succession, and financial consulting engagements for business owners and leadership teams needing outside advisory support.
• Investment Management Discretionary investment management and portfolio oversight for individuals, often paired with retirement and estate planning.
• Retirement Planning

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• Eide Bailly: Top-20 U.S. CPA and advisory firm headquartered in the upper Midwest, offering audit, tax, wealth management, R&D credit and consulting services to mid-market businesses — directly comparable to Hogan-Hansen's full-service regional CPA model.
• Wipfli: Midwest-based CPA and advisory firm with strong Iowa presence providing tax, audit, wealth management and specialized consulting to SMB and mid-market clients — comparable in service breadth and target customer to Hogan-Hansen.
• BerganKDV (now FORVIS): Midwest-rooted CPA and advisory firm formed via BerganKDV–DHG merger, serving private businesses with tax, audit, wealth management and consulting — same regional full-service CPA positioning as Hogan-Hansen.
• CliftonLarsonAllen (CLA): Major U.S. CPA and advisory firm serving private mid-market businesses with audit, tax, wealth advisory and consulting services — directly overlapping Hogan-Hansen's SMB-focused, relationship-driven model.
• Honkamp Orthodontics & Accounting / Honkamp: Iowa-headquartered accounting and advisory firm offering tax, audit, payroll, wealth management and specialty consulting — the closest direct comparable to Hogan-Hansen in geography, service mix and SMB/individual client base.
• Plante Moran: Large Midwest-based CPA firm offering audit, tax, wealth management and management consulting with deep Iowa clients — same full-service regional CPA play, though at significantly larger scale than Hogan-Hansen.

Broad incumbents

• BDO USA: Top-tier global accounting and advisory network with a strong U.S. middle-market practice; competes with Hogan-Hansen for Iowa-based growth-stage and mid-market clients, especially on audit and advisory mandates.
• Baker Tilly US: Mid-tier U.S. advisory, tax and assurance firm with significant Midwest presence; comparable full-service CPA offering aimed at privately-held businesses and individuals.
• RSM US: U.S. middle-market-focused audit, tax and consulting firm; significantly larger but competes for the same Iowa-based privately-held business clients that Hogan-Hansen serves.
• Andersen (Andersen Tax): National tax, advisory and wealth management firm with CPA practices competing for Iowa-based high-net-worth individuals and closely-held businesses — comparable wealth management and tax overlay.

Market position

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/hoganhansen

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Hansen Hogan