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Privacy Policy

UpFront CPA ("we," "us," "our") is committed to protecting the privacy and security of our clients' personal information. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website and engage our services.

1. Information We Collect

We may collect the following types of information:

  • Personal Information: Name, address, email address, phone number, Social Security number, and other identifying information.
  • Financial Information: Tax return information, financial statements, account balances, transaction details, and other financial data.
  • Technical Information: IP address, browser type, operating system, and browsing history on our website.

2. How We Use Your Information

We use your information for the following purposes:

  • To provide and manage our accounting and tax services.
  • To communicate with you regarding our services and your accounts.
  • To comply with legal and regulatory requirements.
  • To improve our website and services.
  • To protect against and prevent fraud, unauthorized transactions, claims, and other liabilities.

3. Information Sharing

We do not sell, rent, or trade your personal information to third parties. We may share your information in the following circumstances:

  • With your consent or at your direction.
  • With service providers who assist us in operating our business and providing our services (e.g., IT support, data storage).
  • To comply with legal obligations, such as responding to subpoenas, court orders, or other legal processes.
  • To protect our rights, privacy, safety, or property, and that of our clients or the public.

4. Data Security

We implement reasonable security measures to protect your personal information from unauthorized access, use, or disclosure. However, no security system is impenetrable, and we cannot guarantee the absolute security of your information.

5. Your Rights

You have the right to:

  • Access and request a copy of your personal information.
  • Correct any inaccuracies in your personal information.
  • Request the deletion of your personal information, subject to certain legal obligations.

To exercise these rights, please contact us using the information provided below.

6. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your browsing experience and collect technical information. You can control cookies through your browser settings.

7. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the updated policy on our website with the new effective date.

8. Contact Us

If you have any questions or concerns about this Privacy Policy or our privacy practices, please contact us at

UpFront CPA will not lease, sell, or distribute your personal information to any third party unless we have your permission. We might do so if the law forces us. Your personal information will be used when we need to send you additional information about our services.

SMS Texting Program Privacy Policy

When you enroll in our SMS Texting Program, we may collect the following information:

  • Personal Information: Your name, phone number, and any other information you provide directly through text messages.
  • Message Data: All SMS messages sent to and from your phone number, including message content, date, and time.

We use the information collected through our SMS Texting Program to communicate with you regarding your inquiries, appointments, and services, provide updates and important information related to our services and improve our services and the SMS Texting Program.

We do not sell, trade, or otherwise transfer your personal information to outside parties, except as described below:

  • Service Providers: We may share your information with third-party service providers who assist us in operating our SMS Texting Program, as long as those parties agree to keep your information confidential and use it only for the purposes for which we disclose it to them. All the information that we are collecting, will never be shared with third parties or service providers.
  • Legal Requirements: We may disclose your information if required to do so by law or in response to valid requests by public authorities.
  • For SMS consent, we won't share or sell your phone number with third parties.

We implement appropriate technical and organizational measures to protect the security of your personal information. However, please note that no method of transmission over the Internet or method of electronic storage is completely secure.  You can opt-out of our SMS Texting Program at any time by replying "STOP" to any message you receive from us. After opting out, you will no longer receive SMS messages from us, except for messages confirming your opt-out.

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on our website and updating the effective date at the top of this page. Your continued participation in the SMS Texting Program after any changes constitutes your acceptance of the new Privacy Policy.