Privacy Policy
UpFront CPA (“UpFront CPA,” “we,” “us,” or “our”) respects your privacy and is committed to handling personal information responsibly.
This Privacy Policy explains how we collect, use, disclose, and protect information when you visit UpFrontCPA.com, submit an inquiry, schedule a meeting, subscribe to communications, or otherwise interact with our website.
Information We Collect
We may collect information that you voluntarily provide, including:
- Name
- Email address
- Telephone number
- Company or organization name
- Type of service requested
- Information submitted through contact, scheduling, newsletter, or inquiry forms
- Other information you choose to provide to us
We may also automatically collect limited technical information when you visit our website, including:
- IP address
- Browser and device information
- Pages visited
- Referring website
- Date and time of visits
- Website usage and interaction data
- Cookie identifiers, advertising identifiers, and similar technology information
- Interactions with website content and advertisements, referral and campaign information, and conversion events, such as submitting an inquiry or scheduling a meeting
- Interaction data used to generate heatmaps and session reconstructions, such as clicks, scrolling, and navigation
How We Use Information
We may use information collected through the website to:
- Respond to inquiries
- Schedule and manage meetings
- Evaluate whether our services may be appropriate for your needs
- Communicate regarding requested services
- Provide educational updates, newsletters, or other communications you have requested
- Improve our website and client experience
- Analyze website performance and usage, including through heatmaps and session reconstructions
- Measure advertising performance and attribute inquiries or other website actions to campaigns
- Support advertising, including remarketing and audience creation where these features are enabled, subject to applicable privacy choices and law
- Maintain security and prevent misuse
- Comply with applicable legal and regulatory requirements
Sensitive Information
Please do not submit Social Security numbers, taxpayer identification numbers, bank account information, tax returns, IRS notices, or other confidential financial documents through general website forms or ordinary email unless specifically instructed by our team.
When sensitive documents are required, we may provide access to a secure client portal or another approved secure transmission method.
Client Portal and Professional Services
Our secure client portal and other professional-service platforms may be governed by additional privacy, security, or user terms.
Information provided in connection with an actual CPA engagement may also be subject to professional confidentiality obligations and applicable law.
Service Providers and Advertising Partners
We may use third-party providers to operate portions of our business and website, including providers for:
- Website hosting
- Scheduling
- Email communications
- Client portals
- Analytics
- Document management
- CRM or lead management
- Payment processing
- Cybersecurity and technology support
These providers may process information as necessary to perform services for UpFront CPA. We also disclose website and interaction information to analytics and advertising partners, including Google, Meta, Microsoft, and LinkedIn, in connection with the technologies described below.
The role of each recipient depends on the service, our configuration, and applicable agreements. Service providers process information on our behalf under applicable contractual restrictions. Certain analytics and advertising partners may also process information for their own purposes under their privacy policies and applicable law. These purposes may include operating, securing, improving, and personalizing their services and advertising.
Cookies Analytics and Advertising Technologies
Our website uses cookies, pixels, tags, and similar technologies to understand website usage, improve performance, remember preferences, and measure advertising. Depending on the features enabled and applicable privacy choices, these technologies may also support personalized advertising and remarketing.
These technologies include Google Analytics 4 (GA4) for website analytics; Google Ads, Meta Pixel, and LinkedIn Insight Tag for advertising measurement and, where enabled, audience creation and remarketing; and Microsoft Clarity for behavioral analysis, heatmaps, and session reconstructions. We use Google Tag Manager to manage the deployment of website tags.
Microsoft Clarity helps us understand how visitors interact with our website through data such as clicks, scrolling, and navigation. Microsoft may also use information collected through Clarity for purposes described in the Microsoft Privacy Statement, including providing and improving Microsoft products and advertising.
Advertising partners may associate website information with information they hold from other sources, subject to applicable law, their policies, and your privacy choices.
Our separate Cookie Policy provides further information about the technologies used, their purposes and duration, and available preference controls. Browser settings can control certain cookies, but may not prevent every type of data collection or disclosure. Where available, use the website’s cookie or privacy preference controls to manage analytics and advertising choices. See Sale Sharing and Targeted Advertising and Your Privacy Requests below for additional information.
Marketing Communications
If you subscribe to our newsletter or other marketing communications, we may use your contact information to send educational information, firm updates, tax information, or information about our services.
You may unsubscribe at any time using the unsubscribe link provided in the communication.
Sale Sharing and Targeted Advertising
UpFront CPA does not sell personal information for monetary consideration.
Our use of advertising technologies may involve disclosing online identifiers, device and browser information, browsing activity, and conversion information to advertising partners. Depending on the technology, configuration, and applicable law, these disclosures may constitute a sale of personal information, sharing for cross-context behavioral advertising, or processing for targeted advertising, even when we do not receive money.
Where applicable law provides these rights, you may opt out of the sale or sharing of your personal information or its use for targeted advertising. Use the applicable privacy controls on our website or contact us using the details below. We honor recognized opt-out preference signals, such as Global Privacy Control, where required by applicable law. Cookie-based choices may apply only to the browser or device used and may need to be renewed if cookies are deleted. Unsubscribing from marketing email does not by itself change your website advertising preferences.
Information Security
We use reasonable administrative, technical, and organizational measures designed to protect information from unauthorized access, loss, misuse, alteration, or disclosure.
However, no website, electronic communication, or information-storage system can be guaranteed to be completely secure.
For that reason, confidential tax and financial records should be transmitted only through secure channels approved by UpFront CPA.
Data Retention
We retain information for as long as reasonably necessary for the purposes for which it was collected, to maintain appropriate business and professional records, or as required by applicable law. Retention criteria include the type of information, the purpose of processing, service settings, security needs, and legal obligations. Cookie lifetimes and the retention periods for related analytics or advertising records may differ. Further information about cookie duration is provided in our Cookie Policy; partner retention practices are also addressed in their respective privacy policies.
Third-Party Websites
Our website may contain links to websites or services operated by third parties.
UpFront CPA is not responsible for the privacy practices, security, or content of third-party websites. We encourage users to review the applicable privacy policies before providing information to those services.
Children’s Privacy
Our website and professional services are not directed to children under 13, and we do not knowingly collect personal information from children through the website.
Your Privacy Requests
Depending on your place of residence and applicable law, you may have rights to access, correct, delete, or obtain a portable copy of your personal information; opt out of its sale, sharing, or use for targeted advertising; and withdraw consent where processing is based on consent. These rights are subject to applicable conditions and exceptions. Where applicable, you may use an authorized agent or appeal a decision concerning your request by contacting us. We will not unlawfully discriminate against you for exercising your privacy rights.
You may contact us regarding your information or privacy questions at:
UpFront CPA
Email: info@upfrontcpa.com
Phone: 321-248-4860
Address: 13574 Village Park Dr, Ste 255, Orlando, FL 32837
We may need to verify your identity before processing certain requests, such as access or deletion requests. We will not require identity verification for an opt-out request where prohibited by applicable law. Please describe the right you wish to exercise and the information relevant to your request.
Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our practices, technology, services, or applicable requirements.
The most current version will be posted on this page with the applicable “Last Updated” date.