Website Terms of Use & Disclaimer
Effective Date: September 22, 2026 · Last Updated: September 22, 2026
Welcome to UpFrontCPA.com.
These Terms of Use govern your access to and use of the UpFront CPA website. By using this website, you agree to these Terms.
General Information Only
The information provided on this website is intended for general educational and informational purposes only.
Website content does not constitute individualized:
- Tax advice
- Accounting advice
- Legal advice
- Investment advice
- Financial advice
- Audit or assurance conclusions
Tax, accounting, and financial outcomes depend on the specific facts and circumstances of each situation.
You should not take or refrain from taking action based solely on information contained on this website.
No CPA-Client Relationship
Accessing this website, submitting a contact form, downloading materials, subscribing to communications, or scheduling an introductory meeting does not by itself create a CPA-client relationship or professional engagement with UpFront CPA.
Professional services are provided only after UpFront CPA accepts the engagement and the applicable engagement terms are agreed upon.
Discovery Calls and Consultations
A complimentary Discovery Call is intended to discuss your general needs, UpFront CPA's services, and whether the firm may be a suitable fit.
Specific tax, accounting, financial, IRS, or business recommendations may require a paid professional consultation or formal engagement.
Tax and Regulatory Information
Tax laws, regulations, IRS procedures, accounting standards, filing requirements, and other professional guidance may change.
Although we seek to provide useful and accurate information, website content may not reflect the most recent developments and should not be treated as a substitute for advice based on your individual circumstances.
IRS and Tax Resolution Matters
References to IRS payment arrangements, penalty relief, Offers in Compromise, levy or lien relief, audit representation, withholding reductions, refunds, or similar matters are informational only.
Eligibility and outcomes depend on applicable law, IRS procedures, taxpayer compliance, documentation, financial circumstances, and governmental approval.
No particular tax savings, refund, penalty abatement, settlement, IRS outcome, audit result, or other financial result is guaranteed.
Audit and Assurance Services
Descriptions of audit, review, compilation, or other attest services are provided for general informational purposes.
The nature, scope, professional standards, independence requirements, reporting framework, and deliverables applicable to any engagement are determined separately before an engagement is accepted.
Investment-Related Information
UpFront CPA may provide tax planning concerning investments, transactions, ownership structures, or investment-related tax consequences within the scope of an applicable engagement.
Unless expressly stated otherwise in a separate written agreement, UpFront CPA does not provide securities brokerage, investment management, or individualized investment recommendations through this website.
Website Communications and Confidential Information
General website forms and ordinary email should not be used to send highly sensitive information.
Please do not submit Social Security numbers, taxpayer identification numbers, banking information, tax returns, or confidential financial documents through general website forms.
When appropriate, UpFront CPA will provide access to a secure method for transmitting confidential documents.
Testimonials and Examples
Testimonials, case examples, illustrations, and descriptions of client experiences are provided for informational purposes.
Individual experiences vary, and past results do not guarantee future results.
Third-Party Links and Services
This website may include links to third-party websites, platforms, calculators, portals, scheduling systems, or other services.
UpFront CPA does not control and is not responsible for the content, availability, security, accuracy, or practices of third-party services.
Intellectual Property
Unless otherwise stated, the content of this website, including text, graphics, logos, videos, educational materials, downloads, and other original content, is owned by or licensed to UpFront CPA and is protected by applicable intellectual-property laws.
You may view and use website materials for your personal or internal business purposes.
You may not reproduce, distribute, modify, publish, sell, or commercially exploit website content without permission from UpFront CPA.
Website Availability and Accuracy
We may modify, update, remove, or discontinue website content at any time.
While reasonable efforts are made to maintain accurate and useful information, UpFront CPA does not warrant that the website will always be uninterrupted, error-free, complete, or current.
Limitation of Liability
To the extent permitted by applicable law, UpFront CPA is not responsible for losses or damages arising solely from reliance on general website content or from the use or inability to use the website.
Nothing in these Terms is intended to limit any responsibility that cannot lawfully be limited.
Privacy
Use of this website is also subject to our Privacy Policy, which explains how information collected through the website may be handled.
Governing Law
These Terms are governed by the laws of the State of Florida, without regard to conflict-of-law principles.
Changes to These Terms
We may update these Terms periodically.
The current version will be posted on this website with the applicable “Last Updated” date.
Contact
Questions regarding these Terms may be directed to:
UpFront CPA
Email: info@upfrontcpa.com
Phone: 321-248-4860
Address: 13574 Village Park Dr, Ste 255, Orlando, FL 32837