Privacy Policy

This policy explains how ufirst ("we," "us") collects, uses, and protects personal information when you visit our websites, submit an inquiry, or become a client. We serve clients across the United States and handle personal information in accordance with applicable law.

What we collect

• Inquiry information you submit through our forms: name, email address, phone number, company, and anything you choose to tell us about your situation.
• Client information needed to deliver engaged services: financial records, accounting data, and tax information, which may include government identifiers.
• Basic technical data needed to operate and protect this website, such as device, browser, and network information. We do not sell personal information or use advertising trackers.

How we use it

• To respond to your inquiry using the contact method you provided.
• To deliver the services in your engagement letter, including filing and representation you authorize.
• To send service communications and, only with a lawful basis (such as your consent or an existing business relationship), occasional relevant updates consistent with the CAN-SPAM Act — every marketing email includes a working unsubscribe.
• To meet legal, tax, and professional-regulation obligations.

Cookies and website security

We do not use advertising or behavioral-tracking cookies. Our inquiry forms use Cloudflare Turnstile to prevent spam and automated abuse. Turnstile processes limited technical information and may use strictly necessary browser storage or security cookies to protect the form and confirm that a submission is from a person. These measures are used only for website security and form integrity.

Where your data lives

We use access-controlled service providers to host this website and deliver website inquiries. Cloudflare provides website hosting, security, and form-delivery infrastructure, and Resend delivers form-notification emails to our team. We require service providers to process information only as needed to provide their services to us and to protect that information appropriately.

What we never do

• Sell or rent your personal information.
• Share client information except with service providers that help us provide services, professionals you direct us to work with, or where the law requires.
• Send you marketing without a lawful basis or without an unsubscribe option.

Retention

We retain inquiry information only as long as reasonably necessary to respond to you, manage our relationship, and meet legal or business recordkeeping obligations. We retain client records for the period required by applicable professional and tax rules, then securely dispose of them when appropriate.

Your rights

You may request access to, correction of, or deletion of your personal information, withdraw marketing consent, or ask questions about this policy by contacting hello@ufirst.co or (855) 999-7292. Depending on your state of residence, you may have additional privacy rights under state law.

Changes

We'll post updates here with a revised date. Material changes affecting existing clients will be communicated directly.