PracticeFirst Advisors

Privacy Policy

Effective date: July 14, 2026  |  Last updated: July 14, 2026

This Privacy Policy explains how PracticeFirst Advisors, LLC (“PracticeFirst Advisors,” “we,” “us,” or “our”) collects, uses, and protects information when you visit practicefirstadvisors.com (the “Site”), submit a form, or otherwise communicate with us, including by text message. By using the Site or providing us your information, you agree to the practices described here.

1. Information We Collect

We collect information you provide directly and information collected automatically when you use the Site.

Information you provide

Contact details — name, email address, mobile phone number, and mailing address.

Practice and financial details—information you share when requesting or receiving tax, accounting, financial planning, or advisory services (for example, business, practice, or financial information you submit through a form or during an engagement).

Communications — messages, inquiries, and other content you send us by web form, email, phone, or text.

Information collected automatically

Device and usage data such as IP address, browser type, pages viewed, and referring pages, collected through cookies and similar technologies.

2. How We Use Information

To respond to inquiries and provide the services you request.

To schedule, confirm, and follow up on appointments and engagements.

To send service-related and, where you have consented, informational communications by email, phone, or text message.

To operate, maintain, secure, and improve the Site.

To comply with legal, tax, and professional obligations.

3. SMS / Text Messaging

If you provide your mobile number and opt in, PracticeFirst Advisors may send you text (SMS) messages. Your consent to receive text messages is not a condition of purchasing any product or service.

Types of messages: appointment reminders and confirmations, service and account updates, responses to your inquiries, and other conversational or account-related messages.

Message frequency: Message frequency varies based on your interactions with us.

Cost: message and data rates may apply, depending on your mobile carrier and plan.

Opt out: you can cancel text messages at any time by replying STOP (or STOP ALL, QUIT, END, CANCEL, or UNSUBSCRIBE). After you send one of these keywords, we will send a one-time confirmation, and no further messages will be sent unless you opt in again.

Help: reply HELP for assistance, or contact us at the email or phone number listed below.

Carrier liability: carriers are not liable for delayed or undelivered messages.

No sharing of mobile opt-in and consent data. Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. All of the categories described in this Privacy Policy exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

4. How We Share Information

We do not sell your personal information. We may share information only in the following limited circumstances:

Service providers who perform functions on our behalf (for example, scheduling, customer-relationship management, hosting, and messaging platforms) under obligations to protect your information and use it only to provide services to us.

Legal and professional requirements — when required by law, regulation, subpoena, or applicable professional standards, or to protect our rights, safety, or property.

Business transfers — in connection with a merger, acquisition, or sale of assets, subject to this Policy.

As stated above, text messaging opt-in and consent data is never shared with third parties or affiliates for any purpose.

5. Data Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect your information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

6. Data Retention

We retain personal information for as long as needed to provide services, comply with our legal, tax, and professional obligations, resolve disputes, and enforce our agreements.

7. Your Choices and Rights

You may opt out of text messages at any time as described in Section 3.

You may unsubscribe from marketing emails using the link in those emails.

You may request access to, correction of, or deletion of your personal information by contacting us, subject to legal and professional recordkeeping requirements. Depending on your state of residence, additional privacy rights may apply.

8. Cookies

The Site uses cookies and similar technologies to operate the Site, remember preferences, and analyze usage. You can control cookies through your browser settings; disabling them may affect Site functionality.

9. Third-Party Links

The Site may link to third-party websites. We are not responsible for the privacy practices of those sites, and we encourage you to review their policies.

10. Children’s Privacy

The Site is not directed to children under 13, and we do not knowingly collect personal information from children under 13.

11. Changes to This Policy

We may update this Privacy Policy from time to time. The “Last updated” date above reflects the most recent revision. Continued use of the Site after changes become effective constitutes acceptance of the revised Policy.

12. Contact Us

PracticeFirst Advisors, LLC
5441 S MACADAM AVE STE N, PORTLAND OR 97239
Email: [email protected]
Phone: (541) 291-5518