Effective Date: June 5, 2026

Forward Firm (“Forward Firm,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what we collect, how we use it, and the limited circumstances in which it may be shared.

1. Information We Collect

• Information you provide: name, email, phone number, company, and any details you submit through our contact forms, booking pages, quizzes, and client portal.
• Financial and tax information you provide in connection with our accounting, tax, and advisory services.
• Mobile number and SMS consent when you opt in to receive text messages.
• Automatically collected data: cookies, device information, and usage data when you visit our website.

2. How We Use Your Information

• Provide, perform, and improve our accounting, tax, M&A advisory, and related professional services.
• Respond to inquiries, schedule consultations, and communicate about engagements.
• Send appointment confirmations, reminders, and service-related messages by email and SMS.
• With your separate consent, send informational or promotional messages.
• Comply with our legal, regulatory, and professional obligations.

3. SMS / Text Messaging

By providing your mobile number and opting in, you consent to receive SMS messages from Forward Firm. Message frequency varies. Message and data rates may apply. Reply STOP to opt out at any time. Reply HELP for help.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be sold, shared, or transferred to any third party or affiliate, and are excluded from all of the data-sharing categories described below.

4. How We Share Information

We do not sell your personal information. We share personal data only in these limited circumstances:

• Service providers: with vendors who help us deliver the services you requested, such as scheduling, CRM, payment processing, and messaging providers, under confidentiality obligations.
• Business transfers: in connection with a merger, acquisition, or sale of assets.
• Legal requirements: when required by law or to respond to lawful requests from public authorities.
• With your consent: when you direct or authorize us to share specific information.

5. Confidentiality of Client Information

As a professional accounting and advisory firm, we treat client financial and tax information as confidential and handle it consistent with applicable professional standards and law. Access is limited to personnel and service providers who need it to deliver our services.

6. Data Security

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

7. Data Retention

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

8. Cookies and Analytics

Our website uses cookies and similar technologies for functionality and analytics. You can control cookies through your browser settings. These technologies do not affect the handling of your SMS opt-in data, which is never shared as described in Section 3.

9. Children’s Privacy

Our services and website are not directed to children under 13, and we do not knowingly collect personal information from them.

10. Your Choices and Rights

You may request access to, correction of, or deletion of your personal information, and you may opt out of marketing communications at any time, by contacting us at contact@forwardfirm.com. To stop SMS messages, reply STOP.

11. Your California Privacy Rights

If you are a California resident, the California Consumer Privacy Act (CCPA), as amended by the CPRA, may provide you with rights regarding your personal information, including the right to know what we collect, the right to request deletion, the right to correct inaccurate information, and the right to opt out of the sale or sharing of personal information.

Forward Firm does not sell your personal information and does not share it for cross-context behavioral advertising. We do not sell, share, or transfer SMS opt-in data or consent to any third party under any circumstances. To exercise a California privacy right, contact us at contact@forwardfirm.com. We will not discriminate against you for exercising these rights.

12. Third-Party Links

Our website may link to third-party sites. We are not responsible for the content or privacy practices of those sites.

13. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date.

14. Contact Us

Forward Firm
Email: contact@forwardfirm.com
Address: 5830 E 2nd St, Ste 7000 #24604, Casper, Wyoming 82609