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Privacy Policy

Last Updated: 1/1/2025

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At Forward Financial CPAs, we are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy outlines how we collect, use, and safeguard the information you provide to us through our website, www.forwardfinancialcpas.com.

1. Information We Collect

 

We may collect the following types of information when you interact with our website:

a. Personal Information:

  • Name

  • Email address

  • Phone number

  • Business or organization name

  • Any information you provide through contact forms or consultations

b. Non-Personal Information:

  • IP address

  • Browser type

  • Device information

  • Pages visited and time spent on the site

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2. How We Use Your Information

 

We use your information to:

  • Provide and improve our services, including bookkeeping, payroll, tax preparation, and other offerings.

  • Respond to inquiries and schedule consultations.

  • Send updates, newsletters, or marketing communications (you may opt-out at any time).

  • Analyze website usage to improve functionality and user experience.

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3. Sharing Your Information

 

We do not sell, trade, or rent your personal information to third parties. However, we may share your information in the following circumstances:

  • With trusted service providers who assist in operating our website or business, under strict confidentiality agreements.

  • To comply with legal obligations or respond to lawful requests from public authorities.

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4. Data Security

 

We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. While we strive to protect your information, no method of transmission over the internet is 100% secure.

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5. Cookies and Tracking Technologies

 

Our website uses cookies to enhance your experience. Cookies are small data files stored on your device that help us analyze site traffic and improve our services.

  • You can adjust your browser settings to refuse cookies or notify you when cookies are being used.

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6. Third-Party Links

 

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. Please review their privacy policies before sharing any information.

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7. Your Rights

 

You have the right to:

  • Access and review the personal information we hold about you.

  • Request corrections to inaccurate information.

  • Request deletion of your personal information, subject to legal obligations.

  • Opt-out of receiving marketing communications by following the instructions in our emails or contacting us directly.

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8. Changes to This Privacy Policy

 

We may update this Privacy Policy periodically. Any changes will be reflected on this page with a revised "Last Updated" date. We encourage you to review this policy regularly to stay informed about how we protect your information.

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9. Contact Us

 

If you have any questions about this Privacy Policy or how we handle your information, please contact us:


Forward Financial CPAs
Email: info@forwardfinancialcpas.com
Website: www.forwardfinancialcpas.com

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