Isla Advisory and Trust LLC

Effective Date: August 1, 2026

Isla Advisory and Trust LLC ("Isla Advisory and Trust LLC," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect through our website (the "Site"), how we use and disclose it, and the choices available to you. By accessing or using the Site, you agree to the practices described in this Privacy Policy.

1. Information We Collect

We collect information in the following ways:

1.1 Information You Provide Directly

When you fill out a contact form, request a consultation, subscribe to updates, or otherwise communicate with us, we may collect:

Name and job title
Business or firm name
Email address and phone number
Any additional information you choose to include in a message or inquiry

1.2 Information Collected Automatically

When you visit the Site, we and our service providers may automatically collect certain technical information, including:

IP address and approximate geographic location
Browser type, device type, and operating system
Pages viewed, time spent on the Site, and referring/exit pages
Cookie and similar tracking technology data (see Section 4)

1.3 Information We Do Not Collect Through This Site

This Site is informational and does not process client financial data, tax records, or other engagement-related information belonging to accounting or software clients. Any such data is governed by the applicable client engagement letter, master services agreement, or software terms of service, not by this Privacy Policy.

2. How We Use Your Information

We use the information we collect to:

Respond to inquiries and provide requested information about our accounting and software advisory services
Operate, maintain, and improve the Site
Communicate with you about our services, unless you opt out
Monitor and analyze usage trends and Site performance
Detect, prevent, and address technical issues, fraud, or misuse
Comply with applicable legal, regulatory, and professional obligations

3. How We Share Your Information

We do not sell your personal information. We may share information with:

Service providers who perform functions on our behalf (e.g., website hosting, email delivery, analytics), under confidentiality obligations
Professional advisors (e.g., legal or accounting counsel) as necessary
Regulators or authorities where required by law, subpoena, or legal process
A successor entity in connection with a merger, acquisition, or sale of assets

4. Cookies and Tracking Technologies

The Site may use cookies, pixels, and similar technologies to recognize your browser, remember preferences, and analyze traffic. You can control cookies through your browser settings; disabling cookies may limit some Site functionality. We may use third-party analytics tools (e.g., Google Analytics) that collect information about your use of the Site over time.

5. Data Retention

We retain personal information collected through the Site only as long as necessary to fulfill the purposes described in this Policy, unless a longer retention period is required by law or professional recordkeeping obligations applicable to a CPA firm.

6. Data Security

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

7. Your Choices and Rights

Depending on your location, you may have rights to access, correct, delete, or restrict the use of your personal information, or to opt out of marketing communications. To exercise any of these rights, contact us using the information in Section 10. We will respond consistent with applicable law.

8. Children's Privacy

The Site is intended for business audiences and is not directed to individuals under 18. We do not knowingly collect personal information from children.

9. Changes to This Policy

We may update this Privacy Policy from time to time. The "Effective Date" above reflects the date of the most recent revision. Material changes will be posted on this page.