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Expert Financial Auditing and Strategic Tax Advisory

Privacy Commitment and Data Governance Policy

At IURIS Advisors, we recognize that privacy is a fundamental right. This document outlines our commitment to the transparent, secure, and lawful processing of personal information provided by visitors and clients accessing our services. By interacting with our digital presence, you acknowledge the practices described herein, which were last updated on 10/04/2026.

Categories of Information We Collect

Our data collection practices are strictly limited to information necessary for providing high-quality advisory services and improving your user experience. We categorize the data we process as follows:

  • Directly Provided Information: When you engage with our contact forms, service requests, or consultation scheduling, we collect identifiers such as full names, corporate email addresses, phone numbers, and professional titles.
  • Technical and Usage Metadata: Through automated tracking technologies, we may collect IP addresses, device identifiers, browser types, operating systems, and navigation patterns on our landing page. This data helps us optimize site performance and security.
  • Service-Specific Correspondence: Records of communications between you and our consultants, including feedback, inquiry details, and service preferences, are maintained to ensure continuity and quality of service.

Purposes for Data Processing

We process your personal information exclusively for legitimate business purposes. These purposes include:

  • Service Delivery and Contractual Obligations: Fulfilling requests for professional advisory services, managing client accounts, and providing administrative support.
  • Communication and Outreach: Responding to your inquiries, sending appointment confirmations, and, where you have provided explicit consent, delivering newsletters or updates regarding industry developments.
  • Operational Security and Analytics: Protecting our digital infrastructure from unauthorized access or cyber threats, and analyzing aggregated user behavior to enhance the usability of our landing page.

Legal Bases for Processing

In accordance with applicable regulatory frameworks, IURIS Advisors relies on specific legal grounds to process your data:

  • Performance of a Contract: Processing is necessary for the execution of a service agreement or to take steps at your request prior to entering into such an agreement.
  • Consent: Where required, we obtain your clear, affirmative consent for processing, particularly regarding marketing communications. You retain the right to withdraw this consent at any time.
  • Legitimate Interests: We process data where it is necessary for our legitimate business interests, provided those interests do not override your fundamental rights and data protection interests.
  • Legal Compliance: We process data when required by law, such as to comply with tax, regulatory, or judicial obligations.

Data Retention and Storage

We do not retain personal information longer than is necessary to achieve the purposes outlined in this policy. Our retention schedule is determined by:

  • The duration of our active engagement with you as a client.
  • Statutory limitation periods during which legal claims may be brought.
  • Retention requirements imposed by relevant financial and legal authorities.

Once the retention period expires, your data is securely deleted, anonymized, or destroyed using industry-standard protocols.

Disclosure and Third-Party Transfers

IURIS Advisors maintains a strict confidentiality policy. We do not sell your personal data. We may share information with third parties only under the following strictly defined circumstances:

  • Service Providers: We may engage trusted vendors (e.g., IT infrastructure providers, secure cloud storage services) who process data on our behalf under strict confidentiality agreements.
  • Legal Requirements: We may disclose information if required by law, regulation, or legal process, such as a subpoena or court order.
  • Business Transfers: In the event of a merger, acquisition, or asset sale, your data may be transferred as part of the transaction, subject to notification.

Security Measures

Protecting the integrity and confidentiality of your information is our priority. We implement robust technical and organizational security measures, including:

  • Encryption of data in transit and at rest.
  • Strict access controls and authentication protocols for internal staff.
  • Regular security audits and vulnerability assessments to defend against unauthorized access or breaches.

Your Rights and Choices

Depending on your jurisdiction, you may exercise specific rights regarding your personal information, including:

  • Access and Portability: The right to request a copy of the data we hold about you.
  • Correction: The right to rectify inaccurate or incomplete personal information.
  • Erasure: The right to request the deletion of your data, subject to legal retention obligations.
  • Objection and Restriction: The right to object to or limit the processing of your data in certain circumstances.

To exercise these rights, please contact our privacy team at [email protected].

Contact Information

If you have questions, concerns, or requests regarding this policy or our data practices, please reach out to us through the following channels:

  • Email: [email protected]
  • Phone: +1(646) 330-4624
  • Correspondence Address: 4600 East Washington, Phoenix, AZ, 85034