Your privacy is important to us. At Hawaii Tax Lady, maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal and financial information confidential and are committed to protecting it with the utmost care.
We understand your desire to avoid unwanted solicitations. In accordance with federal law and best practices for financial service providers, we are pleased to provide this Privacy Policy. We encourage you to read it so you can better understand what information we collect, how we use it, and the steps we take to keep it secure.
A. Types of Information We Collect
We collect only the personal and financial information necessary to provide you with high-quality tax preparation, accounting, bookkeeping, payroll, and tax planning services. This information is provided directly by you or obtained with your authorization.
We gather information through:
- Interviews and phone calls with you
- Letters or emails you send us
- Tax return organizers and financial planning questionnaires
- Documents and records you provide (such as W-2s, 1099s, bank statements, and business records)
This information helps us prepare accurate tax returns, process payroll, maintain bookkeeping records, assist with business setups, and deliver proactive tax planning tailored to your needs in Hawaii.
B. Parties to Whom We Disclose Information
As a general rule, Hawaii Tax Lady does not disclose your personal or nonpublic information to anyone outside our firm.
However, in limited situations permitted by law and our professional standards, we may disclose information as follows:
- To comply with a valid subpoena, summons, or other legally enforceable request
- During a review of our firm’s practices by a state or national licensing board, or when responding to an official inquiry or complaint
- In connection with a prospective purchase, sale, or merger of all or part of our practice, provided we use appropriate confidentiality protections (such as a written agreement)
- As part of any actual or threatened legal proceedings or dispute resolution, but only the information necessary to protect our interests and with precautions to prevent public disclosure
- To trusted affiliates or nonaffiliated third-party service providers who assist us in delivering services to you (for example, outside tax return processors or secure records storage companies), but only under strict contractual agreements that prohibit them from using or disclosing the information for any other purpose
We never sell your information or share it for marketing purposes.
C. Confidentiality and Security of Your Information
We restrict access to your nonpublic personal information to only those employees and authorized parties who need it to provide services to you. Their ability to further use or disclose the information is strictly limited by our internal policies, applicable federal and Hawaii laws, our Code of Professional Conduct, and nondisclosure agreements where appropriate.
We maintain physical, electronic, and procedural safeguards that comply with federal and state regulations to protect your information from unauthorized access, alteration, or destruction.
Your Trusted Partner in Hawaii
Thank you for trusting Hawaii Tax Lady with your tax, accounting, payroll, and financial needs. We value your business and are deeply committed to protecting your privacy.
We strive to be your most trusted advisor in Hawaii — whether you need help with personal taxes, business tax filing, General Excise Tax (GET) compliance, bookkeeping, or proactive tax planning.
If you have any questions about our Privacy Policy or how we protect your information, please feel free to contact us at contact@hawaiitaxlady.com. We are here to help.
We appreciate the opportunity to serve you and will continue working hard to earn your trust every day.