If you need to track mileage and/or other expenses, we've included a guide to some of the popular expense tracking apps currently being used by our clients.
Please complete the following steps to take advantage of this tax organizer.
1. Click on the "View Expense Tracking" button below to bring up the organizer in a new window.
2. Print the organizer by clicking on the printer icon on the top of the screen.
3. Fill out all the information you can.
4. Call us and schedule a meeting.
5. Bring the completed tax organizer and all supporting documents to the meeting.
You will need Adobe Acrobat reader to view and print the form out. If you do not have Acrobat Reader, click on Windows(R) or Macintosh(R) to download it.
Please contact us at the office any time if you have questions.
This Web site is made available as a service to our clients and others for informational purposes only. These materials and information should not be considered as, or a substitute for, accounting, tax or financial advice. While it is hoped the materials provided here are helpful as background material, it is not warranted either expressly or implied as accurate or complete. You should refrain in taking any action based upon the information provided here until you have received proper counsel.
In addition, you understand that any links to any other web site or services does not constitute endorsement of or warranty of any service, product or information provided on their site(s). These links are provided for convenience only.
While our intent is to make transmissions to and from this web site secure, it is understood that no warranty of security can be made and that unforeseen security breaches by "hackers" is a possibility, however slight.
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Privacy Policy
Tax Services of Hawaii ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and protect your personal information when you visit our website or use our services. By using our website, you agree to the terms of this Privacy Policy.
Type of Information Collected
We may collect the following types of personal information:
Full name
Email address
Phone number
Mailing address
Financial information necessary for tax preparation and related services
How Information is Collected
We collect personal information through:
The contact form on our website
Our secure, encrypted client portal
Communication via phone, email, or in-person consultations
Purpose of Data Collection
We collect and use your personal information to:
Provide tax preparation, planning, and resolution services
Communicate with you regarding our services
Fulfill legal and regulatory obligations (e.g., filing tax returns with federal and state agencies)
Improve our services and website functionality
Data Security Measures
We take the security of your personal information seriously and implement the following measures:
Secure, Encrypted Client Portal: We use a secure, encrypted client portal to manage sensitive information.
Microsoft Business Email Services: Our email communication is conducted via Microsoft Business, which maintains robust security protocols.
Virtual Desktop Security: Our tax software is hosted by Apps4Rent through a virtual desktop with stringent security measures to protect client data.
While we employ best practices to protect your data, no system can guarantee absolute security.
Data Sharing
We do not share your personal information with third parties unless necessary to provide our services, such as:
Filing tax returns with federal and state agencies
We do not sell or rent your information for marketing purposes.
User Rights
You have the right to:
Access the personal information we hold about you
Request updates or corrections to your information
Request deletion of your personal information (subject to legal and regulatory obligations)
We may occasionally communicate with clients via SMS, but only after obtaining verbal consent. We do not share phone numbers or SMS consent data with third parties or affiliates for marketing purposes.
SMS opt-in or phone numbers for the purpose of SMS are not shared with any third parties under any circumstances.
Contact Information
If you have any questions or concerns regarding this Privacy Policy, please contact us at:
