Laulima is our structured advisory tier for clients who want consistent tax guidance throughout the year — without stepping into a full executive-level engagement.
It is designed for individuals and business owners who recognize that tax planning should happen during the year, not after it ends.
Laulima bridges the gap between filing and strategy.
It provides:
• Year-round advisory access through our team
• IRS Monitoring Services — 2X per year
• Guidance on withholding and estimated tax adjustments
• Strategic conversations around bonuses, capital gains, rental activity, and side income
• Notice review and advisory support for IRS and State correspondence
Laulima clients do not wait for April to find out where they stand.
They check in.
They adjust.
They stay aligned.
Who Laulima Is For
Laulima is ideal if you:
• Have growing or variable income
• Want fewer surprises and recurring penalties
• Value structured guidance but do not require exclusive senior-level advisory access
• Are building toward greater financial complexity
For many clients, Laulima becomes the foundation for more advanced strategic planning in the future.
As income and complexity grow, some Laulima clients naturally transition into Alaka‘i for deeper executive-level oversight.
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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:
