PRIVACY POLICY

Alakai Financial | Last Updated: June 25, 2026

This Privacy Policy describes how Alakai Financial (we, our, or us) collects, protects, uses, and handles your personal and financial information when you visit our website (https://alakaifinancial.com/) or engage with our accounting, bookkeeping, tax advisory, and financial management services. We are firmly committed to safeguarding the nonpublic personal information of our individual and corporate clients.

 

1. Types of Information We Collect

As a professional accounting and tax advisory firm, we collect personal and financial data necessary to perform compliance and advisory tasks. This includes:
• Contact Information: Name, email address, phone number, mailing address, and business details submitted through our contact forms.
• Financial & Regulatory Data: Tax documents, income statements, corporate records, asset allocations, and legal financial data provided directly for compliance processing.
• Technical Data: IP address, browser profiles, and cookies used automatically to secure and maintain website platform integrity.

2. Purpose and Legal Basis of Processing

We process your personal and financial data under strict ethical guidelines and regulatory standards to:
• Prepare and file individual and corporate tax returns, bookkeeping ledgers, and execute asset advisory programs.
• Respond to digital inbound inquiries, project communications, and consultations requested via info@alakaiglobal.com.
• Comply with the Internal Revenue Code (IRC), federal regulations, Hawaii state statutes, and Japan’s APPI framework.

3. Information Protection and Data Security

Given the sensitive nature of accounting and wealth management metrics, we maintain robust administrative, technical, and physical safeguards. Client files are handled within secure, encrypted networks, and confidential portals to prevent unauthorized access, alteration, or disclosure.

4. Information Sharing and Non-Disclosure

We do not sell, rent, license, or disclose your nonpublic personal information to third-party marketers. Data is shared strictly with:
• Authorized Personnel: Our dedicated CPAs, bookkeepers, and managers handling your specific file parameters.
• Legal and Regulatory Frameworks: Government tax authorities (IRS, State tax bureaus) or valid judicial legal demands.

5. Cross-Border Data Disclosures

As an advisory firm bridging domestic US tax systems and Japanese corporate cross-border environments, your personal metrics may navigate securely between processing nodes located within the United States and Japan. We maintain data handling paradigms that respect both US Gramm-Leach-Bliley Act (GLBA) provisions and Japan’s Act on the Protection of Personal Information (APPI).

6. Contact and Inquiries

To request access, adjustment, or regulatory updates regarding your stored client information profile, contact our Honolulu office directly:
ALAKAI FINANCIAL INC.
Address: 220 S. King Street, Suite 1705, Honolulu, HI 96813-4530
Phone: +1 808-460-4103
Email: info@alakaiglobal.com
Website: https://alakaifinancial.com/

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