Secretarily Yours Inc. · BD Tax Services · Honolulu

More than taxes.
A financial relationship for life.

Your family, your business, your retirement, and the unexpected moments in between can all affect your financial picture. Our team combines professional guidance with smart technology that helps us remember the details — so you receive more personal attention, not less.

Technology helps us remember the details. Our people take care of you.

Two advisors talking with clients across a sunlit table

Behind the scenes

Technology that works quietly behind the scenes

We use intelligent technology to help our team organize information, track documents, prepare appointments, and remember important client details. You won't feel like you're talking to a machine. You'll feel like we know you better.

We Remember

Important client conversations and changes can be organized for the team.

We Stay Organized

Documents, appointments, tasks, and deadlines stay connected.

We Prepare

Before your appointment, our team can see what changed and what needs attention.

We Stay Human

Important tax and financial decisions remain with our professionals.

Life-stage guidance

Life changes.
Your financial plan should keep up.

Start where you actually are. We'll help you understand what the change may mean, and a professional reviews anything that needs individual judgment.

Starting a Business

Turning an idea into a business comes with financial and tax decisions.

Explore Business Services

Growing a Business

Your business changes as it grows. Your financial strategy may need to change with it.

Talk With Our Team

Getting Married

Life changes when two financial lives become one.

Schedule a Consultation

Starting a Family

New family members can bring new financial and tax considerations.

Talk With Us

Buying or Selling a Home

Major purchases and sales can have financial and tax implications.

Schedule a Consultation

Retiring

Retirement changes how income, taxes, and financial planning work together.

Retirement Consultation

Caring for Aging Parents

Family responsibilities can create financial and tax questions.

Talk With Our Team

Losing a Loved One

We're here to help you understand what needs to be handled during a difficult time.

Request a Private Consultation

This site does not provide legal conclusions or individualized tax determinations. Complex matters are routed to a professional on our team.

The brand promise

Your life is more than a tax return.

Your family. Your business. Your retirement. Your goals. The unexpected moments. The decisions along the way. We're here to help you navigate them — and while technology works quietly behind the scenes to keep the details organized, you still get a person who knows you.

Experience

20+ years

Pending owner verification

Based in

Honolulu, Hawai‘i

Serving Oʻahu and Hawaii

Team

A family business

Story shown once owner-approved

Focus

Long-term relationships

Not one-time paperwork

You deserve to understand your financial picture

Not simply hand over your paperwork.

How we help