Services
Senior-level tax services, without the large-firm overhead.
Based in Hawaiʻi, serving businesses and individuals whose situations have outgrown a generalist preparer — S-corporations, partnerships, complex individual returns, and transactions that need judgment, not data entry.
Tax Compliance
Accurate returns for complex structures
Business and individual returns prepared accurately and on time — with the depth that complex situations require.
Business Entity Returns
S-corporation and partnership returns prepared with the depth that complex ownership and multi-state situations require.
Individual Returns
Returns for business owners, investors, and individuals — Schedule C, rental income, capital gains, and multi-state situations.
Tax Strategy & Advisory
Planning that happens before the return
The best tax outcomes come from decisions made throughout the year — not just at filing time.
Year-Round Tax Planning
Mid-year and year-end planning sessions — estimated tax projections, safe harbor analysis, retirement contribution optimization, and year-end timing strategies.
Entity Structure & Elections
S-corporation elections, ownership structure analysis — making sure your structure works for where the business is headed.
Transaction Advisory
Tax implications of acquisitions, dispositions, 1031 exchanges, and business transitions — analyzed before decisions are made, not after.
Fractional Tax Manager Services
For CPA Firms
Senior tax support when your firm needs it — return review, technical research, staff consultation, and project-based advisory.
Not sure which service fits your situation?
Tell us a little about your business — we'll point you in the right direction.