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Services

Senior-level tax services, without the large-firm overhead.

For businesses and individuals across Honolulu and Hawaiʻi with complexity — S-corps, partnerships, multi-state returns, and transactions that a generalist preparer isn't built to handle.

Tax Compliance

Accurate returns for complex structures

Business and individual returns prepared accurately and on time — with the depth that complex situations require.

01

Business Entity Returns

S-corporation, partnership, and C-corporation returns prepared with the depth that complex ownership and multi-state situations require.

02

Individual Returns (Form 1040)

Complex 1040s for business owners, investors, and individuals — including 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.

01

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.

02

Entity Structure & Elections

S-corp elections, entity conversions, ownership structure analysis, and the tax implications of how your business is set up.

03

Transaction Advisory

Tax implications of acquisitions, dispositions, 1031 exchanges, and business transitions — analyzed before decisions are made, not after.

04

Fractional Tax Manager Services

Senior tax support for other CPA firms on a contract basis — complex 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.