Kara gave us advice and helped us start our LLC (how to do it on our own so we do not get charged a…read morelot of money for an account or CPA to do it). She was knowledgeable about starting a small business with an LLC, so I will give her that, but after working with her more, my husband and I have decided she's just not what our business is looking for, especially since we are now growing. We were happy with her service in the start but overtime it was just not up to par. Yes, she can advise on how to start an LLC on our own and do our tax returns, but that is it. If you are looking for someone to help you plan ahead for your business for tax strategies and tax planning, this may not be the place. We only ever heard from her for our returns and that was it. Upon going with another company, we also discovered some forms we did not file but were supposed to, which Kara did not inform us of. For tax returns, there is a portal to download your documents, but there is no "list" or things that we should consider uploading, so it can be a lot of back and forth on- send your expenses, send your mortgage, send this and that or cannot finalize return, etc. It just seems unorganized and if you're dreading taxes, this will make it worse. I also had a return for a different state in 2022 that was not filed (unsure why a different company omitted it). However, I decided to do it independently since Kara mentioned there would be a nominal fee if she did it because she does not know about another state's filing regulations. I asked the previous accounting company if it would cause any problems since it was omitted, and they said it would be ok since the IRS has a matching system and will send us a notification if anything was excluded so we could wait for that. Upon getting the notification, we can decide whether to make an amendment. Kara failed to mention that part. We felt she just wanted us to spend more money to have her do it or something. We moved from MY Personal CPA to her because yearly we would get a different tax preparer so we thought if we went with a smaller company (First Choice Accounting) we would get more personalized help but going with a one person team means getting emails at odd times like late at night and getting missed. Also, even though I did not go with Kara submitting my out of state return, I got charged a one-time $150 fee for Kara reviewing the 2022 tax return which I was not aware of. She was not upfront about the fact that there would be a charge when she asked if I could send her my 2022 return so she could look at it to figure out why the other state W2 was omitted. When I brought up that I was not expecting a charge, she did not reply to me. Finally, she always apologizes for responding late. Her cat got spayed, stayed up late, and was busy. You call her, and she doesn't pick up, but she will reply via email which increases more of the back and forth. This pretty much sums up why we are going with someone else even if we have to pay $400 to part from her since she said she already worked on our return even though she was still asking for documents and more clarification.

Kara was prompt, professional and I could tell that she didn't just want to bank a customer on our…read moreinitial consultation. She was thorough with her filing of my tax & helped me through a lot of forms/things I was not aware of for filing as a 1099 contractor, as well as with multiple W2s.

Great service and communication! Taxes were done in a reasonable time. I also like that it's…read moreclose to home and not in town.

After engaging with the CPA in a face to face setting early year and meting with one other…read morecompetitive CPA firm, we decided to move our business to Reyn Wicklund, even though the referral was to his father who started the business many years prior. Sadly he was no longer actively running it so we got the hand off to the kid. It started with some up front dialogue on getting started; jump on his portal for communications, uploads etc, add then to approving him for access banking, GET taxes and some other areas. All the typical new CPA working so fun prep steps. Then comes the long long gap of communications. To be exact zero replies on multiple emails requesting support and guidance on his own portal. When monthly GET was due we had no trust it was being handled, as it was not. So we paid it ourselves then emailing, reaching out but again Reyn decided to do it last minute without telling us. So now we've paid twice. Weeks months pass and more zero contact we are running our business not thinking about it which is sole purpose of this relationship from start as an owner my plate is overflowing with to do's, until another month the two and more lack of transparency lack of replies to countless messages about credit cards Quickbooks and so on. Terrible management. Now knee deep into mid year and no trust this guy has done a single thing for us (as had not) since double paying our GET. Sadly we are now back to square one and bookkeeping backed up so so much more. It's sad to feel this was so frustrated with a CPA. Especially of which was referred from a local and respected banker back in the day who knew his father personally. I suggest stay far from this CPA. Sometimes hard work and building a business from scratch you respect your clients you communicate with your valuable clients, not ignore them. Pick up a phone Reyn make a phone call. Reply when a letter has been written to you. Take responsibility. Well that's where entitlement comes in in our eyes with Reyn. He likely has no idea what it takes to build something from scratch and all the hard work to do so. If he did he'd know the importance of transparency and good communications.

Go to My Location - 98-150 Kaōnohi St, Aiea, HI 96701, United States…read more I finally understand my taxes. My preparer explained Lloyd by line aNswereD all my questions and had fun talking story with me. First time I didn't feel lost and confused. Talk to Taatu Selu!

Have had my taxes done by Jackson Hewitt tax professional Pauline Mitchell for many years now…read more Their tax specialists have always been helpful, knowledgeable, and willing to answer all of my inquiries. My completed tax returns are always explained to me in simple layman terms. Each year my visits to their offices, my tax forms have been successfully completed without any problems. I'm in and out of their offices in just fifteen minutes. Am a thoroughly satisfied customer each and every time. Always looking forward to having my taxes done by them each year. Jackson Hewitt Tax Service are just that - a complete professional tax service company.

Ruben Esmeralda has been doing my taxes for 3 yrs now and all I can sum up in one word is this:…read moreAWESOME! He took the time to explain to me each step of the way and answered all the questions I had coming for him. He's honest, down to earth and he gave me the peace of mind that I look for in a professional tax preparer! I'm confident in the feedback he gives me and there's no BS about it. I HIGHLY RECOMMEND Ruben to get your taxes done. I can assure you that after he goes through all your paper work, you'll be satisfied with the results. He's worth every penny that H&R block collects. What's more he gives you the utmost undivided attention and never makes you feel like you're being rushed. Great job Mr. Esmeralda! I look forward to many more years doing business with you. Thank you very much! Sincerely, "You know who."

Robin, the receptionist, needs to improve on customer service…read more I had an appointment with J. Castro, my tax advisor. Which the day of my appointment she couldn't fulfill my request due to being unqualified with any foreign assets. Which she wanted to adjust the appointment onto another advisor. However, the receptionist intervened that no other advisors could take me in due to unavailability. She was adamant on that I need to reschedule, however my reservations should still be fulfilled regardless of my situation. While J. Castro, the tax advisor was trying to be helpful, the receptionist insisted that I can't be helped with my appointment. This is my experience here and I've gone through HR Block for the last 6 years in various areas, so I know what needs to be processed. It's when people think they have some administrative control that think they can run over their advisors. Good help is hard to find, but the first layer of service needs to be improved. No wonder this particular area is poorly performing.

Friendly staff and quick service. Certainly the quickest service and their expertise made for a an…read moreenjoyable experience. Not like all the past experience doing our taxes. We would spend so much time sitting and waiting our turn in the past. We scheduled our initial appointment and when arriving were promptly taken care of. Scheduled a return visit to see our completed return. In all for the 2 appts. we spent less than an hour there total, really satisfied. Kui was so professional doing our taxes. Made us feel at ease taking away any anxiety that comes with doing taxes, definitely a plus.

I was recommended to Kui at Hanks Tax service as my friend recently went to her for the first time…read more She was excellent. I had a new business through Etsy and had no idea on what to do or what I needed. She took her time with us and made sure everything was perfect. She even gave me tips and tricks and was so unbelievably nice. I highly recommend, unless she is fully booked, because I can definitely see that happening! I will be going to her even when I move off island as she can help you wherever you go!

Quick, Accurate, Affordable Tax Service - we had all my documents ready and walked in to the Direct…read moreTax office set up at the Navy Exchange Pearl Harbor parking lot during this past tax season and was seen immediately. Wallace handled our State and Federal taxes and he was fantastic! We've been to other tax services on Oahu and even did my taxes through an online service the previous year. This cost the same as what we paid to do our taxes online and about 25% less than the competitors. We were in and out in about one hour and we couldn't be happier. We'll definitely be back next year with our tax paperwork in order. Absolutely GREAT job!

My husband and I absolutely love the service we get from Directax. We've been coming to Wallace for…read morethe past several years and he has never failed us. We arrive minutes to closing and he is always so welcoming with a smile on his face. As long as you have all your pertinent documents (i.e. W2s, interest income, mortgage interest statement, etc.) in hand, you will be serviced as quickly as possible. So if you have a last minute need to get your taxes done in time before the deadline, come by and see Wallace.

Very helpful and informative, Chris really wanted to give us the biggest refund that me and my…read morehusband could get. My husband is active duty military and we filed jointly.

After seeing the positive experiences others were having, I reached out to Jeanne for bookkeeping…read morehelp -- and I'm so glad I did. From the very beginning, what set her apart from other professionals was her genuine, kind nature. She is incredibly responsive, supportive, and resourceful. Working with her feels comfortable and effortless, and I truly appreciate the care she brings to her work. I highly recommend her services.

If you need any help with your books, whether it is a clean up, monthly upkeep, or advice, Jeanne…read moreis the one to turn to! She has helped us tremendously when we switched over from QBD to QBO; our migration was horrible and ended up with a lot of missing holes. Jeanne's work ethic is very detailed, thorough, and accurate! You don't have to worry about being left hanging on questions as she is very quick to respond to help get you the clarity and assurance needed. Needless to say, she is Excellent at what she does. And even better, she is so very kind and sweet!!! I am so grateful to be working with Jeanne as she oversees our books and ensures everything is continuously running perfectly.