Tod is a knowledgeable, dependable, friendly and effective tax preparer. And his service continues…read moreway after the taxes are filed when I have tax questions and income changes. Download/print out a couple of pages to fill out with your info and then turn in or up-load your tax papers for him. Done. He will clearly explain what he has accomplished and what you will have to pay and later do for the rest of the year. A great person to help you during the tax season and beyond.

Thank you Tod and team for taking care of me for 2025. I love the secure website where I can upload…read moremy paperwork seamlessly from anywhere. Your team is great about confirming the secured documents have been received. The turnaround time was right on par! Looking forward to utilizing your team in 2026.

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.

Everyone I interacted with at Wicklund Financial Services were outstanding. Responses to questions…read morewere quick. The staff are very friendly and extremely helpful. My previous tax consultant of 20 years passed away in late summer of 2025. I started searching for another tax consultant in Hawaii and I came across Wicklund Financial Services. All the reviews were positive and glowing. I also found other services too. I settled on trying Wicklund Financial Services and have never regretted it. I was concerned because my tax returns involve California, Maryland and Hawaii tax returns. I was concerned that they wouldn't be able to help me. Working with Reyn Wicklund, it was clear he understood how to prepare my tax return. He asked all the right questions and uploading all the documents via Tax Dome securely made things so much easier and faster. It also helped me to organize my tax documents as Tax Dome guides you through the various documents needed as well as give you the opportunity to add additional documents outside of the usual categories. By the way, I don't live in Hawaii. I live in Maryland, but that didn't matter. Reyn was able to complete my tax return remotely in a very timely manner without any problems. I will continue to use Wicklund Financial Services. Reyn is extremely knowledgeable, responds quickly to questions and concerns, keeps you updated on the progress of your tax return and is a pleasure to work with. I highly recommend Wicklund Financial Services for your tax returns. I am sure they are equally skilled in Financial planning and other services. The entire staff are friendly, helpful, knowledgeable, very responsive to questions, concerns and inquiries and very easy to work with.

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.

Knowing Tamilyn was a blessing in sky. it been over 20 plus years with Tamilyn E Masuda, CPA, Inc…read more always get it done all these years.

It's that annual tax time again! Need to prepare our annual tax returns to Uncle Sam and the State…read moregovernment. Where can I go to have this done? Tamilyn Masuda CPA. Over the past 35 years, we've solicited the help of a number of tax preparers, all by referrals. We've learned about the differing styles of the various CPAs, as some are conservative, interpret tax laws in black and white, or are liberal in their interpretations. As we were looking for a CPA that was liberal in their tax law interpretation and yet within the requirements of the law, our Estate Attorney recommended Tamilyn Masuda CPA to us in 2012, as he was using her and was satisfied with her services. Since 2012, Tamilyn has been our CPA for our tax needs, and we are very satisfied with her. In fact, we consult with her throughout the year, and not only during tax time, as we've consulted with her on the tax effects of purchasing/selling investment property, creating a LLC, looking at retirement account options, estate planning, and tax liability reduction. Tamilyn is very accommodating, as we could call her with questions anytime during the year at no charge. She is friendly, personable, and easy to talk to. We haven't had any problems with our tax returns. I do categorize my receipts and create x-cell worksheets to make it easier for Tamilyn to put things in order. It's also a self-check for me if there is a payment transaction issue that needs to be followed up on. A face-to-face appointment is then made with Tamilyn to go over the worksheets and any issues that we have. We've always have had timely responses in completing our returns, and Tamilyn will call if she needs further clarification or receipts. We request a draft of our return so that we can review the entries and get any clarifications, if needed. Once we give approval, the tax return is finalized by having us sign the documents. With the current Covid-19, however, social distancing required some changes. We were fortunate to have had a face-to-face appointment as we had scheduled it before the procedural changes. Now, all receipts and documents are to be mailed in or dropped into a box just outside the office's front door by calling staff prior to dropping off. They will retrieve them, and Tamilyn will start reviewing them in preparing the tax return. Upon completion, a phone call would be made for you to pick up your return, and sign any documents in the box outside the front door. Local-born Tamilyn has more than 30 years of accounting experience, including 7 years as an IRS Auditor for small businesses. With this knowledge and experience, she started her business, Tamilyn Masuda CPA, as she has the IRS insight not only to assist small businesses, but also to individuals, corporations, partnerships, LLCs, estates, and non-profit organizations. She provides services in bookkeeping, payroll, tax planning and preparation, audit representation, estate planning, and divorce/support issues. She is assisted by her adult daughter, Shauna, who is well equipped with accounting knowledge and experience, and additional staff during the busy times. Tamilyn's office is on the 2nd floor above the Original Pancake House in the Waiakamilo Shopping Center in Kalihi. There is a secured entry, as you will need to call her office on the intercom on the 1st floor at the foot of the stairs. She will buzz you in once you give your name and the reason why you're there. Office hours are Mon. to Fri. from 8a-4p, with extended hours during tax time. Yes, we have finally found a CPA that fits our needs and has the same views of the tax laws and our liabilities to Uncle Sam as we do. Perhaps Tamilyn Masuda CPA can be of the same fit to you too?

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!

Diana and her staff are both effiicient and quite knowlegeable. What makes her different is…read moreensuring that you get the maximum deductions/credits you're eligible (she has her own checklist based on experience and current tax knowledge). Despite having a complicated tax situation involving K-1's, Agreement of Sale contracts, GET filings, sales subject to capital gains, and even estate planning considerations, she was able to navigate all of the IRS and State of Hawaii Tax code requirements and file my return well before the deadline....all with both accuracy and concern for her customers. I and my family haved used Tax Consultants for years and will continue to do so in the future.

Diana has doing our taxes for the past 12 years! We have investments, rental, unit, and child care…read more We highly recommend her!

Friendly environment with aloha! My preparer was Lovelyn who lived up to her name by being LOVELY…read moreShe was very thorough, patient, gentle with me I'm sold, I'll be a customer for life! Great parking, ground level in Kalihi!

Great friendly knowledgeable make u feel like family speaks do you can understand the tax laws and…read morewhat all deductions n earnings do when filing your taxes

Great staff, efficient work. Joe, Mae & Lori are the best. They have been our taxes for years.read more

From the owner: We are a small but friendly firm. We offer Tax preparation services as well as financial planning…read moreservices. I have over 20 years in the Tax industry and love working with clients to get them the highest possible refund or lowest balance due that is within the legal perimeters of the law.

I used Didi for a financial statement so that I can get my contractors license. She was able to…read morecomplete it the same day, and did an awesome job. Thank you!

Didi is very pleasant and professional. She will answer any and all of your questions. She is fast…read moreand efficient. Her rates are very fair. I will be a repeat customer for sure.

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.