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Living Trust Documents

5.0 (3 reviews)
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Services - Living Trust Documents

Audit and conflict resolution support

Current year tax preparation and filing

Past year(s) tax preparation and filing

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Sunrise Tax & Business Services

Sunrise Tax & Business Services

(16 reviews)

Just heard back from Ray Hapai and we've now we're done with the taxes we've been dreading. Tonight…read morewas a major accomplishment and a huge step in a positive direction for us. Tom did owe some back tax from 2013 but it was paid from the refund he would have received from 2014. It should be noted that Ray also went above and beyond and squeezed Tom in, to file his extension the day of April 15th. We were just now able to get everything Ray needed to complete the task and Ray worked all day today (Saturday) to get these done. The timing couldn't be better and the good news feels like a sign of things to come! Ray is an Enrolled Agent, extremely knowledgeable and ethical, and I have the utmost confidence that having Ray on our side will aid Tom if any future financial matters arise.

We have been coming to Sunrise Tax for a very long time. We appreciate the care given to our file…read morewhether it is a year that requires a lot of work because of home sales/purchases, rental properties, etc.... Or whether it is a simple year. No matter what we bring to Sunrise Tax, our files are always handled promptly, we leave having a good understanding of our paperwork that will be filed, and we have complete confidence that the work was done right. This year, we spent extra time asking Shelly questions as we prepare to retire and start a new career. She had good and valuable input! She thought of things that we hadn't even considered, and was very helpful as we are making decisions about how to move forward with our finances in a new season of life. Their fees are right in line with the big box tax preparation businesses but the level of service and knowledge far surpasses anything you will find in these impersonal tax places!

Living Trust Documents - taxservices - Updated October 2026

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