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.

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.

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?

Mark Matsuo was excellent. Mark was extremely knowledgeable and helpful regarding my tax situation…read more I would highly recommend his services to others.

I am so disappointed I feel like I should share my experience so others don't go through the same…read morestress working with this business. I reached out to schedule an appointment with Mark using his online scheduling portal because I was starting a small LLC at the middle to end of last year and needed help. He called me promptly at the scheduled time and had helpful advice so I let him know I would like to work together and that I would like to hire him to do my business/personal taxes. He sent me a link to establish my account in the client portal and I started to upload my documents. 1. Red flag number one. He told me that I need to file my GE tax in December and all I needed to do was to email his staff and they would take care of it. Sounded easy enough. The time comes and I email his staff with Mark cc'd well before the deadline. I never received any reply or confirmation. I gave them the benefit of the doubt that they may be busy, so I waited a few days and then scheduled another phone appointment. Again, he called promptly, but did not have an explanation why my email was ignored. However, he was kind enough to file the taxes right on the phone. I thought all was well and taken care of. 2. Ref flag number two. I did have some questions about my business that he said he didn't know the answer to and recommended I ask other CPAs or HR Block for confirmation. That's reasonable and I appreciate the honesty in his response, however, I asked him how he would like me to close the loop and he said to email him. So I spent weeks seeking out other tax professional advice to make sure things will be filed correctly and I emailed him a few times with my findings to make sure we were on the same page and again, never received a reply so I eventually scheduled a phone appointment. 3. Red flag number three I had made a few separate phone appointments with him the rest of the year to make sure things were on track for taxes and I mentioned each time in the appointment scheduling that is what my visit was for. On several of those meetings, he called mostly on time but was met with the response "oh I guess I should have looked at your files ahead of time" which made me feel uncomfortable that he was not clear what was going on with my situation. He confirmed at the phone appointment he would be doing my taxes and I made sure to have everything uploaded promptly early 2024 well before the deadline. I emailed him again in January to make sure things were in order. This time I finally received a reply, but he made a mention about S Corp filing deadline that does not apply to my situation and really made me feel uneasy. He then stated that they were working on the taxes and that sometimes it takes a while so it's good I submitted everything early. He said not to worry and they would email me when everything was done. 4. Red flag number four I was planning to travel in March and so I scheduled one last phone appointment at the end of February to have him go through everything. Again, he made a comment on the phone that he had not looked at my documents and so most of the meeting was him going through what I had uploaded. He said everything seemed to be there. Looking back, he never asked me in detail about my business office or phone line or anything that could count as a deduction and because I was just starting out I honestly didn't even know about those things. I asked him to provide a specific timeline about my taxes and when I could expect them to be done and how he expect payment. He said they should be done the last week of March and that he will send an email when they are done to be picked up or a copy will be available on the portal. I asked him how I should follow up in case I don't receive a reply because at this point his phone appointments were completely booked through the end of April. He said, again, to email him. 5. Red flag number five Not unexpectedly, I did not receive any communication from his office at the end of March. I waited a few days out of courtesy and then emailed him asking for an update. To which I never received a reply. And still haven't. I ended up asking another company frantically to help me with my taxes to meet the deadline. I have always paid my taxes on time and this was a huge source of stress. The lack of communication is extremely frustrating and unprofessional. As a new business owner without prior experience with tax law, it's so important to have a reliable CPA. I felt that I did everything I could to be communicative and proactive but was met with poor to no responses, vague answers and no results. He never discussed clear timelines or expectations. Had I just left him at his word that things would be done, my taxes would never have been filed and I would have been hit with penalties. It's a shame because he is a nice guy, but I found this unacceptable.