Literally the rudest accountant I have ever had the misfortune to use. Angry, irritated, unprofessional and just plain bitter. Adds stress rather than resolves it. I do not recommend his services unless you enjoy bad behavior. I would not usually give a negative review, I would just ignore it, but he worked hard to earn this. read more

Contacted Mark for help with multiple tax issues owning property in Hawaii and living in the Mainland. Having been away from the islands for many years, Mark helped me to file back income taxes which I didn't know I had to file, and to help with my tax refund for proceeds withheld. It was a net $25,000 gain after a lot of work on his part. He is so awesome to work with and I strongly recommend him for people not residing in Hawaii to help walk through Hawaii's unique tax laws. He will work with you to make sure you are on task and help guide you through the process. Can't say enough about how great it was to work with him through a grueling process. read more

He Hung up on me. !!! We hired Mark for my inlaws after selling a property in hawaii. everything at first was great. quick responses to email etc. there was some confusing aspects about this tax return so there was a mistake that I had found. no problem, its understandable due to the details being mixed up. However when I called him to get our facts straight he was unprofessional. Not understanding why I was helping my inlaws with their taxes. my mother in-law has MS and has a speech disability and my father in-law has dementia. After a short conversation where he was very confused he told me he'd void the invoice and hung up on me. read more

Unprofessional behavior. Scheduled a consultation and asked a few questions about his qualifications and cited some tax research i had done in an email beforehand. It must've seemed too complex, as the response I got was: "I'm gonna take a pass on this. I wish you good luck in getting your issues worked out." Given that I was in a situation where I really needed a CPA, that was a hard blow. I hope he's kinder to his future clients and doesn't abandon them when they need help the most. read more

Mark is the best! I had a great experience of getting to work with him on some tax issues which he quickly resolved in a matter of days. He is very prompt at responding via email/text. He made me feel very comfortable and reassured me of financial terms and such which I had no knowledge of. I appreciated the tax services and would highly recommend him! :) read more

Update to my review of April 2022: Unfortunately, Mark Lee's response to my review has made it worse. He emailed me on 4/1 saying he filed my deceased mom's personal return. Now his Yelp response on 5/8 said he did NOT file it. He won't respond to email asking for confirmation that the return is filed. There may be penalties if he did NOT file. He emailed me the Trust return as FINAL, not a draft. So his response is incorrect that it was a Draft. All documents sent to new tax preparer were the same documents sent to Mark, nothing changed, except Mark's errors were caught with the 2nd preparer. Errors on both the Personal return and Trust return. read more

Lacked focus. While not a CPA I needed to check his work and point out lapses. Clearly did not measure up to some of his so-called ratings which I think he made up. He was curt and rude. read more

This is my very first yelp. I do not like this platform honestly but I am compelled. Especially b/c I called Mark based on testimonials. I called looking for a professional to me help with past tax debt and setting up installments and an offer in compromise with the IRS; but also I would like a long term adviser/consultant I could turn to for taking care of my businesses, tax planning stuff. Immediately he treated me crappy on the phone. I like snarky people but he repeatly Interupted me, suggesting what I needed cost a lot, too much.. that he costs a lot, assumed I wasn't willing to pay, "people call me all the time pumping me for information." and he didn't do that kind of work. I have money, I expected to pay, told him I'd pay for the phone call even... and that i thought that he was a tax specialist... but he assumed I was ignorant, and after bullying me with a couple questions like: "have you ever even seen a OIC form? " etc... ( which I am no expert, thus the calling him, but I know shit too) so he pauses asks me what it was I asking him to do... I'll tell him i recently got a Covid Disaster Loan and wanted to know how the IRS would see it... he cuts me off, proceeds to treat me like I was asking for something nefarious, or wanted to hide it, which I wasn't. Tells me he's been investigate by the FBI before, and hangs up on me. To be clear - For the Record - I was willing to pay for every minute of his professional services. I was not looking to hide money or break the law. I was looking for professional advice and stategies on how to properly - legally - manage my tax obligations. I, at no point, hinted or requested anything illegal. I was looking for a strategist and a problem solver, an ally and an advisor who could help me be a better entrepreneur. He is clearly not that person. There it is. read more

Mark is the best CPA any business owner could ask for. I run multiple businesses which sometimes can be difficult for one to navigate and keep it all straight. Mark does this with ease. Mark is a long time veteran when it comes to doing taxes. So if your an individual looking for a new tax accountant or a bigger business looking for a qualified CPA that you can trust with your taxes, Mark is your guy. Laid back and well educated! read more

I had the pleasure of meeting Mark last year at a film industry function and during our conversation, he made me aware of several deductions and tax laws I was unaware of. He has a very down to earth manner and sense of humor that makes talking about money a "no-stress" situation. His knowledge is far-reaching and has worked with large companies, he is a HUGE advantage for my small business! As a freelancer, I'm always on the move and Mark not only did everything from me via phone/emails while I was on location, he gave me 5 basic tips along with iPhone APP recomendations that have now put ME in charge of my Money! If you want someone that can really help you demystify money matters, contact this guy! He makes it FUN! #MarkWLee #TaxBoss #NotABeanCounter #TeamMark read more

Mark is very knowledgeable and very helpful. I will continue to use Mark's services for tax preparation and business advice. He is my sage as I run my small business and I feel like has saved me lots of money. read more

I have worked with Mark for a number of years for my tax preparation services. He is a pleasure to work with, provides wonderful guidance and direction and always returns my paperwork before expected. I work with him remotely which has allowed me continuity of service; this model has been very easy. I would recommend Mark's services. Thank you. read more

Absolutely stellar. Mark is a gem. As a creative person, I am daunted by my taxes - there are so many deductions and areas I can save, but the process is really overwhelming. Mark helped me tackle my taxes and left me feeling completely at ease afterwards. It doesn't hurt that he's a really pleasant guy, with wonderful conversation! Cannot recommend him enough. read more

We moved back to Maui three years ago. I just googled tax CPA's and Marks name came up. Thank goodness!!! He has been amazing. I needed information from a previous year, couldn't find it, called Mark, he was on vacation off island but still got me the info. Very professional, efficient and a nice guy!!! read more