About
I have been preparing taxes for 7 years on Oahu. My goal is to provide professional, accurate, personal service to my clients. I minimize my clients' tax liability while maintaing compliance with all tax laws.
I love seeing my clients smile, which can be difficult at times with taxes. My clients' satisfaction with my service is key. The fact that they come back year after year creates enjoyment for me, and makes what I do completely worthwhile.
Reviews
Pauline C.
Patrick M.
Alexander A.
Kara.
Robin F.
Michael S.
Frequently asked questions
What is your typical process for working with a new customer?
I typically travel to my clients, but whatever is convenient for client.
I also work virtually.
What education and/or training do you have that relates to your work?
I have been a tax professional since 2012 and became an Enrolled Agent in 2019.
Do you have a standard pricing system for your services? If so, please share the details here.
I charge based on time and complexity of the returns.
How did you get started in this business?
I have been in the accounting field for 25 years and found that I really love doing taxes. I especially enjoy helping people, and lessening the invevitable stress that comes with tax time.
I especially enjoy helping people get into compliance with their tax obligations.
What types of customers have you worked with?
I have worked with clients who have small businesses, rental real estate, tip income, social security and retirement issues, student loans, education credits, investments, large charitable contributions, health insurance issues, all of the credits/deductions related to children and heads of households (EITC, CTC, OTC) and more.