Year-Round Tax Planning

Tax preparation reports what already happened. Tax planning changes what happens next. We meet with Hawaii families, business owners and investors during the year, before choices are locked in, so you keep more of what you earn.

Who we plan for:

• Small business owners: choosing the right entity (LLC or S corporation), setting a reasonable salary, retirement plans and Hawaii GET planning

• Real estate investors: rental property deductions, depreciation, cost segregation, short-term rentals and 1031 exchanges

• Crypto and stock investors: capital gains timing, loss harvesting and accurate reporting

• Military families: PCS moves, state residency and filing while stationed in Hawaii

• Households: withholding checkups, credits, education and retirement savings

What a planning session covers:

1. A review of last year's return to spot missed deductions and credits.

2. A projection of this year's federal and Hawaii tax.

3. A short written list of moves to make, and when to make them.

We're Enrolled Agents, licensed by the IRS, serving Honolulu, all of Oahu, the neighbor islands and clients on the mainland online. Call 808-946-7297 to book a planning session.