Accounting and Tax Planning Services

Our firm has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses (see this list of our client’s industries). We can deliver the services you need in a professional, fast, and cost-efficient manner.

Tax Planning

Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.

Military Tax Issues

Being a military dependent has allowed me to live and experience different states and countries.  We have developed an expertise in military tax issues, including multi-state returns, foreign earned income and non-resident spouse taxation.


Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis utilizing QuickBooks.

Accounting Services

Our Firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.

Compilation Services

Our firm provides a professional compilation to businesses of all sizes.  We can quickly compile our financial data into meaningful GAAP-compliant financial statements.

Financial Statements

Our firm prepares professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize the full profit potential of your business.

Tax Preparation

Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.   We specialize in small business, S Corporations, prior year returns, multi-state returns and amended returns

Consulting Services

Our company offers a wide range of consulting services to small businesses improve business operations, boost efficiency, and increase the bottom line.   We specialize in real estate consulting and business formation and organizations.

Non-profit Accounting and Tax Preparation

Our firm provides cost-effective services to qualified non-profit organizations, assisting with IRS applications and filings, annual tax returns and budget analysis.


Our firm provides seminars on the following topics:  real estate, small business, how to set up a business in Hawaii, entity structures, and QuickBooks training.