top of page
OAHU Honolulu's Trusted Source for
BUSINESS TAX PREPARATION, FINANCIAL PLANNING, BUSINESS PLANNING, COMPREHENSIVE TAX PLANNING
● Tax Planning ●
●Business Tax Preparation and Filing ●
●Personal Tax Preparation & Filing ●
●Tax Advisory ●
●Financial Planning
Our Address
1441 Kapiolani Boulevard Suite 912
Honolulu, HI 96814
PLANNING vs. PREPARATION
There's a distinction between reactive, past looking preparation and forward looking, proactive planning.
Tax Planning
The process of looking at a person's life, business, and regulatory requirements to legally reduce taxes.
Tax Preparation
The process of reviewing the years financial results and preparing tax returns for submission to the IRS.
12/31/2025
Before Year End
After Year End
CATEGORIES OF TAX PLANNING STRATEGIES
We will review strategies and their combinations. Here are a few of the categories we will assess.
-
Deductions
-
Legal Entity Design
-
Retirement
-
Tax Cuts & Jobs Act (TCJA)
-
Insurance & Asset Protection
-
Niche Specific Strategies
-
Advanced Strategies
-
International
-
Exit & Capital Gains
STAGES OF TAX PLANNING
While tax planning starts with a plan, that plan needs to be implemented in a legal manner, maintained, and
reflected in the tax return.
PLANNING
The planning is the most important part of our engagement.
We are performing a review of your tax position and making recommendations for how much you can save with proactive tax planning strategies.
Some savings may be from prior years, but most will be in the current year and beyond
IMPLEMENTATION
Once we complete the tax plan, we will present to you anywhere from 1-25+ strategies depending on the circumstances.
Some of the strategies require minimal implementation, others may be complex and involved 3rd parties.
We'll guide you every step of the way.
QUARTERLY
Keeping up with the compliance to ensure the savings are defendable, and realized in the returns, is where tax planning gets finalized.
If we decide to work together on a quarterly basis, this includes basic planning, implementation of basic planning strategies and a review of financial results to make proper estimated payments.
PREPARATION
The preparation of the returns is the last stage of the process.
At this point, we can actually calculate what your final tax payment will be and compare it to what you would have paid without doing proactive tax planning.
The preparation does not cover monthly accounting, clean up, or closing the books.
NEXT STEPS IN THE PLANNING PROCESS
While tax planning starts with a plan, that plan needs to be implemented in a legal manner, maintained, and reflected in the tax return.
KICK OFF CALL
We'll schedule a kick off call where we can walk through the engagement and what information we'll need to get in order to complete our planning.
This call will last approximately 45 minutes and can be performed remotely.
FIRE REQUEST, QUESTIONNAIRES
In order of us to do a full analysis of the situation, we will send you a full request list of tax and other financial information.
Additionally, we'll need you to complete a questionnaire to help us identify savings opportunities.
FINALIZE TAX PLAN
When we receive all the required information, and perform our research, we will present to you our planning stratégies and what the process of implementation will be for each.
This will include source references for all planning strategies.
FREQUENTLY ASKED QUESTIONS (FAQ)
Q1: What strategies do you cover?
A: We cover hundreds of strategies when you consider strategies and their combinations: deductions, legal entity, retirement, insurance, loopholes, new legislation TCJA, FFCRA, CARES, advanced and niche strategies.
Q5: Is this the only tax plan I'll ever need
A: Hopefully not. As your income grows to new levels, a new set of planning strategies are needed. While not typical, the most successful clients need tax planning every single year. However, if there is no major change to the business from one year to the next, we may not need another tax plan for years.
Q2: Are you a CPA?
A: No, but most CPA's don't do planning, they just do tax preparation. You can keep your current preparer or work with us to ensure the savings in the plan are realized. We have CPA's, attorneys, and tax advisors reviewing and implementing are tax plans.
Q6: Are there any other costs of the plan?
A: If you chose to implement certain retirement, insurance, or legal structures, there may be additional fees or costs associated with the implementation of the strategies.
Q3: Why doesn't my current accountant know this?
Q7: Can you guarantee these savings?
A: Most accountants are compliance oriented, reactive, and focused on historical analysis. We are proactive, forward-looking, and plan for the future. It's a completely different mindset, service offering, and result that we achieve for our clients.
A: We can't guarantee any of the savings. The nature of tax planning is that it's forward looking and based on projections of income and expense. If those income and expense numbers change for any reason, savings will be impacted.
Q4: How do you come up with an estimated savings?
Q8: Can I keep my current tax preparer?
A: Before we engage in a formal tax planning relationship, we gather limited information from our conversations about income, projections, legal structure, current planning and we can develop an estimated savings which will be finalized once we perform a tax plan.
A: Yes, many of our clients all keep their current tax preparer. However, if you choose to do tax preparation with us, we can accommodate that as well.
bottom of page