CLIENT REVIEW MOCKUP • ROUND 1 • NOT FINAL
BASED IN HAWAII. SERVING CLIENTS WORLDWIDE.YOUR FINANCIAL RESOURCE
FEES & CONSULTATIONS

Personalized service.
Clear pricing.

Every tax situation is different. Fees reflect the complexity of your return, the filings required, and the scope of services you need. Contact us to discuss your circumstances and receive a personalized quote.

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STARTING PRICES

Services tailored to your circumstances.

Every tax situation is different. These starting prices are placeholders for client review and will be finalized before launch.

STARTING AT
$XXX

Individual Tax Preparation

Careful preparation based on your filing needs, income, deductions, and overall complexity.

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STARTING AT
$XXX

Tax Planning

Forward-looking guidance based on your income, investments, business interests, and long-term financial goals.

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Personalized service. Clear pricing.

Fees reflect the complexity of your return, the filings required, and the scope of services you need. Contact us to discuss your circumstances and receive a personalized quote.

Additional services

  • Bookkeeping: quoted based on scope
  • Payroll services: quoted based on scope
  • Hawaii GET filing: quoted based on filing requirements
  • Other tax services: quoted as needed

Deposit & payment terms

A 50% non-refundable deposit is required to begin work. All payments are non-refundable. Final fees are based on the complexity of the work, filings required, and the agreed scope of services.

REQUEST A CONSULTATION

A more thoughtful approach starts with a conversation.

Tell us about your circumstances and the support you are looking for.

Review-stage form: submissions display a confirmation on this mockup but are not transmitted until the final form destination is approved.