1. Executive Tax & Financial Services

    1. Executive Tax & Financial Services

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    Mililani, HI

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    Executive Tax & Financial Services

    4.1 (43 reviews)
    Open 8:30 am - 4:00 pm

    Services - Executive Tax & Financial Services

    Payroll services

    Audit and conflict resolution support

    Current year tax preparation and filing

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    3 years ago

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    5 years ago

    I've been coming to this awesome family owned business for years. Excellent customer service and Calvin and Jessica are very professional.

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    Page 1 of 2

    Ask the Community - Executive Tax & Financial Services

    Review Highlights - Executive Tax & Financial Services

    Mrs Ella provided explanations and needed very little explanation from me on any items I desired to write off on my taxes.

    Mentioned in 18 reviews

    Read more highlights

    First Choice Accounting Services

    First Choice Accounting Services

    (14 reviews)

    Kara gave us advice and helped us start our LLC (how to do it on our own so we do not get charged a…read morelot of money for an account or CPA to do it). She was knowledgeable about starting a small business with an LLC, so I will give her that, but after working with her more, my husband and I have decided she's just not what our business is looking for, especially since we are now growing. We were happy with her service in the start but overtime it was just not up to par. Yes, she can advise on how to start an LLC on our own and do our tax returns, but that is it. If you are looking for someone to help you plan ahead for your business for tax strategies and tax planning, this may not be the place. We only ever heard from her for our returns and that was it. Upon going with another company, we also discovered some forms we did not file but were supposed to, which Kara did not inform us of. For tax returns, there is a portal to download your documents, but there is no "list" or things that we should consider uploading, so it can be a lot of back and forth on- send your expenses, send your mortgage, send this and that or cannot finalize return, etc. It just seems unorganized and if you're dreading taxes, this will make it worse. I also had a return for a different state in 2022 that was not filed (unsure why a different company omitted it). However, I decided to do it independently since Kara mentioned there would be a nominal fee if she did it because she does not know about another state's filing regulations. I asked the previous accounting company if it would cause any problems since it was omitted, and they said it would be ok since the IRS has a matching system and will send us a notification if anything was excluded so we could wait for that. Upon getting the notification, we can decide whether to make an amendment. Kara failed to mention that part. We felt she just wanted us to spend more money to have her do it or something. We moved from MY Personal CPA to her because yearly we would get a different tax preparer so we thought if we went with a smaller company (First Choice Accounting) we would get more personalized help but going with a one person team means getting emails at odd times like late at night and getting missed. Also, even though I did not go with Kara submitting my out of state return, I got charged a one-time $150 fee for Kara reviewing the 2022 tax return which I was not aware of. She was not upfront about the fact that there would be a charge when she asked if I could send her my 2022 return so she could look at it to figure out why the other state W2 was omitted. When I brought up that I was not expecting a charge, she did not reply to me. Finally, she always apologizes for responding late. Her cat got spayed, stayed up late, and was busy. You call her, and she doesn't pick up, but she will reply via email which increases more of the back and forth. This pretty much sums up why we are going with someone else even if we have to pay $400 to part from her since she said she already worked on our return even though she was still asking for documents and more clarification.

    Kara was prompt, professional and I could tell that she didn't just want to bank a customer on our…read moreinitial consultation. She was thorough with her filing of my tax & helped me through a lot of forms/things I was not aware of for filing as a 1099 contractor, as well as with multiple W2s.

    Wicklund Financial Services, CPA

    Wicklund Financial Services, CPA

    (10 reviews)

    After engaging with the CPA in a face to face setting early year and meting with one other…read morecompetitive CPA firm, we decided to move our business to Reyn Wicklund, even though the referral was to his father who started the business many years prior. Sadly he was no longer actively running it so we got the hand off to the kid. It started with some up front dialogue on getting started; jump on his portal for communications, uploads etc, add then to approving him for access banking, GET taxes and some other areas. All the typical new CPA working so fun prep steps. Then comes the long long gap of communications. To be exact zero replies on multiple emails requesting support and guidance on his own portal. When monthly GET was due we had no trust it was being handled, as it was not. So we paid it ourselves then emailing, reaching out but again Reyn decided to do it last minute without telling us. So now we've paid twice. Weeks months pass and more zero contact we are running our business not thinking about it which is sole purpose of this relationship from start as an owner my plate is overflowing with to do's, until another month the two and more lack of transparency lack of replies to countless messages about credit cards Quickbooks and so on. Terrible management. Now knee deep into mid year and no trust this guy has done a single thing for us (as had not) since double paying our GET. Sadly we are now back to square one and bookkeeping backed up so so much more. It's sad to feel this was so frustrated with a CPA. Especially of which was referred from a local and respected banker back in the day who knew his father personally. I suggest stay far from this CPA. Sometimes hard work and building a business from scratch you respect your clients you communicate with your valuable clients, not ignore them. Pick up a phone Reyn make a phone call. Reply when a letter has been written to you. Take responsibility. Well that's where entitlement comes in in our eyes with Reyn. He likely has no idea what it takes to build something from scratch and all the hard work to do so. If he did he'd know the importance of transparency and good communications.

    Great service and communication! Taxes were done in a reasonable time. I also like that it's…read moreclose to home and not in town.

    Ramos Tax Service - Need to know information at sign In desk

    Ramos Tax Service

    (25 reviews)

    Ramos Tax Service came highly recommended by my husband's co-worker, and I'm so glad we decided to…read moregive them a try. For the past ten years, I've dreaded tax season because we're in a higher tax bracket. We used to go to another accounting agency, but over time we noticed they weren't really taking the time to thoroughly go over everything with us, and their fees kept increasing. Enter Ramos Tax Service. Although they do not take scheduled appointments, the process was still very easy. They have parking available, and once we checked in, I believe our wait was only about 20 to 30 minutes, which honestly was not bad at all. They even had snacks available while we waited. Once we were called, Noemi was incredibly friendly and helpful. Even though we ended up owing taxes, she took the time to carefully review everything with us, which definitely eased some of the sting. She also gave us very helpful suggestions for next year to help minimize what we may owe. And their fees? Very reasonable. Do I recommend Ramos Tax Service? Absolutely.

    First time here, founded on Yelp. Based on good reviews, decided to give this place a chance…read more Filing late this year and needed to get my taxes done before the dead line! Luckily they accept walk ins. I signed in about 1040am and got called around 130pm. Mrs. Ramos was quick and kind. Seems like when I got to her all of my information was inputted into her computer. Might've been her assistant that sat next to her helped her input all the info's, to speed up the process. I sat with Mrs. Ramos for about 10 minutes and I was done. The outcome of my tax return was not the outcome I wanted but oh well. It is what it is. I feel no matter what, taxes is always owed on my part. They charged $150 for service which I think is fair, based on what others are charging to do taxes now days. If you do decide to come here, expect to wait. They do have a lot of clients and new clients as well, based on my observation while I sat and waited. The waiting area is clean and comfortable. They provide snacks to purchase, cost is about a dollar each. Parking can be a little difficult, as they have about 6-8 stalls in front of their office. I believe you could also park on the street and walk over. Location is right across the street from Honowai elementary. Not sure if I'll return next year, but I'm glad I gave them a chance and I'm glad they took me in as a walk in because I needed to get my taxes done ASAP.

    H&R Block - Tax prep time

    H&R Block

    (16 reviews)

    I have been using H&R block for years but this is my last time using them. They are so incompetent…read moreand unprofessional. They switched over to a new computer system thay nobody knew how to use so they ended up not even doing my taxes for MONTHS. MONTHS of waiting and no communication or follow up. I am STILL WAITING FOR THESE TAXES TO BE DONE AND FOR H&R BLOCK TO DO THEIR JOBS. I was told somebody would call me back and nobody ever called me back AGAIN. Worst communication and super competent. No sense of urgency to help their customers.

    Update for 3/27/2020 Super sigh of relief! My new senior…read moretax preparer was a master at her task. Without ever meeting me she went through my Drop Off packet since the recent health crisis attacking the world prevented face to face contact. Although I had heard the government is extending paying for taxes til July 2020 I'm glad my state and federal tax returns were electronically filed in less than a week this past Friday. Joy H. was so meticulous, calling me several times over a period of days to complete my taxes. She was relentless since we had gained a rental in 2019 and had to go back to my 2001 tax return for some answers. Thank goodness I didn't shred them after 5 years. My previous tax preparer did a good job of figuring out our estimated taxes for 2019. When Joy made her last phone call to me informing of no additional payments due I was ecstatic! Need your taxes done right? Check them out

    EJDA Business Services

    EJDA Business Services

    (2 reviews)

    It has been such a time saver to have EJDA manage my business accounting. I had been looking for an…read moreaccountant for a few years but was never able to find someone that I felt I could trust. This has been a wonderfully refreshing experience working with EJDA. They are great communicators, always very reliable with timing, and go above and beyond to make sure that I am happy with their services. I really appreciate that they take the time to explain certain aspects to me so that way I feel that I really understand what's going on Even though I'm not the one that is spending hours looking at numbers anymore. Thank you so much for all of your hard work and dedication!

    THANK YOU!! When I started my own small business, I needed help with setting up my business entity…read moreand I didn't know where to begin. Davin and his team explained the different business/tax options to me and set up an S-Corp for my business. I am also using EJDA services for monthly bookkeeping, payroll and cash flow management so I can focus on growing my business. I receive monthly financial reports and can set up a meeting and/or call to go over the numbers with their team or to discuss strategies on how to grow my business. I am very happy with the reliable and cost-effective services that are offered. All employees at EJDA are friendly, professional and easy to communicate with and they respond quickly to all my questions. I would highly recommend EJDA Services for any business owner looking to start or grow their business!

    Executive Tax & Financial Services - payroll - Updated September 2026

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