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.

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.

Everyone I interacted with at Wicklund Financial Services were outstanding. Responses to questions…read morewere quick. The staff are very friendly and extremely helpful. My previous tax consultant of 20 years passed away in late summer of 2025. I started searching for another tax consultant in Hawaii and I came across Wicklund Financial Services. All the reviews were positive and glowing. I also found other services too. I settled on trying Wicklund Financial Services and have never regretted it. I was concerned because my tax returns involve California, Maryland and Hawaii tax returns. I was concerned that they wouldn't be able to help me. Working with Reyn Wicklund, it was clear he understood how to prepare my tax return. He asked all the right questions and uploading all the documents via Tax Dome securely made things so much easier and faster. It also helped me to organize my tax documents as Tax Dome guides you through the various documents needed as well as give you the opportunity to add additional documents outside of the usual categories. By the way, I don't live in Hawaii. I live in Maryland, but that didn't matter. Reyn was able to complete my tax return remotely in a very timely manner without any problems. I will continue to use Wicklund Financial Services. Reyn is extremely knowledgeable, responds quickly to questions and concerns, keeps you updated on the progress of your tax return and is a pleasure to work with. I highly recommend Wicklund Financial Services for your tax returns. I am sure they are equally skilled in Financial planning and other services. The entire staff are friendly, helpful, knowledgeable, very responsive to questions, concerns and inquiries and very easy to work with.

I used Didi for a financial statement so that I can get my contractors license. She was able to…read morecomplete it the same day, and did an awesome job. Thank you!

Didi is very pleasant and professional. She will answer any and all of your questions. She is fast…read moreand efficient. Her rates are very fair. I will be a repeat customer for sure.

Have had my taxes done by Jackson Hewitt tax professional Pauline Mitchell for many years now…read more Their tax specialists have always been helpful, knowledgeable, and willing to answer all of my inquiries. My completed tax returns are always explained to me in simple layman terms. Each year my visits to their offices, my tax forms have been successfully completed without any problems. I'm in and out of their offices in just fifteen minutes. Am a thoroughly satisfied customer each and every time. Always looking forward to having my taxes done by them each year. Jackson Hewitt Tax Service are just that - a complete professional tax service company.

They made several errors on my returns. Furthermore, after i pointed out their mistakes, they said…read morethey would contact their supervisor and contact me. They have not contacted me yet. DO NOT use their service!

Robin, the receptionist, needs to improve on customer service…read more I had an appointment with J. Castro, my tax advisor. Which the day of my appointment she couldn't fulfill my request due to being unqualified with any foreign assets. Which she wanted to adjust the appointment onto another advisor. However, the receptionist intervened that no other advisors could take me in due to unavailability. She was adamant on that I need to reschedule, however my reservations should still be fulfilled regardless of my situation. While J. Castro, the tax advisor was trying to be helpful, the receptionist insisted that I can't be helped with my appointment. This is my experience here and I've gone through HR Block for the last 6 years in various areas, so I know what needs to be processed. It's when people think they have some administrative control that think they can run over their advisors. Good help is hard to find, but the first layer of service needs to be improved. No wonder this particular area is poorly performing.

I have used these guys for the passed two years and it seems like there is something wrong with…read moretheir system or something wrong with the training of their staff. I have little faith that my taxes have been done correctly over the last two tax seasons that I always buy the insurance. Between the two times that I have filed one year I didn't owe and this year I do owe. Nothing has changed with my marital status, or employment , or dependents, yet somehow my taxes are not matching up. This year, my tax prep person is chalking it up to if I get money back from my federal, it's okay that I still owe a little on my state. Which to me doesn't make sense.. if last year I didn't owe anything but the this year I do? Something seems sketchy. Now whenever I try to get clarification on the issue it is nearly impossible to get a hold of my tax prep person. I call the office , leave messages, email multiple times with no return. The only time I seem to be able to get a hold of my tax prep person is if I call HR customer service (mainland line) and complain and have to schedule a meeting with my tax prep persons. I know tax season is a busy time for everyone, but I shouldn't have to wait over two weeks to get a response on a question! Finally, after working with my taxes pro since January, she gives it to me to review, pay and sign.. which I do (everything at this point is competed in mid march). Also at this point I'm exhausted on trying to get her to fix my taxes so I don't owe (like how I didn't owe last year) so I just give up and will pay whatever she says I owe to the state. So now that I've signed everything I assume it's going to be submitted . Fast forward a few weeks, no tax submission... now having to go through the headache of trying to contact my tax pro again, she's telling me it's because I need to pay for services again?? No I already gave them $535 for their services what do I need to pay for again?? I sent my receipts and still waiting for a response and still waiting for my taxes to be submitted . NEVER coming back !

Friendly staff and quick service. Certainly the quickest service and their expertise made for a an…read moreenjoyable experience. Not like all the past experience doing our taxes. We would spend so much time sitting and waiting our turn in the past. We scheduled our initial appointment and when arriving were promptly taken care of. Scheduled a return visit to see our completed return. In all for the 2 appts. we spent less than an hour there total, really satisfied. Kui was so professional doing our taxes. Made us feel at ease taking away any anxiety that comes with doing taxes, definitely a plus.

I was recommended to Kui at Hanks Tax service as my friend recently went to her for the first time…read more She was excellent. I had a new business through Etsy and had no idea on what to do or what I needed. She took her time with us and made sure everything was perfect. She even gave me tips and tricks and was so unbelievably nice. I highly recommend, unless she is fully booked, because I can definitely see that happening! I will be going to her even when I move off island as she can help you wherever you go!

Quick, Accurate, Affordable Tax Service - we had all my documents ready and walked in to the Direct…read moreTax office set up at the Navy Exchange Pearl Harbor parking lot during this past tax season and was seen immediately. Wallace handled our State and Federal taxes and he was fantastic! We've been to other tax services on Oahu and even did my taxes through an online service the previous year. This cost the same as what we paid to do our taxes online and about 25% less than the competitors. We were in and out in about one hour and we couldn't be happier. We'll definitely be back next year with our tax paperwork in order. Absolutely GREAT job!

My husband and I absolutely love the service we get from Directax. We've been coming to Wallace for…read morethe past several years and he has never failed us. We arrive minutes to closing and he is always so welcoming with a smile on his face. As long as you have all your pertinent documents (i.e. W2s, interest income, mortgage interest statement, etc.) in hand, you will be serviced as quickly as possible. So if you have a last minute need to get your taxes done in time before the deadline, come by and see Wallace.

Very helpful and informative, Chris really wanted to give us the biggest refund that me and my…read morehusband could get. My husband is active duty military and we filed jointly.