Ku'ulei is the best, she feels like one of our family here at the office. She responds immediately whenever I have a question or need help with our payroll. We have been extremely happy with her service. Val O. read more

Kuulei and I have worked together for several years. Almost 20 years of excellent service. She is the best specialist that I have worked with. Kuulei goes above and beyond and very knowledgeable. I absolutely love Kuulei and I cant see myself working with anyone else. Raving for Kuulei. Mahalo Fred Waller Green Thumb'in Inc. read more

i was literally homeless when they made my tax situation far worse then it should have been. i should have paid maybe $1000-2000 maybe in taxes. instead i paid about $30000 in federal and about $8000 in state taxes in 2017 i got a letter from the irs stating i owed money from selling personal things on ebay. i hired them to file taxes in a way this was not for profit, i shouldnt have to pay taxes on personal items with money thats already been taxed. she filed my taxes for me. 1 year later i got the same letter. i let them know i got the letter, she told me to bring that letter in, i dropped it off to the front secretary because she was busy when i came in. over the phone she told me she would take care of it. another year passed and i got the letter again. she asked me to drop it off, i told her "i already did that and nothing happened" at that point i gave up on her even tho i already paid for this service to make things worse for me. i called about 20 other accountants to help me, no one would help me literally with this old tax issue. they all wanted me to have receipts. after 2 years i dont have that and they never asked me at a time i would have. i tried calling the irs which was an estimated 2 hour wait. they too couldnt help. the guy told me (ill never for get this) "yea you just gotta pay. theres nothing you can do". the state never answered their phone once out of about 50 calls i made. their voice mail states they will return your call if you leave a voice mail which they never do. after 8 years they sent me a final levy notice (meaning at this point they will confiscate everything i have) i paid this off because my mom actually gave me the money. my final payment was $19000, plus payments i made before, i probably paid $30,000 in taxes from a time i was homeless. i couldnt find this company because they moved. but i so happen to come across emails we exchanged. one that stated "i am going thru a move" which was the homeless part i was talking about. how does a homeless person need to pay nearly $40,000 in 2017 taxes? i never made over $15,000 that year and the year before. with the help of this company, thats what youll get. and whats funny is, i paid to make this worse read more

I have worked with the wonderful ladies of this company for a bit over 5 years now. I trust them with everything, literally everything. I have multiple businesses and investments which complicates my taxes immensely and yet I never feel stressed on the organization of my financial records. They keep my QuickBooks tidy, my payroll has never been late to my employees, and taxes have always been handled properly. Like any business there have been a few things over the years that have had to be amended or reorganized but the team was always right on it and ready to work with me. Although I do have a few main points of contact over there I have dealt with a large portion of their team and always felt taken care of. I literally love these people and recommend them to anyone who asks. Thank you My Personal CPA read more

Ku'ulei is amazing! Very helpful, knowledgeable and always willing to help. Absolute pleasure working with her!

Our business payroll service is through this company and we have had an awesome experience, thus far. Kuulei is our designated specialist and she has done a great job at assisting us with all questions and concerns. She is prompt with her responses and questions are addressed with ease. read more

Excellent company to handle your payroll. Kuulei is amazing in helping with our of state employee payroll needs. Don't be afraid to speak with them about your payroll needs. read more

Aloha Lisa, You have been providing us with our tax services for quite a few years now. And each year your service has not only improved but your excellence in client interaction, customer service (listening, responding to queries, etc.) and just overall great service, continues to move above and beyond in excellence. This year with Carl Murdick was great, no stress, no pressures, he was polite, courteous, and professional. I always stress this time of year but you make it easy each time. We will continue to support you and we wish you and your family, all of God's blessings and grace in all future endeavors of your business. Mahalo, Peace & blessings read more

1 year later and still no contact or resolution. I redact my previous review. We worked with Kenyatta personally. Absolutely unprofessional. Disorderly, non responsive staff despite numerous emails to numerous staff members. They disregard all concerns after being audited, and any inquiries about previous filing. Sadly a poor storefront using biblical verses, but has no honor in keeping an honest business. read more

My Personal CPA - Waiting area. They offer water. :) - Accountants Near Me - Kapolei, Hawaii

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First time using a CPA and I hate that I went with this Kapolei branch. Communication is rough. Called today because taxes were due yesterday and they said they were done with my taxes (never thought to call me), and the next appointment they have available is In 2 weeks. They asked if I paid my estimated taxes and filed an extension....no, that's what you were suppose to call me and let me know about. Poor poor communication. read more

My experience is the same as 3 of my friends. The first time they do your taxes they are fantastic. I had an accountant the first time (3 years ago) and then I had 2 different people the past 2 years ( not accountants but trained to file taxes). I had my paperwork for 2022 in time for my taxes and here it is June, taxes not filed and I can't get a call back! Anyway please don't get in this mess like I have. read more

I was late to submit taxes by a few weeks but they told me they would have them done by the deadline. I called and followed up weekly the last 4 weeks and each time left a voice-mail to call me back. They never called me back. I got through to someone a week ago who assured me my taxes were 50% done and would be done by the deadline. On Friday I left 3 voice-mail and never heard back. Today I've called a dozen times and left 3 voice-mails and never heard anything back. Would not recommend a business that physically never calls you back. My fault for waiting until early April to get taxes done, but these people had 6 weeks to complete them and never communicated a thing to me since uploading all their documents. I will also be filing a civil suit against them for any penalties and fines I accrued since they promised to have them done on time and never followed through. Horrible business. read more

I've been using Kenyata and her team for the past three years to do our business and personal tax returns, but recently I had to switch to a new CPA. Kenyata and DeShana are amazing! Kenyata is incredibly knowledgeable, friendly, and experienced. DeShana is a Quickbooks guru and helped us fix a lot of issues on Quickbooks. BUT the rest of the team is terrible. Everyone else lacks communication skills, customer service skills, and an overall sense of urgency to help their clients. I'll email an admin, a manager, or an assistant CPA several times and not get any response for WEEKS. This year I tried to make an appointment three times and never got an answer. None of them care. I spent hours uploading all my documents to the portal link they sent me, only for them to say they got none of the documents. This was the last straw for me so I switched CPAS. If you deal with Kenyata or DeShana personally the experience will be 5 stars. Everyone else (admins, assistants, and managers) will be 0-1 stars. read more

We've been doing our personal and business taxes with My Personal CPA for the last six years. The one thing that stands out the most. Besides, their love of God is they go through item by item when they're done to explain thoroughly everything that was happening in your taxes we haven't had a glitch, thank you Jesus we appreciate the attention to detail and also always trying to help us with our retirement plans and different ways to save money. Thank you, My Personal CPA. read more

As a business owner, MyPersonalCPA has been of great help with the aspect that we all dread... taxes. They have been of extreme value in guiding our company in explaining every detail when filing our taxes. They even go the extra mile in helping/answering questions when I needed additional help with other aspects of running a business. Would definitely recommend them for your tax service needs or any financial guidance! read more

We have used this team of accounting professionals for over 8 years, and they did, did,, amazing work, and had an amazing staff, both accounting side and counter staff. In the past two years our personal taxes have been completed late and incorrect, They prices went up 25% as well. We have had penalties due each year with no reply or follow up assistance. Nothing disparaging here, just facts. We have had to seek a new accounting service as they no longer meet the bar, they themselves, set. read more

My Personal CPA (Kapolei) was awesome in 2019/2020. They must have taken too many clients. Communication has been non-existent (to include a missed appointment when I finally got someone to call back), despite myself loading all required documents by early-mid Feb. Going to use another CPA firm. read more

Oh. My. Goodness!!! Can I just say how glad I am to have chosen My Personal CPA / Financial Planner to educate me on how to file taxes! This year is my first time EVER filing taxes alone and I must say, Renee & Kathy were both a big help! I found out about this place because of my fellow BNI friend, Deshana. I'm so glad I decided to choose this place because it was a very quick and easy process. I love how they're so organized with all my files when they returned it. Definitely recommend everyone go here :-) I'll definitely be back next year. read more

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2 years now Lisa and her entire staff have handled all my financial questions and needs. My business is doing amazing and having the right financial advice and support from My Personal CPA has been nothing short of an amazing experience. I can't begin to tell you how much I have saved and have also been educated on from this company. If your looking for the best CPA company in the entire state of Hawaii then here it is My Personal CPA. Thank you guys so much for everything you have done for me and my family. read more

Incompetent and shady. Any email I would get didn't even have the name and credentials of the person communicating to me. They over charged me and misled me on business tax for my Turo business. no refund offered. read more

I'm not sure what is happening with My Personal CPA but I would highly recommend NOT hiring them. After using their services for the past 3-4 years I have taken my business elsewhere due to their complete lack of communication, missed deadlines, botched interaction with the state tax office and overall zero customer service. Good luck getting anyone to take your call or return an email within 24 hours. Over the years the company has become quite "impersonal" and lacks all of the key qualities individuals and businesses require in an accounting / tax preparation firm. They were very good a few years ago but now... they are not worth the money by a long shot. Do your research and find a CPA that actually cares about their clients. read more

As a typical Millenium, I do not know how to do taxes. Whenever I look at the tax form, I am confused. I happened to stumble this place when I had a problem with financial aid at my college, and they helped me to their greatest extent. The entire process was made easy. You give them a call and you are given the option of in-person or online when dropping off paperwork. I prefer in-person, but they take care of the rest. There is no stress of doing the numbers and figure things out yourself. They are worth your money! My overall experience: It was the best decision I ever made choosing this place. I am extremely grateful to the staff who helped me out. read more

Yelp 365 Challenge x 2 #177/365 (The Adventures of Tax (Wo)man) Faster than Hawaii Traffic.. More powerful than the waves at Ala Moana... Able to prepare tax forms in quick flick of the wrist. Look up in the internet and/or on Yelp! Is it H & R Block? NO! Is it Liberty Tax Services? NO! Why...it's LSM Accounting Solutions! Yes, YES, YESSSS...they are quick AND accurate in preparing your taxes. How do I know that? I've been going to them since 2006 and my husband has been since 2004? 2005? Do you know why I have chosen them over H&R Block who used to do my taxes? Convenience, yelpies. It's ALL about convenience, accuracy and quick turnarounds when it comes to tax preparation for me! I can scan ALL my tax forms (W2's, charitable donations, itemized items, etc) to them to review and prepare OR if I'm not pressed for time, I can walk into their office (now located at the Filipino Community Center, Room 301 in Waipahu) and drop off my paperwork. The turnaround time has been amazing and this year...was FABULOSO because Ana was able to prepare me and my hubby's federal taxes today (Hawaii tax forms are not available until January 31) AND I submitted my forms Saturday afternoon expecting a call either Wednesday or Thursday! Along with their quick turnaround, they will also review everything with you to make sure that they haven't overlooked anything or that you haven't overlooked anything too. Seriously, if I could prepare my own taxes without fear that IRS will be breathing down my neck that I owe THEM a refund? I would. But, since I don't...in the words of Superman's radio show announcer... "This looks like a job for LSM Accounting Solutions!" Big mahalos to Ana and Lisa!!! Note: No bad feelings towards H&R Block or Liberty Taxes, I just had to use their names to create this review! #DontJudge #DontHate #HashtagsDontWorkOnYelp read more

I highly recommend My Personal CPA and Financial Planner for your business tax prep needs. I had my first appointment with Kenyata today. I went in nervous and expecting the worst; walked out reassured, relieved, and focused on the goals we set for our next meeting. I had a few questions jotted down but we didn't have to waste time on them. Kenyata anticipated the kinds of questions any new business owner would have and touched all the bases (and answered all my questions) during our conversation. That kind of insight comes with experience and expertise. I feel prepared for the upcoming tax season, and confident about my growing business thanks to My Personal CPA and Financial Planner. The fact that this is 1) a Christ-guided business, and 2) a Dave Ramsey Endorsed Local Provider makes this an even more preferred business/vendor for me. I hope you'll consider My Personal CPA and Financial Planner for your finance and accounting needs too. read more

Helu ekahi. Ua hoolohe me ka hoomanawanui i kou mau manao i pili i nā auhau pilikino a me no kau oihana liilii. Nā Kate i kōkua mai iā mākou. Aole oia i poho manawa. Oiai aohe au manawa e noho a hoopiha nā auhau iau iho, ua pono wale e hōuna i nā palapala a pēlā aku iā ia. Ua hoopau kākou i nā auhau ma ō o ka leka uila. A nāna i kōkua mai me nā kala hoihoi keu, i hoonui ia i ka mākou kāki kālā hoihoi (uihā!). read more

As a small business owner, I am super impressed with the support and attention to detail I get from Leona at My Personal CPA. I am extremely grateful to have had this relationship for the past three years. Mahalo! read more

Lisa has been helping me with my personal and business taxes since I've first started. She has given me great guidance in rule of TAX lol I wouldn't recommend anyone els but their team to handle the books! read more

Needed help doing our taxes because in 2017 we just bought our first house and installed solar panels. We didn't want to just do turbo tax and do it wrong. Didn't want to go to H&R block because someone told me they just use turbo tax too (I'm just saying what I heard, not confirming) Found My Personal CPA and Financial Planner on Yelp. Of course I look at the bad reviews first LOL. I decided to try and contact them through yelp. Let's just say, don't waste your time with that. CALL THEM! They are super easy to reach and were really friendly and informative. The thing I liked was that you can do a drop off or upload your documents online. It was hard not knowing how much it was going to cost doing our taxes because it all depends on what kind of documents you bring in. During tax season they are actually open on Saturday's which was convenient! We recently went in to get our information in regards to our completed tax returns. Marilou assisted us with doing our taxes and Kathy went over everything with us. We sat in their conference room and went over everything on their big screen T.V. I'm really thankful that Kathy helped us understand why we got back what we did and how the new tax reform will affect us. HOLY COW. I am glad we just didn't do turbo tax because we would probably suffer next tax season. Kathy gave us recommendations based off of our earnings and how we can cover ourselves just to ensure that we don't end up paying. Seriously, call them or go in and see them! If you're looking for somewhere to do your taxes or have some extra money to spend (I realize why people do turbo tax) I would definitely recommend getting your taxes done here! Especially with the new tax reform, you want to really understand how it affects you! read more

Over it! Something not forthright. I had an appointment, showed up on time was told "She's at the post office". After 15 minutes was told she has an "accounting emergency" at a farm on the windward side. Lame! I was ghosted. Was also told the the new tax laws is such that for 2018 there is no tax refunds but the refund is distributed in your income throughout the year, idk but very confusing and misinformative. She was great for the first two years, idk what happened. Now I have to find another more reliable and knowledgable accountant. Anyone know lmk. read more

In 2022 my tax preparation company sold her customer list to My Personal CPA and Financial Planner. I live on the Big Island, and had been using the totally incompetent Nina Hasler of Fiscal Fitness. Due to time constraints, I ended up with this company. Worst tax experience in 53 years of having my taxes done by "professionals". I had to hire another CPA to sort out the incompetent mess from this company. It is now March of 2023, and I'm still dealing with my 2021 tax mess. I have asked twice for my payment to be refunded considering the egregious errors on my returns, but no luck there. I asked for the OWNER of this company to contact me, twice. Of course she is not going to own up to what an incompetent company she owns. This company doesn't deserve even a one star rating. I'm presently filing complaints with the IRS and Hawaii State Tax Dept. read more

I move back to Hawaii in September. Due to me moving a lot in 2016 and 2017 I hadn't filed my 2016 taxes yet. My previous accountant had did federal tax extension for me in April because of my military status and moves. I'm a huge Dave Ramsey fan so when I found that this place was certified under him, I decided to try them out. They were able to get me in very fast sent Down looked over my books and was able to file me within 1 hour. They were very kind, fast, and professional. I had them file my 17 year old sons taxes too. Compared to my previous accountant that I used for past 10 years. Their prices were about the same and same great service as my other accountant. I will continue to use them to file the rest of my taxes while here in Hawaii. I have a complicated tax filing because I have a property that I rent, I receive retirement, and I'm self-employed. So they were great at handling the complexity of my situation. read more

Absolutely zero communication. They just simply don't respond to emails or phone calls from their clients. I don't know how places like this are still in business. Do your job properly or stop taking on new clients if you can't handle the workload. read more

We just can't say enough about Lisa Wells and her team of wonderful professionals at My Personal CPA and Financial Planner. They are very knowledgeable with the complex tax laws. My husband and I are so grateful for the tremendous advice and tax service provided us over the last three years. Mahalo Lisa! Call them, you won't be disappointed. read more

On a referral I went to this company 7 years ago. It has been the best business decision I have made. Lisa and her awesome TEAM has been a GOD send to me and my business. She went through my paperwork and made quite a few recommendations and changes. Lisa and her TEAM are very professional, personable, friendly, knowledgeable with the laws and so efficient. I have loved her and her TEAM ever since. read more

Kenyata and her team are the best! They have been nothing but supportive and accommodating to my ever changing accounting and tax needs. Their knowledge and understanding of Hawaii's complex tax code as well as the intricacies of running a small business are invaluable. I cannot recommend them enough! read more

Lisa and her company has a very helpful and friendly staff. Their new location is great and more convenient since I live in Kapolei.

Absolutely amazing. Took the time to take out books and give them a deep dive. Really let us know what we need to do to save money over all. They also taught my wife (and office manager) how to better use QuickBooks. Kenyata is a blessing to us and the community. read more

The yound lady who helped me was efficient and very friendly. She was very helpful and extremely knowledgable of the information at hand. I will definitely be using them again. My tax return with them was larger than normal and that was absolutely a bonus in my eyes. read more

I'm 60 years old and have had plenty different tax preparer's over the years. I've been using My Personal CPA since I discovered them about 15 years ago and have stuck with them. Great service and prompt preparation! Highly recommended!! read more

From the owner Kenyata McCoy to all the support staff they make you feel like a million dollars and a highly valued client. They go above and beyond to get all deductions available with an aloha spirit! They also take time to meet with you outside tax season and plan your year... read more