Met with Dillon to help with my upcoming taxes. He was very patient, knowledgeable, and helpful…read more Taxes and finances need to be done with someone you trust - I highly recommend Wayfinder and Dillon.

Dillon was truly amazing and helpful. Communicates extremely well, honest and follows through. I'd…read morerecommend him to anyone.

The man who did my taxes last year was friendly enough and was able to accommodate me during "rush…read morehour" time, but he made a major error on something so small: My name and address! This totally screwed up my FAFSA application (as I couldn't do the data retrieval because I didn't know he spelled my name and address wrong) so I had to go through the hassle of finding my copy, trying to call financial aid--its just a simple mess. And yes, as a tax payer, I should have checked and double checked his work, but as a full-time worker and student, I was in a mad rush to get things done and didn't expect an error on something simple like my address, more or less my name.

Dana did my taxes this year and he will never do them again…read more I contacted him in early March based on the one Yelp review from Stanislava K. I trusted fellow Yelper and figured I'd give Dana a try because he was nice enough on the phone and seemed to understand exactly what I was asking of him. He gave me a rate that I felt couldn't be beat for someone like myself who didn't have millions of dollars for someone to work through. Anyways, after my first phone call with Dana I was feeling pretty good. Seeing as I was desperate to find someone who would treat me well, be through, and helpful, I was looking forward to meeting with Dana. Dana's upfront, initial cost to file Federal and State taxes was $175.00. Not bad. He was kind of odd and with every detailed or concerned question came laughter from him. Despite the questions seeming odd to him, he was quick at his work and ended up getting me a return for my Federal taxes. As a small business owner, I know that it is important to be honest and have good values. It's important to conduct transparent business and be thorough every step of the way. Step one made me believe Dana was useful for SOMETHING. Turns out he's not. . It's been over 2 months and I haven't seen my return in the mail. In addition, the IRS can't find any of my tax filing/ docs in their system and the State Dept of Hawaii has sent me notices about owing money. Now here I am chasing my tail and teaching my self tax accounting 101. I'm beyond angry and this Yelp review doesn't even say it all or cover it all. Communication with Dana is unclear and he is VERY good at twisting your words and understanding to make you look like the fool and culprit. Watch out. Stay away. Oh, and the kicker, Stanislava K. is his wife! She does the bookkeeping. Her Yelp review doesn't count! Unfreakingbelievable.

From the owner: Aloha, I hope…read morethat you, your family, your friends, and your business are all doing well, but if you need some help, maybe I can be of service. I am a full service Professional Accountant.  I personally do Accounting, Auditing, Payroll, Taxes, etc. and I take the stress out of running the accounting side of a business for small to medium sized companies, as well as for families and individuals. Mahalo, Dana

Mark Matsuo was excellent. Mark was extremely knowledgeable and helpful regarding my tax situation…read more I would highly recommend his services to others.

I am so disappointed I feel like I should share my experience so others don't go through the same…read morestress working with this business. I reached out to schedule an appointment with Mark using his online scheduling portal because I was starting a small LLC at the middle to end of last year and needed help. He called me promptly at the scheduled time and had helpful advice so I let him know I would like to work together and that I would like to hire him to do my business/personal taxes. He sent me a link to establish my account in the client portal and I started to upload my documents. 1. Red flag number one. He told me that I need to file my GE tax in December and all I needed to do was to email his staff and they would take care of it. Sounded easy enough. The time comes and I email his staff with Mark cc'd well before the deadline. I never received any reply or confirmation. I gave them the benefit of the doubt that they may be busy, so I waited a few days and then scheduled another phone appointment. Again, he called promptly, but did not have an explanation why my email was ignored. However, he was kind enough to file the taxes right on the phone. I thought all was well and taken care of. 2. Ref flag number two. I did have some questions about my business that he said he didn't know the answer to and recommended I ask other CPAs or HR Block for confirmation. That's reasonable and I appreciate the honesty in his response, however, I asked him how he would like me to close the loop and he said to email him. So I spent weeks seeking out other tax professional advice to make sure things will be filed correctly and I emailed him a few times with my findings to make sure we were on the same page and again, never received a reply so I eventually scheduled a phone appointment. 3. Red flag number three I had made a few separate phone appointments with him the rest of the year to make sure things were on track for taxes and I mentioned each time in the appointment scheduling that is what my visit was for. On several of those meetings, he called mostly on time but was met with the response "oh I guess I should have looked at your files ahead of time" which made me feel uncomfortable that he was not clear what was going on with my situation. He confirmed at the phone appointment he would be doing my taxes and I made sure to have everything uploaded promptly early 2024 well before the deadline. I emailed him again in January to make sure things were in order. This time I finally received a reply, but he made a mention about S Corp filing deadline that does not apply to my situation and really made me feel uneasy. He then stated that they were working on the taxes and that sometimes it takes a while so it's good I submitted everything early. He said not to worry and they would email me when everything was done. 4. Red flag number four I was planning to travel in March and so I scheduled one last phone appointment at the end of February to have him go through everything. Again, he made a comment on the phone that he had not looked at my documents and so most of the meeting was him going through what I had uploaded. He said everything seemed to be there. Looking back, he never asked me in detail about my business office or phone line or anything that could count as a deduction and because I was just starting out I honestly didn't even know about those things. I asked him to provide a specific timeline about my taxes and when I could expect them to be done and how he expect payment. He said they should be done the last week of March and that he will send an email when they are done to be picked up or a copy will be available on the portal. I asked him how I should follow up in case I don't receive a reply because at this point his phone appointments were completely booked through the end of April. He said, again, to email him. 5. Red flag number five Not unexpectedly, I did not receive any communication from his office at the end of March. I waited a few days out of courtesy and then emailed him asking for an update. To which I never received a reply. And still haven't. I ended up asking another company frantically to help me with my taxes to meet the deadline. I have always paid my taxes on time and this was a huge source of stress. The lack of communication is extremely frustrating and unprofessional. As a new business owner without prior experience with tax law, it's so important to have a reliable CPA. I felt that I did everything I could to be communicative and proactive but was met with poor to no responses, vague answers and no results. He never discussed clear timelines or expectations. Had I just left him at his word that things would be done, my taxes would never have been filed and I would have been hit with penalties. It's a shame because he is a nice guy, but I found this unacceptable.