PETER - IRS Enrolled Agent (EA) / Income Tax Specialist
Bachelor’s Degree in Business Administration with focus on Accounting — University of Hawaii 2014.
Relevant Courses: Financial, Managerial, Government, and Advanced Accounting, Business Finance, Business Management, Marketing, Strategic Planning, Federal Individual Taxation, Corporate, and Partnership Tax.
Associates Degree in Liberal Arts — Leeward Community College 2011 .
Relevant Courses: Accounting, Information Computer Science, Quick Books, Excise Tax, Micro and Macro Economics, Business Writing, and Communications.
Other— VITA Quality Reviewer Advanced Tax Certification. Jackson Hewitt Basic and Advance Tax Courses. Experience in Tax & Accounting since 2010.
YOUR HAWAII ACCOUNTANTS
With every great business there is a team of accountants that helps to make the business great! That team consists of various members that specialize in income tax preparation, payroll processing, bookkeeping, business advising for someone to talk to when you don't know what to do, etc. A team of accountants whose goals are to help you reach your business and/or personal goals.
That is exactly who we are and what you'll get when you partner up with us. We are that group of accountants working closely together to make up your very own Personal Accountant! All of your accounts are REAL PEOPLE, born and/or raised in Hawaii. We don't outsource our services overseas; so your data is safe with us. Supporting American-made service, and local services since 2002.
Call us at (808) 674-0700 to hire us as your personal accountant!
KATE - Accountant, Team Leader & Tax Preparer
Bachelor’s Degree in Business Administration with focus on Accounting— University of Hawaii 2015
Relevant Courses— Intermediate Financial and Managerial Accounting, Federal Individual Income Taxation, Accounting Information Systems, Auditing, Micro and Macro Economics, Business Communication (Business Writing)
Work Experience— Income tax preparation, 2 years in administrative office, and 1 year in retail industry
Other— office operations, data entry, and customer service
KU'ULEI - Payroll Specialist / Tax Preparer
Accounting & Business Related Course Study– 2010 LSM Tax Course, 2012 Payroll Law Course, Fast Forward Academy IRS Tax Preparer Course, Intuit Academy Payroll Course.
Work Experience: 20 + years working experience in Administration and Office management within the Travel, Health and Business industries. Skills include customer service, programming and data entry for travel related booking engines, inventory & quality control, payroll reports, employee training & office operations, statistical reports, accounts payable/accounts receivable and general accounting/bookkeeping
KIRA - Accountant & Tax Preparer
Bachelor’s Degree in Business Administration – University of Hawaii 2017. Relevant Courses: Business and personal tax preparation, Business Finance: asset management, capital budgeting, capital structure, and dividend policy. International business, Strategic Management & Entrepreneurship
Work Experience: 10+ years in Office management, bookkeeping, & customer service | HR management & Payroll 5+ years | Worked at a CPA office as an accounting assistant | Accounting assistant for global company
Other: Proficient in QB desktop & online, Timberline, Peachtree, Microsoft office & MS Access, SAP Crystal Reports, and Business Objects
TAMARA - Admin Assistant & Tax Preparer
Work Experience — 2 year in an administrative office, 6 years in the retail industry + clerical duties, 1 year food service
Skills — Clear communication, reading comprehension, time management, critical thinking, problem solving, organization, typing
Other — Office operations, customer service, ADP & CDK program experience
LEONA - VP, Accountant & Business Specialist
Master's of Science & Accounting Specializing in Corporate Income Taxation — Strayer University 2008
(w/Distinction) Bachelor’s of Arts in Business Administration & Accounting Degree with Focus on Accounting & Taxation — University of Hawaii 2004. Relevant Courses: Financial, Managerial, and Advanced Accounting, Micro and Macro Economics, Marketing and Consumer Behavior, Tax Concepts, Corporate Tax and Global Management.
(w/Honors) Associates Degree in Liberal Arts — University of Hawaii 2002
Relevant Courses: Accounting, Information Computer Science, Business Writing, and Communications.
Other—H&R Block Basic, Intermediate, and Advanced Tax Courses, Experience in Tax & Accounting.
IOLANI - Administrator / Secretary-Treasurer
Accounting & Business Related Course Study— Leeward Community College 3 years Office Administrative Technology Program.
Relevant courses: Office Management, Accounting, Business Math, Computers, Economics, & Administrative courses. Quickbooks Proadvisor Courses since 2011.
Manager & Partner— Tropical Builders Inc. 5 + years working experience in Accounting & Office Management, Bookkeeping, Quickbooks, Tax Filing, Payroll, Estimates, Insurance, Plans, Permits, Associations, Union Benefits and Contracts.
Other— St. Francis West Hospital – 14 years working experience in medical transcription, customer service, and patient care. Certified in Medical Terminology/CPR/First Aid & Hawaii State CNA. Notary Public since 2016.
ANNE - Junior Accountant & Tax Preparer
Bachelor's Degree in Business Administration - University of Applied Sciences Wuerzburg, Germany with key aspects controlling and taxes.
Work experience - 7+ years experience of Executive Assistant, accounting and finance in Germany. 1+ years experience as Junior Accountant in Hawaii
Other - Commercial Apprenticeship as Assistant Tax Consultant in Gunzenhausen, Germany. Jackson Hewitt basic tax course.
ARAN - Accountant, Team Leader & Tax Preparer
Bachelor’s Degree in Business Administration with focus on Accounting— University of Hawaii 2011
Relevant Courses: Intermediate Financial Accounting I & II Management Accounting, Accounting Information Systems Auditing, Federal Individual Income Taxation, Principles of Marketing, Economic & Financial Environment of Global Business, Global Management & Organizational Behavior, International Business Finance, and Strategic Management.
Associates Degree in Liberal Arts— Honolulu Community College 2009. Relevant Courses: Financial Accounting, Managerial Accounting, Information Computer Science, Business Writing and Communications, Micro and Macro Economics.
Work Experience: 6 years of Management experience in Fast Food Restaurant 2 years total of Accounts Receivable, Accounts Payable, and Cash Management experience 1 year total of banking experience.
CHELSEA - Junior Accountant / Tax Preparer
Accounting & Business Related Course Study - Leeward & Kapiolani Community College 2 years Accounting Program. Quickbooks Online Certifications, LSM Accounting & Tax Course Study
Relevant Courses - Principles of Business, Intro to Financial Accounting, Intro to Managerial Accounting, Business Math, Payroll and Hawaii General Excise Taxes, Individual Income Tax Preparation, Business Income Tax Preparation, Career & Customer Service Skills
Work Experience - 10+ years working in the customer service industry, 5+ years working experience in administration & office management within the hospitality & tourism industries
KELSIE - Junior Accountant & Tax Preparer
Bachelor's Degree in Business Administration with focus on Accounting - University of Hawaii 2016
Relevant Courses - Intermediate Financial and Managerial Accounting, Accounting
Information Systems, Micro and Macro Economics, Auditing, Business Finance, Business Management, Marketing, Governmental Accounting
Work Experience - 2 years in retail industry
LISA - CEO, EA, & Business Specialist
Bachelor’s Degree in Business Administration, with Focus on Accounting & Taxation — University of Hawaii 2004. Relevant Courses: Financial, Managerial, and Advanced Accounting, Micro and Macro Economics, Marketing and Consumer Behavior, Tax Concepts, Corporate Tax and Global Management.
Associates Degree in Liberal Arts — University of Hawaii 2002. Relevant Courses: Accounting, Information Computer Science, Business Writing, and Communications.
Other—H&R Block Basic, Intermediate, and Advanced Tax Courses, Investment Securities Series 6 & 63 licenses previously held in 2002, Certified Quickbooks Pro-Advisor since 2004, Notary Public since 2000. Experience in Tax & Accounting, Financial Services, and insurance since 1998. IRS Enrolled Agent (EA).