Tax Services

• Tax Compliance and Consulting Services
• State and Local Tax Consulting
• Research and Development Credit Studies
• Personal Financial Services
• Expatriate Services
• Corporate Tax Outsourcing

Selecting an appropriate tax and business advisor can be one of the most important decisions that a company can make.

Tax Compliance and Consulting Services

Our tax services specialists have many years of experience in devising and implementing aggressive tax and business planning strategies that can make a significant impact on your business’s bottom line.  Our tax team is comprised of professionals who specialize in every aspect of federal, state, local, and foreign tax law. They work year-round with our clients — keeping them informed of changes in tax laws and suggesting value-added tax and business planning strategies. 

In addition to traditional compliance, tax planning, and consulting services, our tax professionals provide services in a wide range of specialty areas — high technology tax services (including research and development tax credit studies), personal financial services, expatriate services, and state and local tax consulting, among others.  Our breadth and depth of expertise enable us to provide you with comprehensive and creative solutions on a timely basis.

State and Local Tax Consulting

Our state and local tax consulting professionals coordinate planning for state and local tax minimization. 

Through our diagnostic review process, we can help you identify tax savings, explain new tax provisions, and increase your awareness of potential exposure issues. We can then help you identify and implement strategies to reduce your state and local taxes. 

Our ruling request service offers assurance that your planned tax strategies are in compliance with tax laws.  Our audit defense service includes representation before the State of Hawaii Department of Taxation and other Hawaii regulatory agencies, as well as consulting advice.

Research and Development Credit Studies

We are the only professional services firm in Hawaii providing the specialized resources needed to assist clients with high technology tax initiatives and research and development tax issues.

Our team of experienced professionals brings an unparalleled level of expertise to assist your company in identifying qualifying activities, quantifying the maximum amount of defendable credits, and advising you on the most advantageous positions.

Personal Financial Services

Our personal financial services advisors have the knowledge and experience to guide clients through the formidable challenges of financial planning today.

We assist individuals in identifying financial and estate planning goals, developing and implementing innovative planning strategies, and monitoring the effectiveness of those strategies in achieving overall goals.  We also provide assistance with family business succession planning.  

Expatriate Services

Our expatriate services practice provides cross-border financial services for:

U.S. Services to Americans Abroad
We offer personal tax compliance and planning services to U.S. citizens located abroad. Our services are provided either individually, or through corporate executive programs.

U.S. Services to Overseas Clients Located in the U.S.
Our services in this area address the specific personal tax, estate, financial planning, and investment consulting needs of expatriate clients who reside in the U.S. or have assets located in the U.S.

International Services to U.S. Corporate Clients
Our international services bring to bear the services of our global network for U.S. Corporate clients operating overseas.  Our focus is on asset protection planning, and the investment, tax, and estate planning aspects of the ownership of assets in foreign jurisdictions.

Corporate Tax Outsourcing

Outsourcing the corporate tax function allows companies to focus on their core competencies, and to take advantage of our in-depth knowledge of many corporate tax-related issues.

Our tax professionals typically access data from a shared database and integrate the necessary compliance functions with our reporting systems.