The person behind the practice
About Beau Sumile
Sumile Advisory is Beau Sumile’s Honolulu-based practice providing tax preparation and financial decision support for Hawaii families and rental real estate investors and operators.
Aloha. I’m Beau.
I work with families whose finances span more than one account: rental property, partnerships, debts, and responsibilities shared across generations. My role is to keep those pieces understandable and connected.
When you call, you speak with the person preparing your returns and keeping the picture current. I work from your records, explain the assumptions, and stay reachable when something changes.
Most of my practice starts with an introduction. If someone sent you my way, mention their name.
What I’m reading01 / The work
What Sumile Advisory does
Tax preparation and planning
Individual, rental-property, and partnership returns, with federal and Hawaii filings and general excise tax handled together. Multi-year planning puts this year’s decisions in the context of what comes next.
Explore tax preparation and planningHousehold financial snapshots
A working picture of net worth, cash flow, debts, and the tax outlook, built from your records. We review it together and refine it into a document you can share with the people who advise your family.
Explore household financial snapshotsFamily coordination
Coordination with the professionals your family already trusts, keeping everyone oriented to the same plan. Important documents stay connected to their history so the next generation can understand the decisions behind them.
Explore family coordination02 / Who I help
A practice for connected financial lives
- Hawaii families with rental property, partnerships, or shared family assets.
- Rental real estate investors and operators, including those living on the mainland with property in Hawaii.
- Families coordinating records, advisors, and decisions across generations.
03 / The approach
One person who knows the whole picture
Your point of contact is also the person doing the work. Tax preparation, the household picture, and coordination stay connected through the same conversation.
Documents first
I work from statements and records, not from memory or guesswork.
Estimates labeled
Estimates are labeled as estimates, along with what it would take to firm them up.
Decisions stay with you
Decisions stay with you and your advisors. I lay out the picture and the trade-offs. The call is yours.
04 / Working together
Begin with a conversation
1. Talk through the situation
Book a thirty-minute call with me. We discuss what your family owns, where it is, and what needs attention.
2. Agree on the work
We establish scope, fees, deadlines, and the records needed. Document exchange is arranged separately.
3. Review the picture together
I prepare the work from your documents, label estimates, and walk through the results with you. You can reach me directly by phone or email as questions come up.
05 / At a glance
Practice facts
- Practice
- Sumile Advisory
- Tax services
- Provided through Tax Accountability Services LLC
- Your contact
- Beau Sumile
- Based in
- Honolulu, Hawaii
- Focus
- Tax preparation, household financial snapshots, and family coordination
- Who I help
- Hawaii families and rental real estate investors and operators, including mainland owners of Hawaii rentals
- Pricing
- Tax pricing · Bookkeeping pricing. Other work is scoped separately.
- Engagement
- Scope, fees, deadlines, and responsibilities agreed separately. Terms of engagement.
- Communication
- 808-427-3896
beau@tas-hawaii.com - Website
- beausumile.com
06 / Before we talk
Frequently asked questions
What happens on the first call?
We spend thirty minutes talking about your family’s situation, what needs attention, and whether the practice is a fit. You do not need to prepare documents for that conversation.
What should I prepare before work begins?
After the first conversation, we agree on the scope and records needed, which may include statements, prior returns, and property or debt records. Document exchange is arranged separately; please keep sensitive records out of booking notes and ordinary email inquiries.
Can you work with me if I live outside Hawaii?
Yes. The practice also works with mainland owners of Hawaii rental real estate. We discuss your properties, circumstances, and filing needs on the first call to establish the right scope.
How are fees and deadlines determined?
Published tax and bookkeeping pricing provides a starting point. Scope, fees, deadlines, and responsibilities are agreed separately before client work begins; booking a call does not establish an engagement.
Do you sell investments or manage a portfolio?
No. I provide tax preparation and financial decision support, and coordinate with the advisors you choose. Investment decisions stay with you and your advisors.
Tell me what needs attention.
Book a 30-minute callPlease book at least 24 hours ahead. For urgent matters, call 808-427-3896 or email beau@tas-hawaii.com.