Services
Three ways I help. Each one plain-language and built around your documents, not a sales pitch.
Tax Accountability Services LLC
Tax preparation and planning
Individual and rental-property returns, federal and Hawaii, including Hawaii general excise tax. I also do multi-year tax planning: looking a few years ahead so this year’s choices do not become next year’s surprises. Prepared start to finish by the person you actually talk to.
Terms of engagement→Sumile Advisory
Household financial snapshot
One clear picture of your family’s finances. Net worth. Where the money goes each month. Your tax outlook. Every debt, with the honest cost of each payoff option laid out side by side. I build the snapshot for a working meeting, we walk through it together, and it is refined into a final plan you can hand to anyone who advises you. I do not sell investments or manage them. Decisions stay with you.
Family coordination
For families who want their kids and grandkids to have someone to call. I coordinate the professionals your family already trusts (CPA, attorney, banker) and keep every generation oriented to the same plan, in plain language. I also house the documents that matter, along with the history and context behind them, so the next generation understands the legacy being built for them. I do not replace your advisors. My job is to keep the plan understandable to everyone it touches.
Tools I build
When off-the-shelf software doesn’t fit a family’s situation, I build what’s missing. Each of these started as a real need inside this practice.
How I work
- Documents first. I work from statements and records, not from memory or guesswork.
- Estimates are labeled as estimates, along with what it would take to firm them up.
- Decisions stay with you and your advisors. I lay out the picture and the trade-offs. The call is yours.