98-200 Kamehameha Hwy #306, Aiea, HI 96701 | (808) 487-3005 | reyn@wicklundcpa.com
Pricing & Services
Personalized tax preparation quotes and year-round advisory plans for individuals, trusts, and businesses across Hawai'i.
Year-Round Advisory Plans
Choose Your Advisory Plan
Year-round tax planning and financial guidance. Not just once-a-year tax prep.
Essential
Individual Simple
$225/mo
Billed monthly. Annual discount available.
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✓ Individual tax return (1040)
✓ 2 advisory meetings per year
✓ 4 quarterly financial reports
✓ Estimated tax setup & monitoring
✓ Year-end tax summary letter
✓ Tax law change alerts
✓ Team email access year-round
Best for:
W-2 earners, simple investments, single property
Professional
Individual Complex
$300/mo
Billed monthly. Annual discount available.
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✓ Everything in Essential
✓ Complex return (Sch C, E, K-1s, multi-state)
✓ Hawaii GE tax filing
✓ Rental property analysis
✓ Stock option / RSU planning
✓ Annual net worth statement
✓ Prior year vs. current year comparison
Best for:
Multiple income sources, rentals, stock comp, multi-state
Business
Business + Individual
$500/mo
Billed monthly. Annual discount available.
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✓ Everything in Professional
✓ Business return (1120S, 1065, 1120)
✓ Hawaii GE tax filing
✓ P&L review at each meeting
✓ Entity structure optimization
✓ Reasonable comp analysis
✓ Annual net worth statement
Best for:
Business owners, S-corps, partnerships, multi-entity
Plan Details: All plans include up to 2 additional strategy calls per year. Additional consultations at $300/hr. Billed monthly via autopay. 10% discount for annual payment. Annual commitment with 30-day written cancellation notice.
Tax + Financial Planning Under One Roof
Clients who work with us on both tax advisory and investment management may be eligible for preferred pricing.
Optional Add-ons
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Bookkeeping & Payroll
Monthly bookkeeping and payroll processing.
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Investment Management
Integrated investment advisory with tax planning.
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Estate Planning
Coordinate with your attorney on estate strategy.
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Virtual CFO
Enhanced advisory with financial analysis.
