Terms of engagement
No account managers, no ticket queues. You call me. Here is how the practice works and what it costs.
The retainer
Most engagements are a fixed monthly retainer: books kept tax-ready, Hawaii GET filed on time, and one person who already knows your numbers when the tax question comes. Cleanup and complexity are quoted before any work begins.
- Monthly books: closed and tax-ready every month, from $300/mo. See plans & pricing →
- Hawaii GET: filed by the 20th, every period.
- Introductions: start with a free Books & GET Health Check. Thirty minutes, and a straight answer on whether the practice is a fit.
Tax preparation
Returns are prepared and filed under Tax Accountability Services, the tax practice of Sumile Advisory. Per-return pricing scales with when I receive the complete information I need to prepare your return: before March 1 qualifies for the early rate, and information received in March is billed at the standard rate.
Before Mar 1
$399
per return
Early. Complete info in before March begins.
Mar 1 – Mar 31
$499
per return
Standard. Anything complete and received in March.
On or after Apr 1
$599
per return
Extended. Return goes on extension; final filing by October.
All pricing inclusive of Hawaii General Excise Tax.
What's included
- Form 1040 (individual)
- Form 1120 (C corporation)
- Form 1065 (partnership)
- Form 1120-S (S corporation)
- Schedule C (sole prop / freelance)
- Schedule E (rental property)
A priced return means one Form 1040, 1120, 1065, or 1120-S, plus one state return of your choice. Multiple federal returns are billed separately at the rate for when complete information is received for each return. For example, a taxpayer filing both an individual Form 1040 and a corporate Form 1120 pays two times the applicable rate. These prices assume clean financials. If books or records need cleanup before a return can be filed, it falls under the retainer work above and is quoted up front, so April is never a surprise. Additional states or material complexity (multiple K-1s, several rental properties, foreign reporting, etc.) are quoted up front before any work begins.
Scoped work
By engagement
AI consulting for small-business workflows
Practical AI support for tax, bookkeeping, real estate, and small-business operations: workflow audits, prompt/process design, lightweight automations, and safe review loops. Pricing is TBD after a scoping phone call and a short trial period, so the engagement is priced against real scope rather than guesses.
Book a scoping call- Consulting: $120/hr. Strategy calls, K-1 review, complex situations, anything off-menu.
- Year-end tax planning: Quoted ahead of filing season.
- Hawaii-specific work: GET registration & quarterly filings, TAT for short-term rentals, real property tax positioning.
- Tax notice response: IRS, state, and Hawaii DOR correspondence.
If your situation isn't on the list, ask. I'd rather hear the question than assume I can't help.
Introductions
The practice serves a handful of Hawaii business owners and families. If that sounds like your situation, request an introduction any of these ways.