Most people have had the experience: you drop off your tax documents, the return gets filed, and weeks later an invoice arrives for an amount nobody mentioned. Worse, hourly billing makes clients hesitate to ask questions, because every phone call costs money. That's backwards. The questions are often where the savings are.

At Kōkua Financial, every tax return and every planning engagement has a fixed price, quoted in writing before we start.

How the quote works

  1. Send us last year's return. Your prior-year federal and Hawaiʻi returns tell us most of what we need to know. Add a short note about what changed this year: a new rental, a sale, a new business, a move.
  2. Get a written, fixed price. The quote says exactly what's included: preparation of your federal and Hawaiʻi returns, CPA review, electronic filing, and a walk-through with you before anything is filed.
  3. That's the price. If something new turns up that wasn't in the quote, such as another state return or a business we didn't know about, we tell you and agree on it before doing the extra work.

What we prepare

  • Small business returns: sole proprietors (Schedule C), partnerships and LLCs, S corporations and C corporations.
  • Individual returns: including rental properties, investments, retirement income and self-employment.
  • Tax planning: year-end planning, quarterly estimated payments, choosing the right entity and retirement contributions.

What drives the price

The fee reflects the work your return actually takes: the type of entity, how many rental properties or K-1s you have, whether you file in more than one state, and whether your books are already in order. Monthly bookkeeping clients get their business returns done faster, because the books are finished at year end.

Key dates for calendar-year filers

  • March 15: federal partnership and S corporation returns.
  • April 15: federal individual and C corporation returns.
  • April 20: Hawaiʻi individual income tax returns.

Dates that fall on a weekend or holiday move to the next business day, and extensions are available.

Get a quote

Book a free 30-minute call or send us a note, and we'll send a secure link for your prior-year return.