Burrill CPA, Tax & Accounting

Burrill CPA, Tax & Accounting

Reviews Summary

The majority of reviews praise the team's professionalism, knowledge, and exceptional customer service, particularly for small business accounting and tax needs. Many highlight timely, efficient work and transformative financial guidance. Staff members are frequently described as friendly, patient, and highly competent, with specific appreciation for handling complex cases. However, a few negative reviews cite poor communication, unresponsiveness, and inadequate handling of intricate business tax scenarios. Overall, the firm is highly regarded for its expertise and supportive approach, though occasional service gaps are noted.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
Real Estate
QuickBooks
State-Specific Experience
Local Tax Credits

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
Real Estate
QuickBooks
State-Specific Experience
Local Tax Credits

Contact Information

Address

75-1000 Henry St #203

Kailua-Kona, Hawaii 96740

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

Their team demonstrates a high level of professionalism & knowledge in handling taxes and payroll. Hands down the best CPA, & Accounting firm in West Hawaii.

We've been using Burrill CPA for our small business taxes and payroll services for several years now, and we couldn't be happier with their services. Their team consistently demonstrates a high level of professionalism and efficiency in handling our tax and payroll needs. One of the things we appreciate most about Burrill CPA is their ability to get necessary tasks completed in a timely manner. They understand the importance of deadlines and always ensure our filings are submitted promptly. At the same tim

Jacob and his team have been invaluable to our business. This year we transitioned accounting systems, and the process was seamless. Hannah was patience, professional and well-versed with the intricacies of QuickBooks. She setup our new accounting system, helped streamline processes and guided me through learning QuickBooks. We met monthly on site to train/help answer questions. I'm thrilled with how easy the process was and thankful to have such an incredible team supporting my business.

Jacob has a style that is different than my past experiences with accountants. He is genuinely interested in what my business is about and takes an active role in helping us grow. He provides a lot of value for what he charges. I haven't worked directly with other members of his team, but they also seem very competent. I recommend them to anyone I meet that needs accounting services.

I had an excellent accounting experience with Jacob and I wanted to share it with my friends, family and the community. He has done my family's personal taxes for 4 years and has consistently provided 5 star service. Now we just started a new business and Jacob has been invaluable in helping us set up our business financial structure and he proactively provided so much vital information that we didn't even consider. I value his services and I highly recommend him as a CPA

Burrill CPA takes care of all of our small business and personal accounting needs. Their team is easy to get in contact with, extremely knowledgeable, and capable of taking care of many different aspects of accounting. Jacob helped us with all our accounting and bookkeeping needs while we planned, and then built our business, and his office has maintained that same level of service and care through the last few years. While COVID threw our business into volatile times, Burrill CPA helped us maintain budgeti

If you are looking for a team of professionals to take a load off you, so you can focus on growing your business, Jacob Burrill, CPA, Inc. is the place to go. I was buried in all the actions required to purchase a business and transfer ownership. Jacob and his team guided me through this efficiently, and professionally. Further, they have continued to provide excellent customer service with respect to all my monthly, quarterly and yearly tax needs. A special shout out to Krystel Carmelo Archibald for he

I started my own business September of 2019. Jacob was huge in getting me started in the right direction. He made sure my accounting will be up in good standing from the beginning. Making the tax filing easier for him and I. They also do my book keeping and I work directly with Krystel Carmelo Archibald. She made so many different tasks I thought were going to be so hard, very easy. She's able to explain account terms in a manner I can understand because I've never done anything in accounting, payroll, ect.

As a new business owner in Kona, I was eager to find a reliable CPA firm to help me manage my taxes and accounting. I had high hopes when I contacted Burrill CPA, but my experience has been nothing short of frustrating and disappointing. My initial contact took almost two weeks, with the front desk apparently missing my message. Even though options are limited on Big Island, I was still willing to give them a chance. I was promised we would begin working together at the start of the year, but no one ever r

I was in need of a rather complicated accounting for an upcoming court hearing and was running out of time when I came across Jacob Burrill?s firm. I was greeted by Sophorn Clark, possibly the friendliest most helpful receptionist that I?ve had the pleasure of meeting. Sophorn?s positive attitude and professionalism made it clear that I?d come to the right place. She introduced me to Jacob who took the bull by the horns, rallying his staff to produce the accounting that I needed in record time. It is so ref

Jacob exceeded my expectations. His professionalism, care, and inspiration have helped transform the way I think about my finances. Meeting with him was not only helpful for tax prep, but was also thoroughly transformative. He inspired me to set new goals and reach them. Jacob cares about his clients as people, and his insights and help are invaluable. I can't recommend his services highly enough.

Being a business owner, It?s extremely important to find a CPA you can trust and who is as enthusiastic about your business as you are. I couldn?t be happier with Jacob?s work and I feel very grateful to have found him. If you?re looking for great CPA, you should definitely consider Jacob.

Jacob and his team are top notch professionals hands down! We have rental properties and a trucking business and have worked with a couple CPA?s prior. None of which had the wealth of knowledge as Jacob and his team. We came to Jacob?s team feeling stressed, unorganized, and at our ends wit. They helped us get our personal taxes, business taxes, and book keeping all in order and back on track in no time! They did it all with a smile, professionally, and with exceptionally caring hearts. It was the biggest e

Jacob has helped me correct some tax problems I've had over the past couple of years. He has always been upfront, professional,and more knowledgeable than I ever expected. he has a great team that will guide you in the right direction no matter what your accounting challenges may hold! Thanks for everything!

Mr. Burrill is a straightforward guy with a heart of gold. I came to his firm as the president of the Kealakehe elementary PTO. We needed some serious help and Jacob was willing to take us on last minute and help us out. His communication is excellent and his staff is very professional. I would give him more than 5 stars if I could!

I recently started a new business and quickly realized that book keeping and accounting is NOT my strenght. The team at Burrill CPA Tax & Accounting is great, especially Krystel Carmelo Archibal. I work with her directly, She's very professional, always ther for advise and guidance. Truly amazing to work with.

The team at Burrill CPA are on top of things, and always available to answer questions in a timely manner. As a small business owner, tax time can be daunting. They make the process stress free and I know everything will be done correctly.

Sophorn, office administrator, was always welcoming and informative. She went out of her way several times and her energy and friendlness is appreciated. We have been connected for almost a year. Just met Alex who actually took my mess and made it happen. Great outcome!! Mahalo

Jacob's patience and intelligence gives him a five star rating from me. If you want a youthful and educated person to look out for your financial future, this is the guy! Book an appointment with him and make him your CPA today!

I have a variety of business interests , that have started to get very complicated, 2 sub S corps, 2 llc partnerships , a charitable remainder trust, 4 vacation rental homes, and some other business things that had started to make life more complicated. Compounded on top of that was a couple of temp bookeepers who messed things up even more . Jacob has done a great job getting things back in order. I would recommend him highly.

It?s been a great experience for the past few years with Jacob as my accountant. Recently Krystel was awesome in helping get my small business grant applied and approved. Highly recommended.

Mahalo Nui to the OHANA at Burrill CPA, Tax & Accounting, Everyone is so welcoming and full of knowledge that far exceeded my expectations! I want to send a extra huge mahalo Krystel Archibald for her patience in explaining everything to me In way I can understand. She has been such a amazing help to my business and I HIGHLY recommend her and her Team.

This firm might be OK for you if your taxes consist of vanilla credits and deductions. Beyond this, beware, especially if you have a business. This firm failed to grasp most of the less than intricate details on business tax law.

They never got back to me when I emailed them. So after a week, I called them and talked to someone about my taxes. She said that someone would be getting back to me. That was over a month ago. They were extremely highly rated on Google, so I thought that I would at least get a call back. Very unfortunate.

Jacob and his team are amazing! Super helpful and took care of all my needs.

He answered all our questions. Did though research to be sure he was correct. Was reasonably priced. Very personable. We would highly recommend him.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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