*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
585 Iao Valley Rd
Wailuku, Hawaii 96793
After our initial phone meeting with Mark we came away with a much clearer understanding of the path of choices we are now able to make. He was clear, easy to understand. What we most worry about is having someone talk to us over our head. You won't need to worry as he was kind and genuinely interested in helping you understand tax and even business solutions. He took the time to answer our questions and we never felt rushed and if we asked he would explain in depth. Thank you Mark from two souls on your
I booked a consultation with Mark and he was excellent. He offered me practical advice, explained everything in ways I could understand, and he was a pleasure to talk with. I have a slightly complicated tax situation, and I'd highly recommend him to anyone with the same. Thank you, Mark!
Tax time is stressful enough on it's own. After reading all the positive Google Reviews about Mark Lee, I set up an appointment (very easy on his website) to see if he could file our taxes this year. He was easy to talk to, he listened, answered all my questions, and got to work promptly! He did exactly what he promised and was very friendly & easy to work with. I am so relieved that I chose Mark Lee for this. I will continue to use his services in the future and highly recommend him if you are looking for
My experience with Mark was a pleasant one. He is a knowledgeable professional and has excellent people skills as well. He came in highly rated and his service did not disappoint. He saw me the same day and provided excellent service and advice! His turnaround time was fast and he answered questions promptly. I would highly recommend him to anyone looking for a competent, friendly, and competitively priced CPA. I?m grateful to have someone like him in town to help me with my finances!
More than any other CPA I know, Mark Lee has helped me understand intricacies of tax law and financial dynamics of current times. Mark has also demonstrated a personal interest in my overall welfare that transcends a business relationship. He has not only been of invaluable assistance to me regarding financial and tax considerations, he has provided comfort and reassurance along every step of the way. I recommend him enthusiastically for any tax preparation needs, large or small.
Mark Lee has been doing my taxes for a number of years now, and frankly, he's just hands down better than anyone I've used by a sizable margin. I have used roughly 7-8 other CPA's (small and large firms) over the years and while most of them were competent, there's a big difference between that and having a truly engaged CPA looking at my taxes. Beyond the fact that Mark is always actually engaged in the work (vs. a Tax mill type operation), he continues to be thoughtful about the best strategy for my taxe
We returned to Mark Lee to prepare our tax returns for 2018 because he was so helpful in straightening out a problem we had with our previous tax return. We were very pleased with how prompt he was in completing our returns. We recommended a good friend who also had high praise for Mark. It is a genuine pleasure to have someone we trust and can rely on. We have become loyal customers. Sincerely, Bill and Karen Warther
Mark Lee has been doing our taxes for over 20 years, in a fast , friendly and a straight forward professional manner that is hard to find these days. And he has managed to keep the IRS off my back as well ! We are very pleased with his services and will continue to use him.
Mark provided excellent tax guidance last year resulting in unexpected reductions in federal tax payments. I trust his judgment, he is always available when needed for a consult, and follows up in a timely fashion. I strongly recommend Mark for his CPA services and look forward to working with him in the coming years! Thank-you Mark.
Last year my taxes grew a little more complicated so I looked to switch from doing my own taxes to using a CPA. I wrote to 3 different CPAs I had been recommended. Mark was the first to respond and follow through with my inquiries and also offered a competitive rate. When it came time to filing my taxes, I really appreciated the ease of being able to upload all of my documents onto his secure web portal allowing me to do my taxes from home. He was quick to complete my filing and got me a competitive retur
Mark helped me set up my accounting system when I began practicing law in 2000. As a new (and very green) sole practitioner, his advice was invaluable. And he taught me how to (legally) get every deduction allowed. He has done my quarterly returns and end of year taxes since. I've never thought about changing CPAs (even though he is quite the world traveler-communication has never been an issue). Make the change to Mark, and you'll see why.
Mark Lee is very knowledgeable and has a great deal of tax experience. He is honest and will tell it to you straight, whether you want to hear it or not. Personally, I'd rather have the accurate information from a CPA than have wishy-washy advice that might get me in trouble later, and Mark will provide that. I have worked with him on multiple matters and he really knows what he's doing.
While it's sometimes difficult to get overly excited about tax preparation services, Mark Lee takes a dry topic and attacks it with the zeal he brings to everything in life. Best of all, he really listens. Some in the accounting world find an answer and spend the rest of the conversation defending the answer, telling you why nothing else will work. Mark comes up with an answer, and if he finds (by actually listening) that the data leading to that answer has changed, he turns around and finds the right ans
Mark Lee, CPA was able to cut through the slime left behind my previous accountant and focus my efforts with the IRS. His candor and knowledge helped to ease my anxiety level in dealing with my tax issues. I have had 3 tax accountants prior to using Mr. Lee, and I will continue to use him in the future. thanks Mark!
Mark is a lifesaver. He is not only professional, he makes taxes dare I say fun. He?ll walk you through any tax nightmare effortlessly. I walked in after a traumatic last experience and he put my tax ptsd to rest. Thank goodness for Mark. I?d recommend him without hesitation.
Mark is very knowledgeable about complicated tax issues and he is always very helpful. We will continue to use Mark's services for tax preparation and accounting advice. We feel like has saved us lots of money.
Mark Lee is an efficient, friendly tax consultant/CPA you can trust! He performs his work in a very timely fashion with the utmost integrity and attention to detail! I am one happy client!
Mark is an excellent CPA. He handles my complicated multi-state returns with professionalism, patience and is very responsive. I will continue to to use Mark for years to come. 5 stars.
When Mark Lee left Texas I was devastated. I had come to place my trust and faith in him as a tax and business adviser over a period of decades. Fortunately the same law is applicable to federal tax issues in Hawaii as in Texas. With current communication and document transmission capabilities I still have access to Mark Lee as an invaluable asset.
Everything went well during our meeting I was convinced he was the right person for the job. Sadly he might have been too busy as I left with my taxes unresolved and he had another client booked so I just left on the promise they would be done within a couple days. He got back to me in a few days and needed several things from me which I was happy to go and get to him. Long story short my taxes got rejected because he didn?t listen to me. I specifically told him I couldn?t claim a dependent because someone
I had such a bizarre experience this week with Mark. At first he was really funny and awesome and I thought I had found my lifetime tax guy. Until I filed an extension and made the "mistake" of asking him if the deadline was april 15. Of which I got the immediate response of "Dont you read your emails". I went back to check his last email and he had told me not to contact him until April 18. I?m a mom of three young children and am self employed, I have to admit sometimes I can miss these things. He then s
It's going to be hard to beat all these great reviews. Didn't read them all yet, but I don't think there's even one that's bad. Touch'e! New Category ( Best Review ). Couldn't believe this guy. Thought it was a typo! Mark really is open at 6:00 AM during the business week, unheard of on Maui or anywhere else. Oh I live in Kihei, lots of CPA's but not like Mark. He answers his e-mails and phone calls promptly. I messed up some forms for my business account that needed to be corrected by 12/31/19. 12/23/19 he
I have known Mark Lee CPA for twenty years . He is a extraordinarily professional with many years of experience. He seems to genuinely care about his clients and is the brightest CPA I have ever known. I highly recommend him.
Needing help and not knowing what to expect, Mark made me feel at ease and comfortable when discussing my situation. He's very knowledgeable, professional and down to earth. I would definitively recommend his services.
Mark has been a pleasure to work with for about a decade. This year he helped me fix my dads taxes after an Alzheimer?s diagnosis. I highly recommend him!!
Mark is always my first choice where projects that require detailed accounting are concerned. I value his sense of expertise in making things quite easy to understand. I highly recommend Mark Lee!!!
Mark is great so happy with his work, actually I?m hesitant to review as I am selfish and wouldn?t want him to get too busy ?? but really I?ve had such a great experience with Mark and look forward to working with him in the future. He helps us to sleep at night during tax season .
Mark is patient, thorough, and timely, and he has a great sense of humor. I trust Mark completely and do not hesitate in recommending his services.
He is excellent. Very organized, smart, and funny. He did payroll for a feature film we made and it wouldn't have been as smooth a shoot as it was if he hadn't handled the bookkeeping so well. I would recommend him to anyone. He is the best.
Mark Lee was everything that I was looking for and needed in a CPA. Aside from doing an excellent job helping me get current with my GET, (I was several years behind), the experience was so much fun that I am actually looking forward to the next time we need to meet. Mahalo nui, Mark, for coming to Maui and sharing your skills and aloha spirit with us. Aloha and a hui hou.
I love the saying about you will some day miss a filing year. I did and some how Mr. Lee got me a Monte Hall let's make a deal,deal with my favorite UNCLE, MR. SAM. He got me out of the IRS basement and it's working out just fine. Sure glad I din't go to one of those tax places that flag you down on the street corner dressed in a Lady Liberty costume. Thanks Mark.
Wow. I have worked with many accountants over the years as I moved state to state for jobs, and I can tell you this : he's highly professional, fun to work with, and charges reasonable rates. Who the heck knew accounting could be fun? Mark knew.
Prompt, detail oriented and delivered on time as promised. Mark is easy to work with and I've been very happy with his services, which I've used for several years.
Mark is not only one of the best in the tax game, but he is such a fantastic person who has had a great impact on my life. I couldn't be more grateful to count him as a dear friend.
Mark Lee is cautious, well schooled in tax law, and acquainted with the use of deductions when possible. He is very, very competent. J. Harris
Mark was expedient and professional and helped me get a bigger refund than I expected. Will definitely be hiring him again next year.
Mark is one of the smartest CPA?s with whom I have ever worked! He is ethical and honest; I highly recommend.
What a stud duck CPA! Here is a man with exhaustive knowledge of and encyclopedic command of the nuances of the Internal Revenue Code. Definitions that defy logic and self contradictory provisions of statutes and regulations are the everyday fare of this practitioner of the accounting arts. When placing your trust and compliance with the byzantine provisions of both Generally Accepted Accounting Practices and NON GAAP analyses and reporting you can have complete and unfettered confidence in the work prod
He lacked focus, submitted drafts to me with errors and was generally unprofessional. His business model is pay first. Then he controls the speed and quality of his work. Operates like a part-time job and his work shows that.
Mark is the best always friendly, funny, and honest with me. He always makes sure i get exactly what he promised me from the start. I wouldn't use anyone else.
Can?t thank you enough Mark! Look forward to working with you well into the future! Highly recommended, but we get him full time!??
Mark's professionalism and work is outstanding! He goes over and beyond to help his clients, he is awesome!
Mark is extremely knowledgeable in the area of tax, does excellent work and completes tasks expeditiously. Thanks, Mark!
Bob was definitely a tax expert!
Timely, efficient and thorough tax advice for many years. Thanks!
Mark makes taxes easy.
I couldn't ask for better!
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.