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Waikoloa
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Waikoloa
Showing 1 to 5 of 5 CPAs in Waikoloa, Hawaii
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Daniel J. Petrill
Certified Public Accountant
Verified Licensed
Location Waikoloa, Hawaii 96738
Daniel J. Petrill is a certified public accountant based in Waikoloa, Hawaii. With over 15 years of experience in public accounting, he specializes in general accounting and advisory services, tax planning and consulting, and retirement account tax reporting. His expertise includes providing financial planning and tax compliance services to individuals, families, small and medium-sized businesses, and various business structures, such as S-Corps, partnerships, and LLCs. As a seasoned practitioner, he prepares individual and business tax returns, ensuring accurate and timely submissions to the relevant authorities.
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Andrea S. Trenner
Certified Public Accountant
Verified Licensed
Location Waikoloa, Hawaii 96738
Based in Waikoloa, Hawaii, Andrea S. Trenner provides accounting services to small and medium-sized businesses, including those with S-Corps, partnerships, and LLCs. With over 12 years of experience, she specializes in basic accounting services, tax compliance, and small business accounting, helping clients navigate complex financial regulations and optimize their operations. Her expertise in payroll processing and compliance ensures accurate and timely payments to employees. She also provides general accounting and advisory services, guiding clients through financial planning, budgeting, and financial reporting.
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Mary C. Kelso
Certified Public Accountant
Verified Licensed
Location Waikoloa, Hawaii 96738
Mary C. Kelso, a certified public accountant (CPA) based in Waikoloa, Hawaii, offers tax and accounting services to individuals and businesses. With over 10 years of experience, Kelso specializes in providing basic accounting services, small business accounting, and business tax services to various business structures, including S-Corps, partnerships, and LLCs. Kelso's expertise also extends to individual and family tax return preparation, as well as bookkeeping and financial statement compilation services.
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Margaret E. Rowan
Certified Public Accountant
Verified Licensed
Location Waikoloa, Hawaii 96738
Margaret E. Rowan is a certified public accountant based in Waikoloa, Hawaii, with extensive experience serving the financial needs of small and medium-sized businesses and various business structures, including S-Corps, partnerships, and LLCs. As a seasoned tax professional, she offers tax planning and consulting services, ensuring individuals and businesses comply with tax regulations and minimize their tax liabilities. With a focus on basic accounting services, tax compliance, and individual tax services, Rowan provides payroll processing and compliance support, helping clients navigate complex financial issues with precision and care.
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James M. Donovan
Certified Public Accountant
Verified Licensed
Location Waikoloa, Hawaii 96738
Based in Waikoloa, Hawaii, James M. Donovan is a seasoned accountant providing tax planning and consulting services to individuals and families. With over a decade of experience in taxation and accounting, Donovan specializes in tax compliance, individual tax services, and basic accounting services for various business structures, including S-Corps, partnerships, and LLCs. Donovan represents clients before the IRS and offers expert guidance on navigating tax laws and regulations.

Hawaii's CPA community serves unique island-based businesses and a tourism-dependent economy with distinct challenges. The Hawaii Board of Public Accountancy requires 150 semester hours for licensure. CPAs must complete 80 hours of continuing professional education every two years, including 4 hours of ethics and 8 hours in accounting subjects.

Key Tax Considerations: Hawaii has the highest state income tax rate in the nation (up to 11%) and a 4% general excise tax (GET) that differs from traditional sales tax. CPAs commonly handle GET compliance (which applies to business-to-business transactions), transient accommodations tax for vacation rentals, and high-income tax planning. The high cost of living and state tax burden creates strong demand for tax minimization strategies. Multi-state issues are common for mainland businesses operating in Hawaii.

Industry Specializations: Tourism and hospitality, vacation rental management, real estate development, military contracting, healthcare, agriculture, and international business (Asia-Pacific trade) are key practice areas. CPAs often specialize in resort and hotel accounting, vacation rental taxation, and serving the significant military population with unique tax situations.

For CPA Professionals: The Hawaii Society of CPAs serves professionals across the islands. Honolulu dominates the market, with smaller practices on Maui, Kauai, and the Big Island. The state offers unique lifestyle benefits and cultural experiences but comes with the nation's highest cost of living and geographic isolation. The close-knit business community emphasizes relationships, and specialization in island-specific issues (shipping costs, Jones Act implications, GET complexity) provides competitive advantages.