FAQs

Do I need to schedule an appointment to do my taxes with you?

We ask that our clients provide all their tax documents first for processing by our accountants. Once your returns are completed and reviewed, we will contact you to schedule an appointment to discuss your taxes.

For PROSPECTIVE CLIENTS please contact our office.

Where is my refund?

If it has been more than 4 weeks since your taxes were completed, click the links below to check the status.

For Federal you will need to provide your security number, filing status, and the exact amount of your refund.

For the State of Hawaii, you will need to provide your security number and the exact amount of your refund.

How do I get a copy of my returns?

You can contact our office to request copies of your tax returns. There is a fee of $30 for each year requested.

How do I file an extension?

Our office needs to be contacted if you would like to file an extension.

For our existing clients there is no charge. For new clients there is a non-refundable charge of $150 but that will be credited toward your tax preparation service fee here at Paul’s Financial Services.

Do you offer consultations?

Yes, by appointment Paul will sit with you to discuss your tax and financial planning. The fee is $150 per hour (minimum $150). For our existing clients there is no fee.