Beau Sumile · Honolulu, Hawaii

Helping Hawaii families pass down financial clarity, not just assets.

I live in Hawaii and work with families whose finances don’t fit in one account: rentals, small partnerships, family property. Some are here; others own Hawaii rentals from the mainland, where general excise tax is owed on the gross rent even in a year the property loses money.

I handle all of it: income tax and withholding, state, federal, and international filings, Hawaii general excise tax on rental income, and coordination of the pieces around them, like estate planning. I maintain a clear, current picture of where each family member stands: income, property, debts, monthly cash flow. And I stay reachable. When something comes up, my clients have a direct line to a person who already knows their whole picture.

Based in Honolulu · Families here, owners anywhere