SETTING UP A NEW BUSINESS?

WANTING TO DO BUSINESS WITH ESTABLISHED FIRMS?

INVESTING IN HAWAI`I'S FUTURE?


NOVEMBER
2014




WHO'S THE BEST PERSON TO HELP YOU SUCCEED??

It's Never Too Soon Nor Too Late
To Start Thinking About Money!

There have been some significant changes in the federal tax system which may have an impact on your life - especially if you are over the age of 50. Therefore, even if you have a very simple financial lifestyle, it's best that you find a qualified tax & financial planning specialist to help you.

It's not always necessary to retain a Certified Public Accountant to handle your personal and business financial affairs. Enrolled Agents receive training & certification to deal with the IRS, and bookkeeping services can also handle most kinds of straightforward business accounting matters.

But also remember that there's more to be concerned about than just keeping your tax records straight. The more complex your affairs are - rental income, investments, inheritances, business income, retirement planning, management services - then you really need a Certified Public Accountant.

Start off by making sure that you've picked someone who not only has been trained to count the beans and crunch the numbers but who also knows how to communicate with you in words you can understand without using a dictionary!

With over 37 years' experience as a Certified Public Accountant providing accounting, taxation, management advisory services, information systems training & installation, and financial planning services to individuals, small businesses, other professionals, and non-profits, I can help you succeed at doing what you do best by doing what I do best. Please call or e-mail me as to how I can be of help. I look forward to hearing from you.

James Burnette Wood, Ph.D., Certified Public Accountant
Windward O`ahu Office - 808/223-4481
Honolulu Office - 808/675-5730
E-Mail: Jim Wood - Kailua or Jim Wood - Honolulu

NEIGHBOR ISLAND & NON-RESIDENT CLIENTS ALWAYS WELCOME!


PROFESSIONAL SERVICES PROVIDED

GENERAL BUSINESS ACCOUNTING
Accounting oversight and adjustment; staff instruction and training as needed; closing books; financial statements; business evaluations and consultations; audits.

SOCIALLY RESPONSIBLE FINANCIAL PLANNING & INVESTMENT SERVICES
Plain-language analysis of options and alternatives including current needs and tax implications for trusts & estate planning to maximize personal wealth while supporting sustainable, positive development.

NOT-FOR-PROFIT ACCOUNTING & CONSULTATION SERVICES
Independent audits; fiscal, personnel, and general operations analyses & recommendations; grant-writing support.

MANAGEMENT INFORMATION SYSTEMS INSTALLATION & TRAINING
Evaluation & recommendations for hardware, software, training, & procedural changes to fit your business and budgetary specifications.

INDIVIDUAL, BUSINESS & CORPORATE TAX RETURNS & LONG-RANGE PLANNING
Prepare all required state and federal returns; suggest alternatives and options to legally reduce future tax obligations; non-resident returns welcome.




James Burnette Wood, Ph.D., CPA
P.O. Box 1013
Kailua, HI 96734

Honolulu Office - 808/675-5730
Cellular: 808/223-4481
E-Mail: Jim Wood - Kailua or Jim Wood - Honolulu

Japanese, Mandarin, Cantonese, Spanish, French, German, Portuguese, Russian, Swedish, Norwegian, Danish, Italian, Thai, Vietnamese, Arabic, and Hebrew Translation Services Available

Member
AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS
HAWAII SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS

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