A Trust is fiduciary arrangement that allows a trustee to hold assets on behalf of beneficiaries. Trusts can be arranged in many ways and can specify exactly how and when the assets pass to the beneficiaries upon death of grantor. Some of the benefits of trust include: 1) saves time and money by avoiding probate court, 2) controls your wealth by directing where, when, and to whom the assets are to be used, 3) saves estate taxes, 4) protects your assets from creditors.
The Estate Tax is a tax one your right to transfer property at grantor’s death.

I handle all tax matters relating to trust and estate. My firm has worked closely with may competent estate and trust attorneys in making sure our clients save taxes, time, and money in planning for transfer of assets to their heirs.

If you invest $1,000,000 in US, you will receive permanent residency in United Sates. However, most of us do not have that kind of capital. What can you do?
E-2 Visa is the solution. To qualify, you must invest a substantial amount of capital in a bona fide business in the United States. This investment can be 50% or more ownership of an established business. Steven Lee, CPA will assist you in identifying a auccessful businesses that are financially sound and profitable. This will be done with detailed analysis of potential business's financial strength and its future growth potentials. Steven Lee, CPA will also assist you in running a successful operation of your business. Every Two years E-2 Visa must be renewed. US immigration requires a CPA prepared financial statements to show the profitability and success in foreseeable future. With the network of attorneys and realtors, Steven Lee, CPA can assist you in building the future in beautiful Hawaii.
We are committed to preparing timely and accurate financial information that facilitates effective, continuing operations for our clients. Whether deciding to finance an expansion or evaluate current operations, relevant and efficient financial information is valuable to the needs of business. We provide a variety of accounting services including the following:
In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Wouldn't it help you to rely on a trusted and accessible business partner to handle your payroll? Allow us to take care of your payroll needs - from issuing the payroll checks to filing the necessary payroll returns.
Almost every business or personal financial decision has tax consequences. Our objective is to help our clients make the best overall business decision, giving full consideration to the immediate and long-range tax ramifications. For our clients, corporate and personal goals are considered in tax planning strategies. We prepare all 50 state tax returns including corporation, partnership, and individual. We stay abreast of changing tax laws so we can offer our clients a broad base of technical expertise. We strive to meet the complete personal and corporate tax needs of our clients and approach planning from the total perspective of our clients. The bottom line is that we try our best to minimize our clients' tax obligations!
Clients are subject to periodic or random audits by various state, local, and federal governments. We have the experience to resolve technical issues or manage the process. We help clients assemble any needed information, acting as his/her representative before IRS or State agency, researching technical issues, responding to the agents' inquiries, and advising the client about pertinent matters that may arise during the examination. Any client undergoing an audit can benefit from this service. Take care of your business and let us deal with Internal Revenue Service.
Starting and maintaining a business can be a complex and difficult process. Proper planning and goal setting in conjunction with optimal use of resources are crucial to success. We can offer advice and develop solutions to businesses to efficiently achieve their goals. The following are examples of consulting services we provide: Choice of entity, Formation, Licenses, etc.
We work closely with banks and investment firms in town to offer you the best investment and retirement plans. How you invest your hard earned money is more important than making money. Let us help you to achieve your goals such as your child's education and your retirement.
Financing is an integral part of running any business. Business loans such as SBA loans and Line of Credits allow your Company to grow and get through some tough time when needed. Let us help you to obtain loans and lines so that you can run the business the way you want to.

Copyright © 2014 Steven Lee, CPA. All rights reserved.
Ala Moana Pacific Center | 1585 Kapiolani Blvd. #1228 Honolulu, HI 96814 | Phone. 808.947-2027 / Fax. 808.947-2028 / Email. mailto://cpastevenlee@gmail.com