Michael A. Katz

Financial Services

Kealaola LLC
PO Box 2113
Kealakekua, HI  96750

Kealaola LLC
P.O. Box 11358
Zephyr Cove, NV  89448

Find Out More

Services

Tax Preparation

  • Specializing in Small Business, Self-Employment and Farms
  • Tax Planning:
    • legally and ethically minimize tax liabilities
  • Returns:
    • LLC (IRS form 1065)
    • S-Corp (IRS form 1120-S)
    • Personal (IRS form 1040)

QuickBooks

  • Using QB for business advantage
  • Business Operations
  • CARES Act
    • Payroll Protection Program
    • EIDL Loan Advance
    • SBA Bridge Loan
    • SBA Debt Relief

Consultation

  • Retirement Roadmap
  • Budgeting
  • Spending
  • Saving
  • Business Operations
  • Marketing
  • Planning
    • Assesment
    • Goal Setting
    • Plan Creation
    • Execution
    • Monitor & Reassess

Credentials

IRS Enrolled Agent

  • Highest credential awarded by IRS
  • Represents taxpayers before the IRS
  • Unlimited practice rights
    (the same as attorneys & CPAs)
    • All tax matters
    • Any taxpayer
    • Any IRS office
  • Requires:
    • Adherence to highest ethical standards
    • Continuing education
    • Periodic recertification

QuickBooks ProAdvisor

  • Certified by Intuit for:
    • QB Online
    • QB Desktop
    • QB Point of Sale