What Schlissel & Associates does

Schlissel & Associates LLC is a full-service tax and accounting firm headquartered at 1164 Bishop St #1612 in Honolulu, Hawaii. Founded in approximately 1999 by Alan Schlissel — who is both a lawyer and an accountant — the firm has operated for over 25 years providing tax planning, tax return preparation, and accounting services to individuals, small business owners, and corporate entities in Hawaii. The firm operates with a 1-10 person staff and distinguishes itself through a multidisciplinary team combining tax attorneys and CPAs, enabling integrated legal-and-accounting solutions spanning compliance, controversy, and transactional advisory work.

The firm's service portfolio covers tax return preparation for individuals, business entities, trusts, estates, and nonprofits; consulting across federal and state tax credits, international tax, joint ventures, and mergers and acquisitions; and specialty practices including audit defense, cost segregation studies, Hawaii General Excise Tax compliance, research tax credits, energy tax credit consulting (notably Hawaii's 35% Renewable Energy Technologies Income Tax Credit), tax dispute resolution, international tax services, and entrepreneurial services. The firm has no proprietary technology platform; service delivery is human-led, supported by a client document portal at clientportal.com and a marketing presence across hawaii-tax.com, Facebook, LinkedIn, and Instagram.

Schlissel & Associates generates revenue through fee-based professional services with quote-based, tailored pricing and no public rate disclosure. The firm offers a free initial consultation as its primary customer acquisition mechanism and targets eight vertical segments (Energy, Retail & Restaurants, Not-for-Profit, Transportation & Logistics, Technology & Software, Manufacturing & Distribution, Professional Services, Real Estate & Construction) alongside personas including high net worth individuals, family business owners, and corporate entities. The firm claims to have served hundreds of individuals and companies over its history, with one source noting service to over 500 manufacturing and distribution companies globally, though this claim is inconsistent with the 1-10 employee footprint and should be treated cautiously.

Name

Schlissel & Associates

Legal name

Schlissel & Associates LLC

Website

https://hawaii-tax.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

1–10 employees

Short description

Schlissel & Associates LLC is a Honolulu-based full-service tax and accounting firm founded in 1999 by Alan Schlissel, serving individuals, small businesses, and corporate entities across Hawaii with tax planning, preparation, and specialty advisory services including energy credits and cost segregation.

Ownership category

akta.pro rank

Product category

Tax and Accounting Services

NAICS

Tax Preparation Services (541213), Offices of Certified Public Accountants (541211), Offices of Lawyers (541110)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Transaction Tax Structuring & Deal Advisory (BPAHAOAJ)

akta.pro secondary industry

Transfer Pricing & International Tax Services (BPAHABAI)

Keywords

• Tax preparation services
• Tax consulting
• Accounting services
• Audit defense
• Cost segregation studies

Headquarters

HQ city

Honolulu

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Professional Tax and Accounting Services: Fee-based professional services providing tax planning, tax return preparation, and accounting services to individuals, businesses, and corporate entities. Revenue is generated through consulting fees, preparation fees, and advisory service fees tailored to client needs and complexity.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Schlissel & Associates is a full-service tax and accounting firm that delivers tax planning, tax return preparation, and accounting services to Hawaii-based individuals, small businesses, and corporate entities. The practice is staffed by both tax attorneys and CPAs, enabling integrated consulting across federal and Hawaii state tax matters, including energy tax credits, General Excise Tax, audit defense, cost segregation studies, and merger and acquisition advisory.

Product overview

Schlissel & Associates is a full-service tax and accounting firm offering a unified suite of professional services rather than a software product. The core offering centers on Tax Return Preparation (for individuals, Partnerships/LLC, Corporations, S Corporations, Nonprofits, Trusts & Estates) and Consulting services (Federal/State Tax Credits, International Tax, Joint Ventures, Merger & Acquisition). Supporting services include Audit Defense, Tax & Dispute Resolution, General Excise Tax, Cost Segregation, Energy Tax Credits & Incentives, Research Tax Credit, and Entrepreneurial Services. Additional specialty offerings include International Tax Services, Federal/State Tax Credits Services, Merger & Acquisition Advisory, and Joint Venture Services. The portfolio is structured around integrated tax planning and accounting services tailored for Hawaii's unique financial landscape.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Return Preparation Comprehensive tax return preparation for individuals, business entities (Partnerships/LLC, Corporations, S Corporations), trusts, estates, and nonprofits, delivered by tax attorneys and CPAs in Hawaii.
• Consulting Tax and business advisory services covering Federal/State Tax Credits, International Tax, Joint Venture structuring, and Merger & Acquisition transactions for Hawaii businesses and individuals.
• Audit Defense Tax audit planning and representation services including communications with IRS or state taxing agencies, document preparation, negotiation of settlements, and dispute resolution for clients facing tax scrutiny.
• General Excise Tax Sales and use tax compliance services including nexus exposure analysis, compliance burden reduction, and General Excise Tax consulting tailored for Hawaii businesses.
• Cost Segregation Tax planning strategy for real estate owners and investors allowing acceleration of depreciation deductions and deferral of tax payments through IRS-compliant cost segregation studies performed with engineering review.
• Energy Tax Credits & Incentives Federal and State of Hawaii energy tax credit and incentives consulting, including the 35% Hawaii Renewable Energy Technologies Income Tax Credit, for investors, landowners, and EPC contractors.
• Research Tax Credit Calculation and assistance in claiming federal and State of Hawaii research tax credits for software, biological sciences, high tech, and process improvement industries.
• Entrepreneurial Services Outsourced accounting and taxation services for entrepreneurs including entity formation, tax planning, IPO planning, and implementing bookkeeping systems.
• Tax & Dispute Resolution Tax controversy and dispute resolution services including federal and state tax disputes, international tax disputes, transfer pricing disputes, and IRS appeals.
• International Tax Services Cross-border tax planning including GILTI, BEAT, FIRPTA, international joint ventures, IC DISC, FDII, and voluntary disclosure agreements.
• Federal/State Tax Credits Services State and Local Tax (SALT) services including nexus reviews, voluntary disclosure agreements, state amnesty programs, and tax credit identification.
• Merger & Acquisition Advisory M&A legal and tax counsel from small asset purchases to large public deals, including auction processes, hostile takeovers, leveraged buyouts, and earn-out structures.
• Joint Venture Services Formation, financing, regulatory compliance, and dispute resolution for joint ventures, family limited partnerships, and limited liability companies.

Quantifiable outcome

• Over 25 years of helping hundreds of individuals and companies save millions on taxes

Named customers4 records

Segments13 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• Deloitte Hawaii: Big Four professional services firm with a Hawaii presence serving middle-market and enterprise clients across tax, audit, and consulting. Directly comparable to Schlissel on tax compliance and advisory for Hawaii corporations, though with substantially greater resources.
• KPMG Hawaii: Global Big Four firm with a Honolulu office providing audit, tax, and advisory services to Hawaii-based enterprises. Competes with Schlissel on M&A tax, international tax, and energy tax credit work but at a much larger scale and broader service portfolio.
• CLA (CliftonLarsonAllen): Large U.S. accounting and advisory firm serving middle-market companies with tax, audit, and consulting services. Comparable in targeting growth-oriented private businesses with multi-state tax and advisory needs similar to Schlissel's manufacturing and tech clients.
• EY (Ernst & Young) Hawaii: Big Four accounting firm operating in Honolulu with full-service tax and advisory capabilities. Targets many of the same mid-market and corporate clients in Hawaii across international tax, transaction advisory, and audit representation work.
• Marcum LLP: Large U.S. accounting firm with strong tax and advisory practice targeting middle-market companies, high-net-worth individuals, and family offices. Comparable on international tax, M&A advisory, and cost segregation services that overlap with Schlissel's specialty offerings.
• BDO USA - Hawaii: Top-ten accounting network with a Hawaii practice offering tax, advisory, and assurance services. Particularly strong with mid-market companies and competes directly with Schlissel on Hawaii-based corporate tax compliance and advisory.
• Withum: Top-30 U.S. accounting firm with multi-office presence and strong tax, advisory, and international tax practices. Comparable to Schlissel on cross-border tax planning and middle-market M&A advisory engagements.

Regional players

• CW Associates CPAs (Hawaii): Hawaii-based accounting firm offering tax preparation, business advisory, and accounting services to individuals and businesses in the islands. Comparable boutique firm operating in the same local market with overlapping service lines.
• Pacific Business Associates: Hawaii-based CPA firm providing tax, accounting, and business advisory services to local businesses and individuals. Similar local-market orientation and full-service tax + consulting model to Schlissel.
• Accuity LLP: Hawaii-based accounting and advisory firm serving businesses and high-net-worth individuals across the islands. Closest direct comparable peer in terms of size, Hawaii-centric focus, and full-service tax + advisory offering.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/hawaiitaxes
• LinkedInlinkedin.com/company/schlissel-associates/about/?viewAsMember=true
• Instagraminstagram.com/hawaiitaxes

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Schlissel & Associates