At Cornerstone Ohana, taxes are not just numbers on a return — they’re foundational to building and preserving your wealth. Whether you’re an individual, freelancer, real estate professional, investor, or business owner, our tax planning process is designed to reduce taxes and increase wealth.
Your financial life isn’t one-size-fits-all — and neither are our tax strategies. We take time to understand your goals and create a plan that fits your needs, not someone else’s.
We help you keep more of what you earn. Through smart planning and precise prep, we work to lower your tax bill and support your long-term growth.
Tax laws change. A lot. Our team stays on top of the latest updates so you don’t have to — making sure everything we do stays compliant and forward-thinking.
With in-house legal and financial teams under one roof, we offer a full-picture approach. You get seamless support across your business and personal finances.
At Cornerstone Ohana, we offer a full suite of tax services designed to support every stage of your financial journey.
No more last-minute surprises. We help you create forward-thinking tax strategies that reduce what you owe and support your goals. Whether you’re a solo entrepreneur or managing a growing company, we’ll help you plan with intention — and file with confidence.
Our team works side-by-side with business owners to keep finances clear and organized. From monthly to annual bookkeeping, we provide the tools and support you need to make confident decisions and grow your business with clarity.
We make tax season simple. Whether you’re filing as a business owner or an individual, our team handles it all — federal, state, even foreign filings. We’ll help you choose the right tax structure, stay compliant, and focus on what you do best: running your business.
Understanding your numbers unlocks smarter decisions. We dig into your financial data to uncover what’s working, what’s not, and where there’s opportunity. With clear insights, you’ll know exactly how to move your business forward.
Need expert guidance without the full-time hire? Our Fractional CFO services offer high-level financial strategy when you need it most. We’ll help you manage cash flow, plan for growth, and make decisions that drive your business forward.
At Cornerstone Ohana, our planning packages are built to match where you are—and where you’re headed. Whether you need one-time guidance or ongoing support, we offer clear plans, proactive insights, and a team that grows with you.
If we can’t deliver at least 2x your investment in tax savings, we’ll give you a full refund—no questions asked.
No hourly surprises. Just thoughtful, all-in support designed to meet your needs without the nickel-and-diming.
From tax season to year-end planning, our team is by your side with proactive strategies that grow with your business.
If we can’t deliver at least 2x your investment in tax savings, we’ll give you a full refund—no questions asked.
No hourly surprises. Just thoughtful, all-in support designed to meet your needs without the nickel-and-diming.
From tax season to year-end planning, our team is by your side with proactive strategies that grow with your business.
Most people leave thousands of dollars on the table every year. Don’t be one of them.
We stand behind our work with a 100% money-back guarantee — if we don’t find at least double your investment in tax savings, you pay nothing.
Schedule your Tax Strategy Consult today.