Updated:
← Back to Top 8 Bookkeepers in Hawaii (2026)Wicklund Financial Services
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Other fees only, no monthly price
- Local or remote?
- Local
- Software?
- QuickBooks Online
3 of 5 answered from a dated source.
Documents 3 of 5 core services; IRS preparer record found for a named person; publishes prices.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Wicklund Financial Services | home page Oct 14, 2026 | |
| Website | https://www.wicklundcpa.com/ | home page | |
| Office locality | Aiea, HI | home page | |
| Phone | +18084873005 | home page | |
| Offers bookkeeping | Documented: Wicklund CPA | Tax, Bookkeeping & Virtual CFO in Aiea, Hawaii top of page Your Hawai'i CPA Firm We help individuals and... | home page | |
| Monthly bookkeeping | Documented: ...handle your business returns, Hawaii GE tax, and entity planning. Bookkeeping & Payroll Monthly reconciliation, payroll processing, and clean financials through QuickBooks Online.... | home page | 8 pts (max 8) |
| Payroll coordination | Documented: ...We handle your business returns, Hawaii GE tax, and entity planning. Bookkeeping & Payroll Monthly reconciliation, payroll processing, and clean financials through QuickBooks... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: Tax, Bookkeeping & Financial Statements | Wicklund CPA Hawaii top of page Our Services Full-service tax, bookkeeping, advisory... | /services | 6 pts (max 6) |
| Software supported | QuickBooks Online | home page | 5 pts (max 5) |
| Local / remote model stated | Local | /contact | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Reyn Wicklund · CPA (self-reported to the IRS, not a state license) · business name on the record: WICKLUND CPA | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Pricing approach published | Publishes prices: "$225 /mo" | /pricing | 6 pts (max 6) |
| Reporting cadence stated | Documented: ...✓ Individual tax return (1040) ✓ 2 advisory meetings per year ✓ 4 quarterly financial reports ✓ Estimated tax setup & monitoring ✓ Year-end tax summary letter ✓ Tax law change... | /pricing | 4 pts (max 4) |
| Named contact / team | Reyn Wicklund, CPA | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 7 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Hawaii Board of Public Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Reyn Wicklund under the business name 'WICKLUND CPA' in Aiea, HI. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Wicklund Financial Services's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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