Koala Financial, Inc.

AN accountancy corporation​

OUR CONSULTANTS HAVE BEEN EVERYWHERE. 

Our professional staff includes two CPAs, two EAs, a CRTP, and a real estate agent.  We have special expertise in military pay and benefits, medical professionals, and business incorporation.

ACCOUNTING

PLANNING

growth

• Accounting support
• Business plans
• Financial statements
• Tax planning
• Tax preparation
• Property management
  
• Audit representation
• Offers in compromise
• ​Mortgage financing​
• Reverse mortgages

We help our small business partners to be able to grow their businesses through consultation and preparation of financial statements.

SEASONED PROS

COVID-19 update: We are still open.  Any clients who don't have a need to meet face to face are encouraged to drop off documents at our office (there is a slot in the door for after hour drop offs), mail their documents in, or share documents electronically via email or Google Drive.

There are many benefits to outsourcing your business' accounting and bookkeeping.  First and foremost, it can save you money. 

Because it is essential that we both determine if we can work beneficially with each other, we do not charge for an initial consultation.

We help individuals and small businesses plan for tax consequences not just react to tax bills. 

ASSESSMENT

LOCATION

OUR SERVICES