LOCATION

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

ASSESSMENT

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

SEASONED PROS

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.

growth

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

OUR SERVICES

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