Tax preparation and year-round accounting.
We prepare individual and business tax returns, maintain books, respond to notices, and help you plan for upcoming tax decisions.
Individual returns from $500. Business returns from $1,500. We confirm your scope and fee before work begins.
Tax and accounting services.
Come to us for a tax return, ongoing accounting, or advice before a business sale, stock option exercise, or change of entity.
Individual tax returns
Federal and California returns, including investment income, rental properties, and other complex tax situations.
Business tax returns
Returns for partnerships, S corporations, C corporations, LLCs, trusts, and estates.
Accounting support
Books, financial statements, cleanup projects, and outsourced accounting support for growing businesses.
Tax planning
Year-end planning, gain timing, entity review, estimated taxes, and decisions that should happen before filing season.
IRS and FTB notices
Notice response, audit support, collections issues, and representation where appropriate.
Business owner planning
Help with entity structure, owner compensation, retirement plans, succession, and cash flow.
Tax dates to keep in mind.
Typical federal dates for calendar-year filers, plus a reminder to plan before year-end. Confirm the deadline that applies to your return.
These are reference dates, not a personalized deadline calendar. Filing and payment dates can move for weekends, legal holidays, or announced relief. Fiscal-year and California rules may differ. A filing extension generally does not extend the time to pay. Check individual filing dates or Form 1041 instructions.
Talk to us before the transaction.
A business sale, retirement contribution, or change in income can affect your taxes. Contact us while there is time to review your options and estimate the tax consequences.
During the year, review changes in income, withholding, and estimated payments.
Before a transaction, discuss the timing and likely tax consequences.
For business owners, keep income and expense records current.
With your permission, we can discuss relevant details with your advisor, attorney, or insurance professional.
Accounting for business owners.
We can handle both your books and your tax return, with advice on owner compensation, business structure, and upcoming changes.
Clean financials
Accurate books help you prepare your return, apply for financing, and understand your business results.
Entity decisions
LLC, S corporation, partnership, and corporation questions should consider tax, legal, payroll, and owner goals.
Owner strategy
Review compensation, distributions, retirement contributions, and succession plans with their tax effects in mind.
What to gather for tax preparation.
You do not need these for an introductory call. Once we agree on the work, we will provide a secure way to share documents and help you identify anything missing.
- Last year's federal and state returns, if you are new to us
- W-2s, 1099s, and consolidated brokerage statements
- K-1s from partnerships, S corporations, or trusts
- Mortgage interest (1098), property tax, and charitable receipts
- Business income and expense summary, or your bookkeeping file
- Estimated tax payments already made this year
- Any IRS or Franchise Tax Board notices you have received
What clients ask about Tax & Accounting.
Yes. We prepare individual returns and business returns, including partnership, S corporation, C corporation, LLC, trust, and estate filings.
Yes. That is often where the most useful work happens. We can help with estimated taxes, entity review, year-end planning, business accounting, and planning around major financial decisions.
No. CPA services can be used by themselves. Wealth Management and Koala Law are separate engagements. Coordination across Koala teams is available when useful and authorized, but it is not required.
We discuss scope before beginning. Pricing depends on complexity, entities, schedules, investments, rentals, and planning needs. The pricing page gives starting points.
Request a consultation.
Tell us what you need help with. We will follow up within 1 business day to arrange a 15-minute introductory conversation. There is no obligation, and you do not need to gather documents before reaching out.
Request received
Thank you for reaching out. A member of the Tax & Accounting team will be in touch within 1 business day.
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