Tax and accounting services through Koala Financial, Inc.
Tax & Accounting helps individuals, families, and business owners with tax preparation, accounting, and practical planning before decisions become tax returns.
Some clients need a clean return. Some need year-round accounting support. Some need a tax strategy before selling a business, exercising stock options, or changing entities.
Federal and California returns for individuals, families, investors, rental owners, and complex households.
Partnership, S corporation, C corporation, LLC, trust, and estate returns prepared with the owner picture in view.
Books, financial statements, cleanup projects, and outsourced accounting support for growing businesses.
Year-end planning, gain timing, entity review, estimated taxes, and decisions that should happen before filing season.
Notice response, audit support, collections issues, and representation where appropriate.
Entity structure, owner compensation, retirement plan coordination, succession questions, and cash flow clarity.
A good return matters. But the best tax work often happens months earlier, when there is still time to choose the entity, time the sale, make the contribution, adjust withholding, or coordinate with the rest of the plan.
During the year, decisions can still be shaped.
At filing time, the return reflects reality.
For business owners, clean books make better tax decisions.
With authorization, Tax & Accounting can coordinate with Wealth Management, Koala Law, or Koala Insurance when useful.
Better books make better tax decisions, cleaner lender conversations, and fewer surprises at filing time.
LLC, S corporation, partnership, and corporation questions should consider tax, legal, payroll, and owner goals.
Compensation, distributions, retirement plans, insurance, succession, and cash planning all touch the tax return.
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. 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.
A 30-minute conversation at no obligation. Tell us about your tax situation and we will route you to the right team member. We follow up within 1 business day.
Thank you for reaching out. A member of the Tax & Accounting team will be in touch within 1 business day.
Return HomeWe help with individual returns, business returns, accounting support, tax planning, and tax notices.
View Tax & Accounting Pricing