Information about Tax & Accounting tax and accounting services, privacy, and how coordination works when clients authorize it.
Tax and accounting services are provided through Koala Financial, Inc. (CPA division). CPA services are separate from investment advisory, insurance, and legal services.
Client tax and accounting information is handled carefully and shared only as described in our Privacy Policy or when a client authorizes coordination.
When clients choose multiple Koala services and authorize coordination, CPA observations can help the broader team ask better planning questions.
CPA disclosures are mainly about who provides tax and accounting services, how client information is handled, and how coordination works when a client chooses more than one Koala service.
Entity, privacy, and coordination information for Tax & Accounting tax and accounting work.
Tax prep, accounting, bookkeeping, payroll, and consulting pricing.
How personal information is used and shared when needed to serve clients.
The central page for wealth, insurance, CPA, and law disclosure pages.
Koala is coordinated when clients choose that experience, but each service has its own disclosures. These links help people get to the right page quickly.