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Koala Financial, Inc. helps make your retirement an adventure worth sharing.



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

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

About Us


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

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

<strong>Seasoned Pros</strong>

Seasoned Pros

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.

<b>Discover Hidden Opportunities</b>

Discover Hidden Opportunities

Koala Financial, Inc. will work with you to explore your options and determine which ones fit your individual strategy. Our entire team works hand-in-hand with you and always acts in your best interest, keeping all your goals and dreams firmly in mind.

<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

Meet Our Team

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