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LIGHTING THE WAY ON YOUR TAX CHALLENGES

Shalini Kodial is a certified public accountant (CPA) with over 15 years of experience in accounting and finance. She earned her Master of Business Administration at Western Governors University and then went on to obtain her CPA and IRS EA certification. 

Shalini began her career as an auditor at a regional accounting firm, where she gained experience working with a variety of clients across a wide and diverse industry range. She later transitioned to a role as Director of Corporate Accounting at Corner Bakery Group, where she was responsible for budgeting, forecasting, and financials for 120 restaurants.

In 2023, Shalini started her own accounting firm, specializing in restaurants, non profits, real estate tax, accounting, and financial advisory services to small businesses and individuals. Shalini is known for her strong technical skills, attention to detail, and commitment to providing exceptional client service. She is also active in her local community and serves on the board of several non-profit organizations. 

As a CPA, Shalini is committed to staying up-to-date on the latest developments in accounting and finance. She is a member of the American Institute of Certified Public Accountants (AICPA) and regularly attends continuing education courses to maintain her expertise. 

Shalini

Consulting Services

QuickBooks
Training/Setup

CFO/Advisory Services

Tax Planning & Strategy

Back Office Outsourcing

Minimizing your tax burden with Jeff Crilley

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Why Choose Us

Unmatched Tax Knowledge & Experience

We pride ourselves on our unparalleled expertise in the field of financial management. With years of industry experience, we bring the best practices to the table.

You Are More Than Just a Client

We listen and support you beyond the numbers. Count on us to be there every step of the way, providing personalized guidance and support for your financial journey.

We Can Handle Any Tax Situation

With our deep understanding of tax laws and regulations, we expertly handle any tax situation. Trust us for tailored solutions, from planning to resolution. 

TESTIMONIALS

“I would highly recommend Shalini Kodial to any of my business peers or friends. Shalini is a hard working individual who has an extreme passion for what she does. I have worked with many financial analysts and advisors in the past but I have been literally blown away with Shalini’s work. It has been a game changer for me and my finances. I thought I had the right teams that I was working with over the past 5-10 years but I have been proven wrong once Shalini dove into my finances and provided me with insights that I was not given ever before. If you are not at least taking a moment to consult with Shalini, you are doing you and your finances a disservice. I am very excited to have met Shalini and I am learning a lot of what I thought I already knew. She has extensive experience working in this industry and it is evident. I only wish I that I was introduced to her many years ago. I own two businesses and I also have a higher than average income with a company that I work for. My businesses were created to help offset my tax burden. I have never felt more comfortable working with a person who cares and is extremely personable! Thank you, Shalini, for being a huge source of stress relief for me."

David Gorena - Hydration IV LLC

“It is a pleasure to work  with a person who is a number cruncher and knows all the laws associated with business and tax planning and SHALINI is that person. Shalini is a thorough person and knows all personal and business laws that help small businesses. The look ahead and projection that she provides helps businesses to predict their potential profit loss, therefore allowing the business to plan as much as possible. Shalini is very professional and at the same time gives personalized attention when it comes to personal tax planning. She is a great asset to have as a CPA and also to the accounting world. I wish her well in all her endeavors."

Sonal T.

My businesses were created to help offset my tax burden. I have never felt more comfortable working with a person who cares and is extremely personable! Thank you, Shalini, for being a huge source of stress relief for me. I would highly advise that you reach out to her and you will find all of my comments to be justified. I rarely take a moment to highlight an individual that I am paying for services. This should be an example of the game changer that she has been for me."

Shawn M.

I used Shalini Kodial for my personal and business tax preparation this year. Shalini has been responsive, knowledgeable, and readily available to answer all my questions. I experienced a big difference; compared to the accountant I used in the past. Shalini is patient with all my questions and happy to jump on the phone when needed. Her advice is helpful and meets in terms of sophistication. I highly recommend Shalini to whoever needs a service of a knowledgeable, friendly, and efficient tax consultant."

Sengoll B.

“After 15+ years filing taxes with another CPA I choose to work with Ms. Kodial. She's not only very knowledgeable in the tax aspects but also very professional. She's prompt in responding to your questions or answering phone calls. I would highly recommend her if you're looking for a CPA who you can trust."

Raj P.

Helpful Resources 

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