At Shalini Kodial CPA PLLC, we do more than just prepare your taxes; we become your strategic financial partner. Whether you’re an entrepreneur, nonprofit leader, or individual with complex tax needs, we deliver tailored advice, proactive planning, and hands-on support to help you stay ahead, stay compliant, and grow with confidence.

Our Services

CFO insight without the full-time cost

Fractional CFO

For growing businesses, we offer CFO-level insights on cash flow, budgeting, and financial performance—without the cost of hiring in-house.

  • Forecasting and strategic growth planning
  • Financial health assessments
  • Internal reporting & dashboards

Ideal for:
Scaling businesses and startups needing strategic financial direction.

Proactive tax planning to save on taxes

Hands on calculator and tax documents for strategic tax planning

We go beyond basic tax filing. Our proactive planning approach helps minimize tax liabilities, optimize entity structures, and ensure long-term compliance. Whether you’re an entrepreneur or a high-net-worth individual, we tailor strategies to your evolving needs.

  • Year-round tax planning support
  • Entity selection and restructuring guidance
  • IRS-compliant strategies for high-income earners
  • Helping you with the new OBBBA 2025 tax bill.

Ideal for:
Small businesses, landlords, startups, and professionals looking to maximize deductions.

Facing an IRS letter? Don’t panic we’ve got your back.

IRS Resolution

We offer expert support for taxpayers facing audits, collection actions, or unexpected IRS notices. Our team can represent you, negotiate on your behalf, and get you back on track. We can also help you if you haven’t filed taxes in the past.

  • Installment Agreements
  • Offers in Compromise
  • IRS notices & penalty resolution

Ideal for:
Anyone dealing with tax debt, audits, or compliance issues.

Federal, state, and local tax returns – with accuracy and timeliness

calculator and IRS forms

From individual tax returns to multi-state filings, we ensure every detail is handled accurately and on time. We stay up to date on the latest IRS changes so you don’t have to.

  • Federal, state, and local returns
  • Personal and business filings
  • Amended returns and prior year clean-ups

Ideal for:
Busy professionals, growing families, entrepreneurs, and investors.

Stay compliant while staying mission-focused.

Nonprofit Accounting

We understand the unique regulatory needs of nonprofit organizations. We offer support for board governance, 501(c)(3) compliance, and accurate 990 filings.

  • Accurate, on-time 990 preparation
  • Internal controls & grant reporting
  • Nonprofit-specific advisory

Ideal for:
Charities, private foundations, and nonprofit boards.

Let us handle the books so you can focus on what matters.

QuickBooks Advisory

From setup to cleanup, we provide full-service bookkeeping using QuickBooks Online and other platforms. Perfect for busy business owners who need real-time, accurate financials.

  • Monthly reconciliation & reporting
  • QuickBooks setup and training
  • Custom chart of accounts

Ideal for:
Freelancers, creatives, retailers, and solopreneurs.

Navigate cross-border tax with confidence.

International Tax Compliance
We assist U.S. taxpayers with foreign income, assets, or compliance obligations such as FBAR and FATCA.

  • Foreign Tax Credit claims
  • FBAR reporting (FinCEN Form 114)
  • FATCA compliance & advisory

Ideal for:
U.S. citizens with foreign bank accounts, expats, and international investors.

Stay compliant. Pay your team with confidence.

Admin and payroll
From state-level filings to streamlined payroll systems, we help business owners meet essential compliance requirements and support their growing teams without the confusion.

  • Texas Franchise Tax Reports & Annual State Filings
  • Secretary of State Compliance & Deadline Tracking
  • Payroll System Setup (Gusto, ADP, QuickBooks)
  • 1099s, W-2s, & Contractor vs. Employee Guidance

Ideal for:
Texas-based businesses, startups, and employers scaling their teams.

Assurance and audit services that drive value

Admin and payroll
We offer a comprehensive suite of assurance services designed to deliver value, and ensure compliance. Our approach includes audits tailored to each client’s needs, reviews that offer limited assurance for stakeholders, and compilations focused on preparing accurate financial statements.

  • Tailored audit services with operational insights
  • Reviews for limited assurance and investor needs
  • Compilations based on client-supplied data
  • SOC reports build trust in outsourced services

Ideal for:
Private businesses, startups, nonprofits, employee benefit plan sponsors