Kohler Financial Services, Inc.

At Kohler Financial Services, Inc., we handle the day-to-day numbers so you can focus on running your business. From monthly bookkeeping and payroll to individual and business tax returns, our team delivers accurate work, on time, with clear communication at every step. You’ll know what was done, why it matters, and what comes next—no mystery, no messy spreadsheets, and no surprises at filing time. Think of us as your friendly, local back office: responsive, reliable, and invested in your success.

We start by listening. During a brief discovery call, we learn how you operate, where the friction is, and what “organized” would look like for you. Then we build a right-sized plan, flat-rate when possible, so costs are predictable and deliverables are easy to understand. Whether you need catch-up cleanup, ongoing monthly support, or a one-time project, we scope only what you need and set up simple rhythms for documents, approvals, and reviews.

Our work goes beyond reconciliations and returns. We bring a tax-smart mindset to everything we do, highlighting opportunities to improve cash flow, reduce liabilities, and plan ahead. If you use QuickBooks®, we can set up or clean up your file, tailor the chart of accounts to your industry, and train your team on best practices. Prefer a deeper level of guidance? Our fractional controller services add budgeting, forecasting, and owner briefings, so your financials become decision-ready, not just done.

Most of all, you’ll have real people you can reach. We’ve served Port Orange and surrounding areas for more than two decades, and we pride ourselves on fast replies, practical advice, and work that stands up to scrutiny. When deadlines approach, we’re already on it. When questions come up, we’re here with plain-English answers. Ready to make the numbers easier? Request a free consultation, and let’s build the support plan that fits your business.

Tax-smart bookkeeping, done right and on time. Pick a single service or bundle a monthly plan. We’ll scope exactly what you need, nothing you don’t.

Tax Protection Plus – Audit Defense & Identity Theft Restoration

When you file your personal or corporate return with us, you’re automatically covered through our partnership with Tax Protection Plus. Their team provides up to $1,000,000 in services to help resolve IRS and state tax notices, inquiries, and audits, plus identity theft restoration if your identity is compromised. You get an experienced audit support team behind your return, at no additional cost to you.

• Up to $1,000,000 in tax audit defense services if you receive an IRS or state notice

• Help responding to tax letters and notices so you’re not dealing with the IRS alone

• Identity theft restoration services if your personal information is compromised

• Guidance from a dedicated team that specializes in resolving tax issues

Learn more about our Tax Protection Plus coverage ›

Core Services:

FAQs

Do you offer flat rates?
Yes. After a short discovery call, we’ll quote a flat project fee or monthly plan—no surprises.

Can you work with my existing QuickBooks file?
Absolutely. We can clean it up, migrate, or continue with your current file.

Do you meet virtually?
Yes—virtual and in-person appointments are available.

Can you handle payroll and quarterly filings?
Yes. We set up payroll, process, and file federal/state returns on schedule.

Do you help with catch-up bookkeeping?
Yes. We’ll prioritize the most recent months and work back efficiently.

Service Areas & Hours

Serving Port Orange, South Daytona, Daytona Beach, Flagler Beach, Bunnell, Jacksonville, DeLand, Deltona, Ormond Beach & more.
Hours: Mon–Thu 10am–6pm • Fri–Sat by appt • Evenings by appt

Ready to get organized? Request a Free Consultation.