Koleda Capital LLC offers proactive tax planning and accurate tax preparation for individuals and businesses. We help you stay compliant, reduce tax liability where possible, and plan ahead with confidence, while also providing trusted, ongoing support for IRS matters and other tax-related needs.

Our business advisory services are built to support smarter decision-making and long-term growth. We work closely with business owners to improve financial clarity, strengthen operations, and plan strategically for the future whether you’re refining processes, managing cash flow, or preparing for expansion.

We help individuals and families protect and grow their wealth through thoughtful financial planning. Our wealth management services focus on long-term goals such as retirement planning, estate planning, and asset protection, giving you clarity and confidence in your financial future.

Running a business is easier with the right accounting support. At Koleda Capital LLC, we provide proactive, personalized tax and accounting services tailored to your day-to-day needs. We value clear communication and long-term partnerships that help you make confident financial decisions. Contact us today to schedule your initial consultation and see how we can support your business year-round.

Our accounting services help you plan confidently, make informed decisions, and stay prepared year-round. Our services include:

• Tax Advisory: Ongoing guidance to help you stay ahead of tax obligations while identifying opportunities to strengthen your financial strategy.
• Business Services: Practical support to help your business grow, including improving inefficient accounting processes.

Koleda Capital LLC supports business owners who value thoughtful planning and a personal accounting relationship. We take the time to understand how your business operates so our guidance is practical, strategic, and aligned with your goals. Whether you’re planning for growth or refining processes, our team is here to help. Contact us today to schedule your initial consultation.

Go beyond filing uncover strategies to reduce your tax bill.

• All Tier 1 services
• Annual tax savings strategy
• Mid-year projection & quarterly check-ins
• Entity optimization review (LLC vs S-Corp vs Schedule C)
• Direct access to our accounting team for questions year-round

• All Tier 2 services
• Advanced tax savings strategies
• Quarterly CFO/advisory meetings
• Retirement & financial planning
• Tax-efficient investing
• Business growth & cash flow planning
• Estate & wealth transfer strategies
• Dedicated advisor access year-round for business & personal financial decisions.

• Individuals (Form 1040)
• Sole Proprietors (Schedule C)
• Nonprofits, Estates & Trusts
• Business Entities (LLCs, Partnerships, S-Corps, C-Corps)
• Annual engagement & e-filing
• Secure client portal
• We remain available year-round for questions about your filed return

“Investment advisory services offered through Pine Valley Investments, an investment adviser registered with the U.S. Securities and Exchange Commission.”

Pine Valley Investment’s Form CRS

Location:

Koleda Capital LLC

900 Route 168, Suite A-3

Sewell, NJ 08080

Working Hours:

Monday

9:00AM - 6:00PM

Tuesday

9:00AM - 6:00PM

Wednesday

9:00AM - 6:00PM

Thursday

9:00AM - 6:00PM

Friday

9:00AM - 6:00PM

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