Expert CPA & CFO Advisory Services for Individuals & SMBs
We provide personalized CPA and CFO Advisory services that drive growth, maximize profits, and reduce taxes, while offering tailored, proactive strategies to overcome common financial challenges.
Kory J. Malek, CPA, MBA Founder and CEO
Kory is a licensed Certified Public Accountant and real estate agent, and the founder of Malek Financial Solutions. He specializes in financial accounting, tax preparation, tax advisory, and real estate transactions. With experience at leading firms like Accenture and KPMG, Kory has supported high-net-worth individuals, investment funds, and small businesses with strategic, results-driven financial guidance.
Who we are
Drive Growth
We're here to build lasting success with you—offering tax and financial strategies designed to grow your business year after year, not just this quarter.
We help you make smarter financial decisions—ones that boost your bottom line, streamline your operations, and set you up for long-term success.
Maximize Profit
Through proactive tax planning, we lower what you owe, strengthen your financial foundation, and position you for sustained success.
Reduce Taxes
Our Services
We don’t just file your taxes—we help you plan for them. Our proactive approach ensures you’re minimizing liabilities, staying compliant, and avoiding surprises. From complex returns to simple filings, we handle every detail with precision and care.
Tax Preparation & Tax Planning
Reliable financial records are essential for running a successful business. We offer full-service accounting and bookkeeping to keep your finances clean, organized, and audit-ready—so you always know where your money stands.
Accounting & Bookkeeping
We don’t just advise on real estate—we’re licensed to help you navigate it. Whether you're buying or selling residential or commercial property, our team provides licensed real estate services backed by financial expertise. From initial search to closing, we guide you through each step with strategy, insight, and care.
Real Estate
Streamline your operations and reduce manual work with smart automation solutions. We help you identify inefficiencies, implement AI tools, and optimize your workflows—so your business runs smoother, faster, and more profitably.
Process Automation & AI Enhancement
Our retirement planning services are designed to give you clarity, confidence, and control over your future. From setting long-term goals to building tax-efficient strategies, we help ensure you're on track for the retirement you envision.
Retirement Planning
From budgeting and cash flow analysis to spending strategies and financial goal setting, we provide the tools and insight to keep you in control. Whether for your business or personal life, our approach is built around clarity, consistency, and long-term success.