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CERTIFIED PUBLIC ACCOUNTANTS

Our firm is comprised of highly qualified, trusted, and experienced Certified Public Accountants in Willow Grove, Pa. Since our founding in 1984, we have offered a full range of small business accounting, corporate accounting, tax preparation and refund services, and personal financial planning services.

SMALL BUSINESS ACCOUNTANTS IN WILLOW GROVE, PA

Our firm focuses on your unique tax, accounting, and consulting needs in a personalized manner. Whether you need accounting, tax planning, tax return preparation, personal financial planning, estate and trust, small business consulting, or a full complement of other individualized financial services, we will give you the full resources you would only expect from a large accounting firm while maintaining easy access and a friendly, personalized approach.

OUR VALUES

We are guided by the belief that there are three keys to client satisfaction:

ACCOUNTING SERVICES

Our firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.

BOOKKEEPING

Full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.

TAX SERVICES

Our firm offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals and businesses.

PAYROLL

Complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns and offer full magnetic media and electronic filing capabilities.

IRS ISSUES

Complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.

AUDITS

Professional compilation, review, and audit services to businesses of all sizes. We can quickly compile your financial records into meaningful GAAP-compliant financial statements, offer limited-scope review testing, and can deliver complete audit attestation.

SALES TAX

We will register your business with the state, create the bank transfer regimen, report the sales and tax monthly and affect the payment in a timely manner with little or no requirement for management involvement.

ESTATE

Estate planning services to minimize both federal and state estate tax liabilities. Protection of heirs from unneeded emotional devastation that can be caused by estate tax levies.

STATEMENTS

Professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a businesss full profit potential.

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“I can’t thank Fred enough for taking me on as a client. The patience and personal attention he showed me in our first meeting made me very confident that he is the perfect person to help me take my business to the next level. I am very excited to move forward with Fred on my team!”

Amy Young, Leaves of Grass Floral Design

“We trust Fred Koelle implicitly. He by far, hands down, is the best accountant we have ever had. He is kind, courteous, extraordinarily professional and customer focused. He stands up for his clients, not just in words but in deeds. Fred was able to clarify a $19,000 error from the IRS for us, something we never would have been able to do on our own. We have no intention of switching from Fred. The best!”

Alan Mendelsohn, M.D. and Mindy Shapiro

“F.J. Koelle & Associates have been meeting my business and personal accounting needs for close to a decade. They handle payroll, systematic bookkeeping and offer advice on clarifying and updating IRS requirements to make sure that all the proper codes are respected. F. J. Koelle & Associates free me up to focus on my practice that I love, rather than dealing with accounting tedium in which I have no interest.”

Catherine Fine, President, Jaria, Inc.

“I am confident that at F.J. Koelle & Associates, PC, my best tax and financial interests are always foremost.”

Amy Muntz, President, Reign Strategy LLC.

“I have entrusted F.J. Koelle & Associates, P.C. to handle of all of my payroll and business accounting needs. The firm executes my business transactions quickly, professionally and accurately, and is always prompt in taking care of any accounting needs related to my business. Recently Mr. Koelle successfully defended my personal interests against an IRS Examination, saving me thousands of dollars. His knowledge of IRS tax code was instrumental in helping me avoid penalties and further difficulties.”

Alan Ackerman, Esquire

“We have been clients of F.J. Koelle & Associates, P.C. approximately 6 years for our business and personal needs. Mr. Koelle has helped us out in more ways than one. We became incorporated with his help and he saved us a lot of time and money in the process. He keeps you informed by e-mail of the new tax laws and updates that pertain to you. He puts other helpful information in a newsletter that comes out from time to time from his office. The staff is wonderful and is always willing to help you when needed.”

Pam & Jonathan Pera, Owners, Jonathan F. Pera Hardwood Floors, Inc

“I learned more from Fred in an hour than I did from my previous two accountants over the past 12 years! That really meant a lot to me, and I deeply appreciate it.”

Steve Bongard, Owner, SJB Investigative Services, LLC

“I have used Fred Koelle as my personal accountant for twenty years. Throughout that time I have been impressed by his extensive knowledge and keen acumen in dealing with my affairs. I have always been greatly impressed by his ethics and his professionalism.”

Anna Smukler

RESOURCES

Personal and small business accounting tips and tax and regulatory news of interest to our clients.

New Tax Break for LLCs and S Corporations

The IRS recently released details of Section 199A of the new tax code, and it’s [...]

  • Small Business Tax Service in Willow Grove

The Three Keys to Minimizing Taxes for Small Businesses

Many small businesses overpay on their taxes. A recent study showed that 93% of the [...]

The 4 Most Important End-of-Year Tax Tips for Individuals

There are a number of strategies you can utilize to decrease your federal income tax [...]

What Healthcare Costs Can I Deduct?

If you itemize your taxes rather than taking the standard deduction, you can itemize your [...]

VIEW ALL RESOURCES

GET STARTED TODAY

Consulting an experienced Certified Public Accountant is the first step towards financial well-being. Contact F.J. Koelle & Associates today.

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Small Business Accountants

F.J. Koelle & Associates are Certified Public Accounts (CPA) specializing in small business and corporate accounting and business and personal tax preparation.

Willow Grove PA Accountants

We’re accounts in Willow Grove PA and provide accounting services and tax preparation for clients in Willow Grove, Fort Washington, Abington, Jenkinton, Warminster, Feasterville-Trevose.

Contact

F.J. Koelle & Associates, P.C.
Certified Public Accountants
410 Easton Road
Willow Grove, PA 19090

(215) 659-5000

fjkoelle-cpa.com