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.
“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!”
“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!”
“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.”
“I am confident that at F.J. Koelle & Associates, PC, my best tax and financial interests are always foremost.”
“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.”
“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.”
“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.”
“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.”
RESOURCES
Personal and small business accounting tips and tax and regulatory news of interest to our clients.
Tax Deductions and Credits for College Expenses
The federal tax laws provide several credits or deductions to help taxpayers who have higher-education expenses for themselves or their dependents. There are, of course, various income caps and limitations. However, a qualified tax accountant [...]
Tax Implications of Doing Work in Philadelphia
you In 1939, Philadelphia was the first city in the U.S. to implement a wage [...]
Easy Ways to Track Mileage for Your Mileage Tax Deduction
For many small business owners in the Willow Grove area, miles driven is often an [...]
Social Security Scam Calls
When a caller who claims to be from the Social Security Administration (SSA) or the [...]
Update on Tax Return Filing Dates and Coronavirus
Are Tax Return deadlines going to be extended? As of March 19, 2020: As you [...]
GET STARTED TODAY
Consulting an experienced Certified Public Accountant is the first step towards financial well-being. Contact F.J. Koelle & Associates today.