Dave has helped us with our taxes for over 10 years. We have also worked with him and his colleagues for financial planning. They are fantastic....really responsive and professional and tech...
David Koehler, CPA
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Koehler Associates CPA's Inc. is a full-service CPA firm based in San Jose, CA, offering a comprehensive range of services tailored for business owners, executives, and independent professionals. With a commitment to affordability, experience, and personalized service, they aim to help clients achieve their financial goals efficiently and discreetly.
The firm prides itself on delivering close personal attention and professional expertise while ensuring quality service for both individuals and businesses. Their offerings include tax planning, business services, financial guidance, and payroll solutions, all designed to allow clients to focus on what they do best.
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Reviews
WARNING: **AVOID AT ALL COSTS!** Before having David's team prepare my tax return, it was agreed upon and confirmed in email with his team that I would pay the same amount as last year for my tax...
Best CPA firm out there in the greater Bay Area. Koehler and team are always patient, sincere, and caring when it came to my GF's taxes and her financial situation. Without their help, we...
OMG, people. Worst excuse for a Tax preparing outfit, ever. I trusted them when they advised me to give them my banking info so they could set me up with future quarterly tax payments to be...
It is time to recognize Ally O'Neill, our Financial Planner, for her outstanding performance. Ally is a fabulous person who has her client's best interests constantly in mind. She puts her...




