Fred Koelle, a Certified Public Accountant (CPA) and the founder of Frederick J. Koelle & Company, has been servicing individuals and businesses in Willow Grove, PA for over 35 years. With a passion for building lasting client relationships and delivering personalized solutions, Frederick J. Koelle & Company has become a trusted partner in financial success.

Our Team: Experienced Professionals at Your Service

Our dedicated team of experienced Certified Public Accountants (CPAs) and financial professionals has extensive expertise in a wide range of accounting, tax, and financial services. We take pride in fostering open communication and personal relationships with clients, ensuring their individual needs are met with attentive care and expertise.

Services Offered

Tax Preparation and Planning

Comprehensive tax planning and compliance services for individuals and businesses.
Minimizing your tax burden through strategic planning and proactive approaches.
Preparation of federal, state, and local tax returns.

Business Support Services

Full-service bookkeeping, including general journal maintenance, bank reconciliation, and financial reporting.
Accounting system setup and implementation.
Payroll processing and tax filing.
Business consulting and financial planning.
Audit representation and tax negotiation services.

Our Values: A Foundation for Success

At Frederick J. Koelle & Company, our core values guide us in providing exceptional client service and achieving successful outcomes. We believe in:

Communication: Open and clear communication is the foundation of strong client relationships.
Professionalism: We uphold the highest ethical standards and adhere to stringent industry regulations.
Innovation: We embrace new technologies and approaches to deliver innovative solutions that meet your unique needs.
Client Focus: We prioritize understanding your individual goals and aspirations to provide personalized solutions.

We are committed to helping you achieve your financial goals and navigate the complexities of the financial landscape with confidence.

Update Share

Positive: The firm's staff is highly knowledgeable, responsive, and helpful in addressing tax-related concerns, with most reviewers providing glowing reviews.

Negative: One reviewer expresses disappointment with the firm's inexperience in online sales tax management, leading to poor service.

Overall Impression

The reviews for FJ Koelle & Associates are overwhelmingly positive, with 12 out of 13 reviewers giving the firm 5-star ratings. The majority of the reviewers praise the firm's professionalism, responsiveness, and expertise in handling their tax needs.

Helpful and Knowledgeable Staff

The reviewers consistently praise the firm's staff, particularly Fred Koelle, Stacey, and Lynn, for their helpfulness, knowledge, and promptness in addressing their tax-related concerns. Many reviewers note that the staff takes the time to explain complex tax concepts in a clear and understandable manner.

Tax Preparation and Consulting

The reviewers appreciate the firm's attention to detail in preparing their tax returns and providing expert advice on complex tax issues. They also praise the firm's ability to handle unique and complicated tax situations.

Unreliable Review

One reviewer, Buck Beason, provides a negative review, describing a poor experience with the firm's handling of his tax needs. He claims that the firm was inexperienced in online sales tax management and that he received poor service.

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