Koehler & Associates, CPA's, Inc.

AccountingCalifornia, United States11-50 Employees

Koehler & Associates, CPA's, Inc. is a California accounting firm based in San Jose that serves individuals and small to midsize businesses. The practice offers a broad suite of services, including tax preparation and planning, accounting, bookkeeping, payroll, budgeting, sales tax, and audit representation, along with system and QuickBooks support. It emphasizes a personalized, relationship-driven approach, supported by the firm's diverse technical expertise and ongoing professional education to address evolving tax and financial trends and provide clarity for clients' financial lives.

In addition to core accounting work, the firm provides estate planning services such as living trusts and complex trusts for estates. It also supports business clients with entity selection and formation, liability protection, tax planning, payroll and 1099 preparation, retirement solutions, and audit representation. Located in the San Jose area, the firm operates as a small to midsize practice focused on serving individuals and small to midsize businesses with comprehensive financial services.

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