fjkoelle-cpa.com
Client Review on fjkoelle-cpa.com
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Fred Koelle saved me money, and from the IRS. When I received a notice from the IRS informing me that they were going to audit a recent tax return, I felt sick. My previous accountant had prepared the return incorrectly and took deductions that I could not substantiate and additionally omitted a significant tax from the return! The combined effect of which, Fred told me, was that I was at risk of having to pay thousands of dollars in taxes and penalties. A friend had told me about F. J. Koelle & Associates and the friendly yet professional services they provide. Stacey and Susan are wonderful to work with and they shepherded me through the tax filing ordeal once I became a client. They use the most advanced and secure electronic processes, allowing me to file from my new home in North Carolina (they are in Willow Grove, PA) without leaving the house. I was greatly surprised when I first met Fred as he is unlike any other accountant I’ve met. He possesses a warm personality and an obvious concern for his client’s well being. He can communicate the most complex tax situations in ways that even a layman can understand. And he knows the tax code! I could tell immediately that I was in good hands with Fred. My confidence in Fred was rewarded when he handled the entire audit himself (I didn’t even have to go) and came away with a small amount that I owed. Fred developed a strategy that the IRS accepted for substantiating those questionable deductions and avoided the missing tax entirely! Having F. J. Koelle & Associates as my accountants is a big win for me!
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