Koehler & Associates CPAs

Full-service CPA firm with affordable rates and friendly service

David R. Koehler · CPA, CFP, PFS, Founder · San Jose, California, United States

CPACFPPFSEATEPFree consultation

1994

Founded

13+

Team

3

Services

San Jose, CA and surrounding areas

Service area

About Koehler & Associates CPAs

Koehler & Associates, CPA's Inc. has been serving the San Jose, California area for over 25 years. Founded by David R. Koehler in 1994, the firm combines technical expertise with strong customer relationships to deliver lasting value to clients. The team offers comprehensive tax preparation and planning for individuals and businesses, bookkeeping and payroll services, QuickBooks support, financial planning, and estate and trust services. With a focus on personal service and accessibility, the firm provides one-on-one guidance to help clients manage risk and improve performance. The team includes CPAs with specialized expertise in fiduciary taxation, investment advisory services, and international tax compliance. Clients benefit from the firm's commitment to professionalism, responsiveness, and quality, with experienced staff dedicated to providing clear explanations of complex financial matters.

Services

Industries Served

Team & Leadership

DR

David R. Koehler

CPA, CFP, PFS, Founder · CPA, CFP, PFS

DB

David Burnley

Sr. Tax Manager · CPA

LF

Liz Flores

Tax Manager · CPA, PFS, TEP

TK

Toby Koehler

Tax Manager · EA

JK

James Kunz

Corporate Tax Manager · CPA

DO

Diane Ollila

Sr. Tax Manager · EA

RW

Rich Walsh

Tax Manager

Get in Touch

Visit Website(408) 286-7400Email

Contact Koehler & Associates CPAs

At a Glance

Credentials: CPA, CFP, PFS, EA, TEP

Languages: English

Serves: San Jose, CA and surrounding areas

Location

San Jose, California

United States

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