Full-service CPA firm with affordable rates and friendly service
David R. Koehler · CPA, CFP, PFS, Founder · San Jose, California, United States
1994
Founded
13+
Team
3
Services
San Jose, CA and surrounding areas
Service area
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.
David R. Koehler
CPA, CFP, PFS, Founder · CPA, CFP, PFS
David Burnley
Sr. Tax Manager · CPA
Liz Flores
Tax Manager · CPA, PFS, TEP
Toby Koehler
Tax Manager · EA
James Kunz
Corporate Tax Manager · CPA
Diane Ollila
Sr. Tax Manager · EA
Rich Walsh
Tax Manager
Credentials: CPA, CFP, PFS, EA, TEP
Languages: English
Serves: San Jose, CA and surrounding areas
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