F J Koelle & Associates
410 Easton Road, Willow Grove, Pennsylvania, United States
About the F J Koelle & Associates
F J Koelle & Associates is a highly qualified and experienced firm of Certified Public Accountants located at 410 Easton Road in Willow Grove, Pennsylvania. Since 1984, we have been providing a wide range of accounting, finance, tax preparation, and personal financial planning services. Our personalized approach focuses on meeting your unique needs, whether it's accounting, tax planning, personal financial planning, or small business consulting. We pride ourselves on responsible action and trust, with all services provided by CPA's who excel in tax and accounting matters. We utilize advanced software and processes to ensure the best outcomes for our clients. Our services include full-charge bookkeeping, tax planning, payroll services, representation before the IRS, estate planning, and financial statement preparation. Our clients in the Greater Philadelphia Metro area, including Willow Grove, Fort Washington, Abington, Jenkinton, Warminster, and Feasterville-Trevose, rely on us for professional and personalized accounting services. Contact us at F J Koelle & Associates for all your accounting and financial needs.
410 Easton Rd, Willow Grove, PA 19090, United States
Opening hours of F J Koelle & Associates
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of F J Koelle & Associates
"Fred Koelle and his wonderful team prepared my tax returns for the first time this year. At every step, they were prompt and wise. Fred, Stacey, and Lynn made a complicated process simple for me. I will continue to rely on their help and business advice going forward."
"TL;DR: This tax office didn’t provide me with professional service and rather made me the customer do the work while collecting a large fee. My piece of advice; please stay away! Warning: this review is quite long but I hope you read, and I think you will thank me later. I honestly don't post many reviews but my experience here was quite appalling so I am posting this so others don't suffer the same experience that I had. My advice to anyone reading is that if your tax return is complicated in any manner, DO NOT use FJ Koelle & Associates. I have a tax situation with multiple sources of income. I tried my absolute best to gather all of my documents and provided Stacey with a detailed email describing my situation and kept following up every couple weeks asking if they required anything. Stacey from the office told me I should be fine and that I was never told I needed to provide everything. Fred called me a couple weeks before the tax deadline saying he is finalizing the draft and that all I needed was an interest form. However, after reviewing my first draft of the tax return I realized that thousands of deductible costs in my return were completely unaccounted for, which I emailed about asking for clarification. Fred called me (this time at 8pm on a Saturday) letting me know, in short, that I had to fix this error and email him back the revised tax form. This was a little over a week before the tax deadline, which gave me barely any time to make adjustments or go to another tax preparer. I also would like to comment that this call was unprompted once again, and he cursed multiple times throughout the call which felt unprofessional. He also refused to take any action to remediate the issue for me. I’m sure you see where my confusion began, because I am not a licensed tax professional and don’t even know where to start as far as taxes are concerned. Fred said I needed to fix this myself and didn’t even let me know what he had already accounted for, meaning I had to scour through my records and find everything myself to fix the errors his team had made. MAYBE I am wrong but I PAID for the service and he expected ME to provide the numbers for him? Fred blamed my disorganized documentation, which I disagree with, but furthermore no one even brought this up during the roughly 2 months where I had even been following up. They had plenty of chances and instead chose to blame me the customer. This was not the kind of service I was expecting for $750+ dollars. If I hadn’t been thorough and picked up on this error in the first place, I would have had to pay taxes on thousands of dollars worth of profit that was NEVER there in the first place. I was unsure what kind of service I was paying for in the first place, because the other accountants I used processed all of this for me without a problem and for cheaper, mind you Due to this horrible experience, I asked Fred for a discount, but. Fred said he would provide a discount that was a little more than 6% of the total cost. This felt like a slap in the face considering how horrible the service had been. I paid the full amount due, and felt that I would rather leave an honest review. For anyone thinking of using FJ Koelle & Associates, I urge you to reconsider especially if your taxes are even slightly complicated. I truly felt duped by all the previous good reviews and I am starting to doubt the veracity of these reviews."
"I was in search of a new accountant due to a recent separation and pending divorce. My first contact with FJ Koelle was with Stacey. She was personable, kind and helpful. She took my number and said Fred would be in touch. Guess what? He called back the same day! Fred gave me extremely helpful advice and even recommended that I remain with my current account for the 2021 tax year. Crazy but honest and ethical. I can’t wait for next year so I can work with Fred and his amazing team!"
"I hired Fred to handle my taxes, personal and business. I was given the impression they had experience with online sales tax management but in reality they had none. I had to consult other tax offices for info to help Fred understand how things needed to be processed. At the end of the day I paid a monthly retainer for services I never received and when telling Fred I wanted a refund of the retainer fees I was told they would go towards “services rendered” and if my new cpa wanted info on last years filing he would share that info with them. This man is a con artist and an extortionist, I highly recommend seeking professional services from someone else."
"I was having a hard time figuring out how to straighten out a tax situation, and I contact FJ Koelle through their website. I got a call back from Fred within an hour, and he very kindly walked me through what I needed to do. He was so nice about everything, and I felt so much better after getting his guidance. I wouldn't hesitate to come to this accountant for any of my tax needs-- Fred is great!"
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