Tax Planning

Provides professional tax planning services for individuals and businesses.  By combining Certified Financial Planners and tax planning professionals, we can invest and advise you about the advantages of your investments.  We are acutely aware that taxes may have a profound effect on your investment portfolio and we will always take tax ramifications into account when investing or reinvesting your assets.  Koehler Financial Services, Inc. does not prepare tax returns and we are not enrolled agents with the Internal Revenue Service.  We will however work with your tax preparer by sharing our ideas with your professionals.

IPad and IPhone users please use the links below.

Tax Reference Sheet Page 1
Tax Reference Sheet Page 2

Tax Questionnaire Page 1
Tax Questionnaire Page 2

Erica Momany, 
Registered Investment
Advisor Associate