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.
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Erica Momany,
Registered Investment
Advisor Associate