Business Details
Your Trusted Partner for Accounting and Tax Solutions
William G Koch & Associates has built a reputation for delivering exceptional accounting and tax services to business owners, executives, and independent professionals. Our team combines technical expertise with personalized attention, ensuring clients receive tailored solutions that align with their financial goals. With decades of combined experience, we specialize in tax preparation, strategic business planning, and QuickBooks support, while maintaining a commitment to affordability and client satisfaction. Our approach emphasizes proactive tax planning, efficient resolution of IRS issues, and comprehensive financial guidance.Located in Wyomissing, Pennsylvania, we serve clients with a blend of local knowledge and industry-specific insights. Our dedication to continuous education ensures compliance with evolving regulations, while our focus on transparency fosters long-term trust. By handling complex financial matters, we empower clients to concentrate on growing their businesses and achieving personal financial objectives.
Services
Tax Preparation
Payroll Services
QuickBooks Setup
Estate Planning
IRS Audit Representation
Highlights and features
- We offer decades of combined experience in accounting and tax resolution services
- Our team includes CPAs and CGMAs with specialized expertise in business advisory
- We provide personalized QuickBooks setup and training tailored to business needs
- Our proactive tax planning strategies help clients legally minimize tax liabilities
- We deliver affordable rates without compromising on service quality or expertise
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of federal and state tax returns for individuals and businesses. We handle complex tax situations including self-employment income, investment portfolios, and multi-state filings. Clients benefit from our expertise in minimizing tax liabilities while maintaining full compliance with current regulations.
IRS Audit Representation
We provide comprehensive IRS audit representation to protect clients during tax authority examinations. Our CPAs handle all communication with the IRS, organize required documentation, and advocate for favorable resolutions. This service includes audit defense strategies and negotiation of potential adjustments to minimize financial impact.
QuickBooks Setup
Our QuickBooks setup service configures accounting systems tailored to business operations. We implement proper chart of accounts, reconcile existing data, and customize reports for financial clarity. Clients receive training to maximize software functionality while ensuring accurate tracking of income, expenses, and payroll.
Estate Planning
This service develops comprehensive estate plans to protect assets and facilitate smooth wealth transfer. We coordinate with legal professionals to create wills, trusts, and power of attorney documents. Our approach addresses tax implications and ensures clients' wishes are legally documented for future generations.
Payroll Services
Our payroll service handles complete payroll processing including tax withholding calculations, paycheck distribution, and regulatory filings. We ensure compliance with federal, state, and local tax requirements while maintaining accurate employee records. Clients receive timely 1099 and W-2 processing as part of this comprehensive solution.
People
William G. Koch, Sr.
CPA
With over 40 years of experience, William G. Koch, Sr. established the firm's foundation of integrity and technical excellence. His expertise in tax resolution and business advisory services has guided countless clients through complex financial challenges while maintaining strict compliance with evolving regulations.
William G. Koch, Jr.
CPA, CGMA
Building on family tradition, William G. Koch, Jr. brings modern accounting expertise to the firm. As a Chartered Global Management Accountant, he specializes in strategic business planning and QuickBooks implementation, helping clients leverage technology for improved financial management and decision-making.
Allison Koch
CPA
Allison Koch provides specialized tax and accounting services with a focus on individual financial planning. Her client-centered approach combines technical knowledge with personalized guidance, ensuring clients understand their financial options while achieving compliance with tax obligations.
Chris A Luppold
CPA, MBA, CGMA
Chris Luppold offers advanced business advisory services with dual CPA and CGMA credentials. His MBA background enhances strategic planning capabilities, particularly in cash flow management and business valuation. He helps entrepreneurs develop financial frameworks for sustainable growth and operational efficiency.
Denise R. Pine
Non-Profit Specialist
Denise Pine focuses on non-profit organization accounting and tax compliance. She specializes in Form 990 preparation, grant reporting requirements, and tax-exempt status maintenance. Her expertise ensures non-profits maintain compliance while optimizing financial operations for mission-driven success.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including payroll processing, cash flow management, bank financing assistance, and internal control assessments. Our services help business owners maintain accurate financial records while focusing on core operations.
How can you help with IRS tax problems?
Our firm specializes in resolving IRS issues including audit representation, back taxes owed, wage garnishments, and payment plan negotiations. We work directly with the IRS to achieve compliant solutions that minimize financial impact for our clients.
Do you offer QuickBooks support for businesses?
Yes, we provide complete QuickBooks services including initial setup, training, system optimization, and ongoing support. Our CPAs ensure proper configuration for accurate financial tracking and reporting tailored to each business's specific needs.
What estate planning services are available?
We offer estate planning guidance covering wills, trusts, power of attorney documents, and tax-efficient wealth transfer strategies. Our CPAs collaborate with legal professionals to create comprehensive plans that protect assets and fulfill clients' long-term wishes.
How do you handle non-profit organization accounting?
Our non-profit services include Form 990 preparation, tax-exempt status maintenance, financial statement compilation, and compliance with specific revenue and expense classifications required by the IRS for tax-exempt organizations.
What sets your firm apart from other accounting services?
We combine technical expertise with personalized service, offering CPAs with decades of experience in tax resolution, business advisory, and QuickBooks implementation. Our client-focused approach emphasizes clear communication and tailored financial solutions.
Reviews (3)
Nicole N. Robert Ortiz
Mar 26, 2018
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Very very very overpriced it took them a week to do my taxes. Then they give me a envelope and I have 30 days to pay for my taxes which was almost $500I will never go back to this place
Nolen Pagolu
Feb 02, 2017
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It was a very helpful experience and my kids did not have to interfere with the process. It was a very quick process too. I liked how the people where so nice and worked around my budget. Thank you William G. Koch & Associates. :
John S.
Aug 29, 2015
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I had my taxes done here once. It took them about a month to do what I could've done in 2 hours with turbotax. On top of that they charged me an arm and a leg. I definitely do NOT recommend them.
