Tax Planning

We provide professional tax preparation for individuals and businesses.  By combining Certified Financial Planners and tax professionals, we can invest and advise you about the advantages of your investments.  We use state-of-the-art computer systems to compute your tax return and to directly file with the IRS; the most precise and expedient method available

Sandy Welch has been a member of the Koehler Financial Services team since January, 1995 preparing individual federal and state income tax returns.  Sandy has a Bachelor of Arts degree in Math and Science education and a Masters of Business Administration, both from the University of Michigan.  She also has successfully completed several accounting courses at Western Michigan University and participates in annual tax regulation update seminars offered by the University of Michigan.

Sandy Welch
Accountant