Kohler Financial Services Inc.

5(23 reviews)Port Orange, Florida
Kohler Financial Services Inc.
By owner
Street View & 360°
Kohler Financial Services Inc.
By owner
Street View & 360°

Services

Service Options

Accessibility

Business Hours

Sunday
Closed
Monday
10 am–6 pm
Tuesday
10 am–6 pm
Wednesday
10 am–6 pm
Thursday
10 am–5 pm
Friday
Closed
Saturday
Closed

Find Us on Google Maps

145 Lakeside Dr E, Port Orange, FL 32128, United States

Customer Reviews

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Reviews

5(23 reviews)
Esther Ventura
May 2, 2024on
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This is my 3rd year, but 2nd year since I've been married. I trust Kohler Financial Services Inc. I recommend them. They are very professional, patient as well as helpful. The place is beautiful too.

Jeni Plude
Apr 7, 2024on
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Marc Kunze
Mar 6, 2023on
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Two years ago my wife and I were referred to Kohler Financial Services Inc. here in Port Orange. Wow, when I reached out my initial conversation was with Sherman a man who is clearly a gifted communicator. He listened and answered all my questions with such excellence that deciding to work with Kohler Financial Services became a no-brainer. When It was time to visit their amazing office, I had a chance to meet the entire staff, and again, nothing but kindness and professionalism. Amy would be the one to help me with my small business needs and was just awesome. Easy to talk with, able to lead making the process effortless and in my case making complex situations easy. Amy and the entire staff have been such a blessing to our family and their level of personal customer care is just rare. If you are looking for a tax professional that you can trust and who has your back then this is the place for you! 5 STARS*****

Anne-Marie Fila
Nov 7, 2022on
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My husband and I have conducted business with them for quite a few years now. For both personal and business purposes. They have always exceeded our expectations with each visit.

fay baker
Nov 7, 2021on
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Positive Responsiveness, Professionalism

Amanda Crosby
Nov 7, 2021on
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Shawn Planas
Nov 7, 2021on
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I’m super happy with trusting the recording keeping of my small business with them. Sherman is super helpful, friendly and gets back to me very fast! Positive Professionalism

Dena Gritter
Nov 7, 2021on
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Amy and Sherman are always ready to answer any question. They are kind. courteous, and knowledgeable with all the changes that happen each year. I highly recommend them. Positive Responsiveness, Quality, Professionalism

Sherman Coleman
Nov 7, 2021on
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Great

J Merced
Feb 8, 2021on
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I am very grateful that I met Amy Smith and her team. They are very knowledgeable and very reliable. They took the time to patiently explain what I needed to know to be compliant with the IRS and run a proper honest business. They are always there to answer any question and promptly return any phone calls or emails. I was with my previous accountant for 17 years and really set on staying with them. That is until I started my own business. Then I realized how in the dark and uneducated I was. THANK YOU VERY MUCH AMY SMITH FOR THE EDUCATION AND PEACE OF MIND!! You not only helped to increase my return, you also showed me how to continue being honest. I really appreciate everything and look forward to working with you.

Rebecca Weller
Nov 7, 2020on
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The Kohler family has helped me for many years. They are the best. I will always trust them with my tax return.

Kelly Nearhoof
Mar 20, 2019on
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Made a stressful, time consuming tax process a breeze! Amy was personable, knowledgeable and a complete pleasure to work with. We will absolutely be continuing our business with Koehler Financial Services. Highly recommend!

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