Harvey J Koelln, CPA

San Diego, United States

5

Open now

4 reviews

Contacts

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Telephone:
+1 619-681-1965
Website:
www.sumcpa.com
Address:
2550 5th Ave Ste 550, San Diego, CA, 92103
b/t Laurel St & Maple St
Banker's Hill
Nearby public transportation stops & stations:
0.8 miMiddletown
0.9 miCounty Center/Little Italy
0.9 miSan Diego Airport Loop Shuttle
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Today

Today 9:00 am – 5:00 pm
Open now
Local time (San Diego) 12:43 PM Thursday, November 28, 2024

Business hours

Monday 9:00 am – 5:00 pm
Tuesday 9:00 am – 5:00 pm
Wednesday 9:00 am – 5:00 pm
Thursday 9:00 am – 5:00 pm
Friday 9:00 am – 5:00 pm
Saturday –
Sunday –

Description

Specialties

Tax planning and preparation, Financial planning, Preparation of Financial Statements,

Business Consulting, Estate and trust planning,

Outsourced Chief Financial Officer, Payroll Processing,

Bookkeeping Services

History

Established in 2001.

We provide peace of mind and are a full service accounting firm providing tax, accounting and consulting services to businesses, non-​profit organizations, trusts and estates and individuals.

Harvey graduated from NYU and is a CPA in both NY and California. He belongs to the California Society of CPA’s and the AICPA.

Harvey provides thoughtful personalized service and attention to each client’s unique financial circumstances.

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4 reviews of Harvey J Koelln, CPA

No registration required
Place rating: 5
San Diego, CA
I have worked with Harvey together for a few mutual clients. I really appreciate his thorough knowledge of the IRS Tax Code, and it has been an asset to me and my clients.
Place rating: 5
Chula Vista, CA
Harvey is a great individual. As a small business owner with big goals for our business, I was looking for a CPA who could help me grow. I have found that in Harvey. He is easy to talk with and hears you out. Also, I have also just recently opened up a non-​profit, he is very knowledgeable with non-​profits also. I highly recommend Harvey. Pat his assistant is a very welcoming individual. You will get A-​plus service from the first step.
Place rating: 5
La Jolla, CA
If you are an entrepreneur or a small business owner Harvey is the accountant for you! I had meetings with several other accountants in La Jolla prior to my meeting with Harvey. I decided to hire Harvey because of his experience and his customer service. Set up a meeting with him, and you will be impressed !
Place rating: 5
San Diego, CA
I’ve had the pleasure to work with Harvey recently and am thoroughly impressed. He has many years of experience working with high income earners and entrepreneurs. His experience gives him the competitive advantage of a large enterprise, and his service, the personal touch of a small one. Highly recommended.