Whether your business is the law, or a business with accounting or asset protection needs, our business has been “Solving clients’ problems" since 1977.

Testimonials

Whether you need a forensic accounting or expert witness for testimony during litigation proceedings, simple tax preparation for individuals or complex business financial planning and asset analysis for global conglomerates, or estate planning advice, clients of Steven Bankler consistently comment on his firm’s personalized and professional attention to detail in meeting and exceeding expectations.

Accounting and Tax Planning


Before Clytie Roberts-Glage and Rico Glage became Café Berlin’s owners, they called Steven Bankler, CPA, Ltd. to be sure to have a handle on things from the start, including how to structure the business, apply for the licenses and navigate the world of business bookkeeping. With Bankler’s team of experts they are discovering new ways to invest Café Berlin’s profits into planning for the future. This includes establishing a solid exit plan to enjoy the next phase of their life when it’s time to retire. --Rico Glage and Clytie Roberts-Glage, Café Berlin, Owners, Washington, D.C., Client Spotlight


For corporate professionals handling complex multi-million dollar budgets and VIP accounts, the day-to-day accounting of a small business can be daunting.  “We sought out Steven before signing up for the franchise because of his expertise with start-up capital issues. Steven’s team has been amazing, propelling us forward with plenty of caution mixed with just the right amount of hand holding."  --Jason and Colleen Benavides, Bahama Buck's Leon Springs, Owners, Texas Client Spotlight


 "The Bankler motto is true; we really have saved money. Steven helped us restructure and find smarter ways to do business. Other accountants will tell you, ‘I don’t see anything in the tax code that says we can do it.’ And that will be the end of it. Steve has the experience and confidence to know better. He’ll tell you, 'I don't see anything in the tax code that says we cannot do it.' And then he’ll set off to investigate.” --John F Dini and Leila Dini, MPN, inc., Owners, Texas Client Spotlight


“Steven is really hands-on, which I love. When he sees an opportunity, he will pick up the phone and call me. He’s constantly watching out for us. He has also been able to help in a surprising way: by strengthening the company’s sales pitch to potential clients.” --Steve Franklin, American Dream Vacations, Owner, Client Spotlight


“From day one Steve has impacted me personally and professionally. I was impressed with his strong analytical and problem solving skills, his focus on working with privately held companies, and his diverse staff of brilliant CPAs.” --Janie Gonzalez, Webhead, Chief Executive Officer, Texas Client Spotlight


“I saw firsthand Steve’s creativity and thought process. When an opportunity presented itself to leave my existing accounting firm, Steve was the only one I called.” --Chapman Stout, Medlars, Owner, Texas Client Spotlight


“Steve is very knowledgeable. He has advised me on tax planning opportunities, and additionally represented me during an audit. I felt comfortable and confident the entire time.” --Dr. Werner Ned Keidel, Cedar Canyon Ranch, Owner, Texas Client Spotlight


“We learned there are different types of accountants, but if you want one who is going to find creative ways to fight for your dollar you have to hire an accountant like Steve.” --Martin & Kim Sanchez, Sanchez & Associates, Owners, Texas Client Spotlight


"In the first four months of using Mr. Bankler's services, we received refunds from the IRS for more than $180,000 from past tax returns—for which our former accountant was totally oblivious! We also were audited by the IRS on a corporate level and thanks to Steven paid no additional taxes to the government. Bankler does not back down from an auditor and fights for us as if it is his own money at stake."
--Ken Green, President, Amken Orthopedics Inc., Hicksville, New York


"Running multiple companies is a difficult challenge. Even more difficult is keeping the accounting records and government requirements in compliance. For the past five years, Steven Bankler CPA and his staff have simplified my work by advising and assisting my staff accountant. My experience with Steve has built a level of confidence in me about his firm, which gives me the ability to not worry about the books but instead focus my efforts on growing 1st Choice Companies. Steve's accessibility and competence makes him invaluable to us. He's always there when I call, and if he's away on a trip, I have confidence and trust in his staff. Steve has a creative mind, which when applied to our tax returns ensures we pay only what is fair and legally compliant. Where other CPAs may not be so aware of every single thing available to us, Steve is."
--Edwin L. Lauterstein, President, 1st Choice Heating & Air Conditioning LLC,
1st Choice Restaurant Equipment & Supply LLC, 1st Choice Leasing LLC, Texas Client Spotlight


"We met Steven Bankler about 20 years ago after another physician referred him to us. We were looking for someone with more credentials. The more you practice, the better you get, and Steven has vast experience. We used a bookkeeper while in residency and later used someone who did not know about business. Then we hired Steven to manage our business accounting and to advise us about retirement planning. We admire his organizational skills and knowledge, especially concerning taxes. He keeps us in good shape with taxes. Today's tax laws are thousands of pages. We don't have time to read or understand all that. Steven does. We also appreciate his consistency and availability."
--Bernard R. Cavazos, Jr., M.D., F.A.C.O.G. and Carolyn Lewallen Cavazos, M.D., F.A.C.O.G.
Private Practice, Owners, Oak Hills Women’s Center, Texas Client Spotlight


"I met Steven Bankler in 1998 when a lawyer recommended he be consulted to determine the value of our store’s lease, which South Park Mall wanted to buy out. In the process, Steven looked at my financials and found my former preparer had incorrectly done my taxes to the tune of $35,000. He recovered all of it for us. Steven is brilliant. He has since prepared our taxes and leveraged our assets, including setting up various entities to our best tax advantage. He is a good advisor who has skillfully guided me, and his advice has positively influenced my business decisions. If I’m thinking about doing this or that, I can call him and ask his opinion. Steven is amazing to work with! And he’s just a phone call away."
--Sarah Bishop, Billy’s Western Wear, LLC, Texas Client Spotlight


"It has been my pleasure to have been associated with Steven Bankler, CPA since April 2007. I am in general construction, and accurate and timely financial information is an important element of the functions of our business. I have been in business for over 40 years and we are receiving the best financial support ever from Bankler and his staff. Steve has always been personally available to assist in working out complicated banking, bonding and tax issues."
--Manning B. Pletz, Pletz Construction LLC, Owner, Texas Client Spotlight


"I have used Steve for tax and business formation advice for approximately 30 years. The length of my tenure as a client should speak volumes as to my respect for his advice, quality of work and responsiveness."
--Ross Bacon, President, Key Insulation, Key Green Builder Services, Builders Energy Rater, IBS Advisors,Texas Client Spotlight


"We first came to Steven to prepare our income tax return. He was able to show us tax savings that our previous accountant had not taken advantage of. At the time, we had been using one of the nation’s largest brokerage firms to handle our investment portfolio. The more we worked with Steven, the more we were impressed with his knowledge and expertise. Since turning our investments over to Steven, he has given us much better advice and guidance that has resulted in a greater rate of return. There is much to say for someone who actually cares and stays on top of what is going on in the marketplace. Thank you, Steve!"
--Jewel McCullough, Realtor, Texas


"As clients of his for more than 25 years, my parents recommended Steve Bankler. In the entertainment industry where I work, there are a lot of intricacies in the tax laws and codes that Steve has been brilliant utilizing to my advantage. My income increased significantly over the past two years and Steve maximized my tax deductions all at a price far lower than a business manager, which most people in my industry use, would have charged. Most importantly, I frequently work outside the United States and earn income from all over the world. Steve has connections with accountants in all the countries where I work, which ensures all the varying tax laws are followed and complied with. Even though I live in Los Angeles, I use Steve for all my tax needs. I can’t recommend him strongly enough."  --S.R., TV and Film Actor, Los Angeles, California


"What an honor to talk about how wonderful Steve Bankler is! He clearly is gifted in his field; he's personable, customer-oriented and very easy to understand. Anyone who can figure out the Byzantine world of clergy taxes while also handling parish payroll and demystifying investment strategy is certainly noteworthy, to say the least! In short, he and his staff have been a blessing to us."
--Rev. CB “Chip” Harper, Rector, All Saints Anglican Church, San Antonio, Texas


"As an entrepreneur and small-business owner, I found from my own costly experiences that figuring out accounting solutions was not in my skill set. Like Steve told us and he was right: "You tried the cheap way first, but it didn't exactly work out for you, did it?" Once we presented Steve and his team our set of problems, they were able to find not only a short-term solution but also a working plan of action to allow our business to move forward."
--Randy Smith, President, Forum Systems, San Antonio, Texas Client Spotlight


"We have been clients of Steven Bankler CPA for over 30 years. Not only has he been receptive and accessible but he has saved us millions because of his legal creativity."
--$20 million family-owned limited (mutual fund) partnership, San Antonio, Texas


Litigation Support and Expert Witness

"I wanted to write to thank you, Steven, for your hard work and dedication on behalf of our client. You performed in an extraordinary, very professional manner that substantially contributed to a fabulous result for our client. You were extremely knowledgeable and well-prepared, which translated into very competent and convincing testimony. You were able to explain complex financial matters in relatively straightforward terms, which made it easy for our arbitration panel to follow. We truly appreciate your efforts."
--Litigation Attorney, New York, New York

Expertise

When you hire Steven Bankler and his team of certified public accountants, you get seasoned, knowledgeable CPAs.

The IAPA International LogoRather than experienced bookkeepers, promising CPAs-in-training or studious interns in the process of completing their accounting degrees, you get professional CPAs. We Solve Problems. We provide creative solutions to our clients’ unique problems including tax and estate planning, forensic accounting, expert witness and litigation support.

Testimonials

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