Testimonials

Whether for forensic accounting expert witness 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 continue to consistently comment on his firm’s personalized and professional attention to detail in meeting—and often exceeding—expectations.

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Litigation Support and Expert Witness

“Mr. Bankler’s work as an expert witness is characterized by his ability to think outside the box while retaining technical specificity and cost-effective solutions to complex problems of accountancy. His ability to analyze new information as it develops in a trial setting, and then to guide and effectively advocate the client’s position, elevates him to a select tier of accounting experts.”
--Litigation Attorney, San Antonio, Texas

“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

“Just want to thank you for all you did for me. I have never had anyone actually do exactly what he or she said they were going to do! Even more, you were always one step ahead of me. Anyway, job well done. You don’t know what a weight has been lifted from my shoulders.”
--Mary Jane Garza, San Antonio, Texas

Forensic Accounting

“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

General Accounting — Another Profit Center®

“I was recommended to Steve by a friend who is one of Steve’s clients. I have benefited from Steve’s expertise on an accounting level as well as forensic level as my company and tax situations have grown more and more complex.”
--Jeanne Martin, President, Quest College, San Antonio, Texas, Client Spotlight

“Thank you for working with us. Your firm's professionalism and experience is a vast improve of the services provided to Webhead over the years. I have seen a tremendous improvement and better understanding on how to protect our financial and legal interest. Your recent assistance with the subsidiary was very helpful and much appreciated.”
--Janie Gonzalez, President, WebHead, San Antonio, Texas

“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 1^st 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, 1^st Choice Heating & Air Conditioning LLC,
1^st Choice Restaurant Equipment & Supply LLC, 1^st Choice Leasing LLC,
San Antonio, Texas Client Spotlight

“For over 25 years, Steven Bankler has been the Bass family’s accountant. When I founded ACE, Steve developed a tax strategy for our business in order to minimize our taxes. He helped us handle the acquisition of Mission Stone, a local cast-stone fireplace mantle company. And today he helps with tax planning and investments. Over the years, Steve has helped my family save money, ensuring we keep more of what we earn.”
--Michael Bass, Owner, ACE Foam Designs, San Antonio, 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. Steven is readily available whenever we have questions, and year after year, he gives us great service! And as to planning for retirement, Steven is outperforming other investment advisors we’ve worked with in the past; they are nice people who work for large investment firms and banks, but Steven has proven he can do a better job for us.”
--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, San Antonio, Texas Client Spotlight

“Steven Bankler CPA has been my accountant for several years. Steven is the only CPA who PAYS ME for his service! By following his advice, the savings he has found has paid for his services each year AND put funds into my pocket. Not only does he ‘solve problems,’ but he has become ‘another profit center’ for my business. Thanks, Steven!”
--Phillip Rathbun, President, Advanced Imaging Services, Inc., San Antonio, 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, Boerne and Kerrville, Texas Client Spotlight

“Flo-Aire Service, Inc. has used Steve Bankler for many years. While always professional, Steve, Gina and Julie are always friendly and personable. They are extremely knowledgeable and Steve always knows the best way to do our tax and financial statements. He also gives great financial advice. We will be with him for many years to come.”
--Linda McDuff, Flo-Aire Service, Inc., San Antonio, Texas Client Spotlight

“Faced with a tax problem, we were referred to Steve by a friend, who also was a client of Steve’s. In addition to solving the tax problem, Steve has consistently provided proactive tax-saving advice. I have been a satisfied client for almost 20 years.”
--John Bianchi, Owner, J. Anthony’s Refrigeration Inc., San Antonio, 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, San Antonio, Texas

“I met Steven Bankler in 2007 through a referral. Steven offered me a business model that allowed me to benefit from significant tax savings in a very critical year. Steven’s expertise has provided notable tax savings in each succeeding year as well. Steven also ably represented Princess in an IRS audit last year that concluded with a no-change report.”
--Amir Kamel, Owner, Princess Beauty Supply, San Antonio, 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,
San Antonio and Austin, Texas Client Spotlight

“Steve is the most creative thinker I know in the accounting profession. I refer our business-owner clients to him when they are frustrated with the costs of compliance. He plays within the rules, but he can look at the rules with an exceptional understanding of what they require, and what they merely suggest.
--John Dini, MPN Incorporated, San Antonio, Texas

“Steve is knowledgeable, up-to-date and available when I need him. I have complete peace of mind that my taxes are in good hands. In my practice as an intermediary in business sales, I feel confident that he can bring to the table the creativity necessary to design the best structure for a transaction involving change of business ownership.”
--Carlos A. Zubillaga, Principal, Ingenia Partners LLC, San Antonio, Texas

“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, San Antonio, 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

“Steve Bankler has provided tax accounting services for our family and professional association for over 25 years. He and our attorney arranged for a family limited liability corporation. During the past three years he has provided financial and investment services. I consider Steve a good friend as well as an excellent accountant and advisor.”
--David and Virginia Mullins, Tribal Relics, Ltd., San Antonio, Texas

“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

“We recently completed a sale of the assets of two family-owned Sub-S corporations. Steve Bankler’s advice and direction in structuring the transaction proved invaluable in terms of avoiding pitfalls and minimizing our tax liability.”
--Capt. L. Carper, Uvalco, Uvalde, Texas

“In my consulting business, I have referred several clients to Steve. He remembers some of the smallest details of tax laws and works hard at providing value that is much greater than what he charges. I’ll gladly refer him again.”
--Dan Eason, Marketing LCR, San Antonio, Texas

“Since working with Steven Bankler, we have saved on both company and personal taxes. We have been able to increase our retirement, keep our company profitable and not worry about getting into problems with the IRS. I have and will continue to recommend Bankler’s services to other small-business owners.”
--Debra Reed, W&R Services, Inc., San Antonio, Texas

“Steve, as you might have guessed, at the beginning and being the tightwad I am, I was a bit shocked at the cost of your service for my 2007 taxes and 2008 quarterlies. However, I have been pleased with your professional product and particularly happy with the worry-free results of your service, including the preformed quarterlies. I may very well use your tax service for 2008!”
--Ed Swearingen, Marfa, Texas

“Steven Bankler goes well beyond what one expects from an accountant both in service and creativity. Whether he is designing a business entity for my professional practice or developing financial aspects of an estate plan, he is creative, inventive and accurate. He and his staff respond to our needs with a positive and enthusiastic attitude.”
--H. H., PhD, San Antonio, Texas

“We have used Steven Bankler CPA for our income taxes for the past several years. Besides being a fine gentleman, we have found Steven to be very knowledgeable. He has saved us considerable money by advising how to structure our companies.”
--M.S., Real Estate Development, McKinney, 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

“Steve always brings a creative mind to the negotiating table. He has an ability to structure difficult deals with a keen business sense. He really does ‘solve problems’.”
--Mark H., Real Estate Investor, San Antonio, Texas

We Solve Problems®