Whether your business is law, construction, manufacturing, retail, or government contracting, and you require exit planning, asset protection, or a tax planning solution, our business has been "solving clients' problems" since 1977.

Is It Time to Sell the Business?

Is It Time to Sell the Business?

Timing is everything. But what is the best “timing” when it comes to selling your business? It’s certainly an individual decision (no two business owners’ situations are alike). But to help identity what’s right for you and your business, look for these clues: Your...

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From Risk to Managing Partner

From Risk to Managing Partner

    Gina Valorz joined Steven Bankler’s CPA firm in 1996 and Bankler Advisory, the investment advisory service of Steven Bankler’s CPA firm, in 2001. Today, Valorz is the managing partner for Steven Bankler CPA Ltd. She was elected to the position in...

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Tipped Employees and the New 80/20 Rule

Tipped Employees and the New 80/20 Rule

The U.S. Department of Labor’s newly revamped “80/20 guidance” for tipped workers is in effect after an emergency motion to withdraw it was denied. What is it and how does it affect Texas restaurants and other tip-based businesses? Restaurants in most states including...

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When You Can’t Pay Your Federal Taxes

When You Can’t Pay Your Federal Taxes

It’s hard to get taxes right, but what if you’re surprised with a shockingly high federal tax bill you didn’t know you owed? The IRS offers some options, but if it’s a significant amount, turn to a CPA for help. More than half of U.S. taxpayers know that they pay an...

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Crypto & Your Taxes

Crypto & Your Taxes

Cryptocurrency went from being largely unregulated and untaxed to being one of the most closely watched taxable activities practically overnight. A little checkbox showed up near the top of 2020’s Form 1040, asking a yes-or-no question about it. You may have...

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