We Solve Problems®

Since 1977, Bankler Partners has helped business owners with the big financial questions. We help you plan, save money, and solve difficult problems.

Our Services 

What We Do

Since 1977, Bankler Partners has helped business owners with the big financial questions. We help you plan, save money, and solve difficult problems.

Accounting & Tax Planning

Accounting & Tax Planning

We help you understand your numbers and discover ways to save. We look at where you or your business have been and assist in planning for what’s next.
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Exit & Succession Planning

Exit & Succession Planning

If you want to pass your business on to your family or eventually sell it, we help you make a bulletproof plan. Our team will provide guidance so that you can leave on your terms.
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Forensic Accounting

Forensic Accounting

Sometimes, financial problems need to be solved in court. We dig deep into the numbers to assist lawyers and judges with specific financial questions.
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Expert Witness & Litigation Support

Expert Witness & Litigation Support

If you’re in a financial legal case, we can help explain the facts clearly. We work with attorneys and courts to make sure the financial side of the story is told right.
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Our Difference

Why People Choose Bankler Partners

Trusted Since 1977

We’ve been doing this a long time. Our team has helped hundreds of business owners with big decisions when it comes to their business and finances.



We don’t use one-size-fits-all plans. We perform a deep dive into your business and create a plan that fits you.

Financial problems are not simple or straightforward. They are complex and confusing for the majority of people, and that’s where we come in.

Years of Experience
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In Client Savings
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Industries Served
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A terrifying home invasion involving men with masks and guns set Pam Wood on an unexpected path to business ownership in 1981.
What happens when you combine a passion for creating, a knack for business, and deep family values? For Scott Klingler, owner of MergeWorks, it resulted in a thriving family business known for its…
Bessie M. Irizarry loves embracing a good challenge. It’s one of the many reasons she’s earned respect as a female engineer and business owner in predominantly male-dominated fields.
San Antonio native Mark Lopez can’t recall a time he didn’t envision himself following the footsteps of his father, a project manager, into the construction business.
Siew Pang knows that the key to unlocking the American dream can be discovered by embracing unexpected opportunities.
If you’re a San Antonian, you may not want to imagine your weekend without brunch at the city’s beloved Magnolia Pancake Haus.
Greg Thompson has long respected money and how it can catalyze greater things.
You may not be aware of it, but Don Lasseter has helped you throw a party. How do we know that? He’s the franchise owner of six San Antonio-area Party City stores.
Land surveyors aren’t known for exceptional customer service. But why shouldn’t they be? David Breaux set out in 1998 to prove that treating customers right can pay off in any industry.
When Lance Rose sees a business need, he fills it. That’s how he and Terri, his wife of 30 years, have evolved into the proud owners of OverWatch Enterprises, LLC, a cutting-edge security services company.
Matt and Lara Bruhn met while in graduate school at Harvard. He served as an officer and F-15C pilot with the U.S. Air Force.
Growing up in Piedras Negras, Coahuila, Mexico—just south of Texas along the Rio Grande—Oscar E. Flores dreamed of becoming a designer.

Let’s Talk

Let’s take a look at your finances together. We offer a complimentary 1-hour call to review your past tax returns. If we see a way to help you, we will.