Steven Bankler
Senior Partner | CPA, PFS, Cr.FA, CFF, CGMA

Career Background

Steven Bankler has more than 43 years of experience in the accounting industry. He established his CPA firm in 1977 and has been solving the pains and making gains for his clients ever since. Steven’s expertise lies in consulting, planning and tax and financial statement services for closely held businesses, litigation support (both as testifying expert witness and consultant expert) in a variety of areas of litigation (including business, bankruptcy, estate and divorce), sophisticated tax and business planning, business negotiations and estate planning.

Steven was employed by the United States Senate as sole investigative accountant to provide tax and accounting services to the Special Whitewater Committee. He was also a pro bono consultant to the United States Senate Banking Committee’s inquiry into Swiss banks’ involvement in holding Holocaust victims’ assets.

Read Steven’s CV

Client Spotlight 

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…
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…
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…
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…
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…
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…
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….

Our Team

Steven Bankler

Senior Partner | CPA, PFS, Cr.FA, CFF, CGMA

Steven Bankler

Senior Partner | CPA, PFS, Cr.FA, CFF, CGMA
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Gina Valorz

Managing Partner | CPA, PFS, CGMA

Gina Valorz

Managing Partner | CPA, PFS, CGMA
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Jane Guenther

CPA

Jane Guenther

CPA
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Naureen Tejani

CPA

Naureen Tejani

CPA
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Jane Bankler

Master Shredder

Jane Bankler

Master Shredder
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Tara Lowe

CPA

Tara Lowe

CPA
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Laura Fair

CPA

Laura Fair

CPA
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Monica Fern

CPA

Monica Fern

CPA
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Ingrid Valdes

CPA

Ingrid Valdes

CPA
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Monica Brady

Firm Administrator

Monica Brady

Firm Administrator
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Cathy Hooks

CPA

Cathy Hooks

CPA
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Faye Casell

Administrative Support

Faye Casell

Administrative Support
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Terri Cortez

Receptionist

Terri Cortez

Receptionist
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Kat Guenther

Administrative Support

Kat Guenther

Administrative Support
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Vanessa Aguilar

Administrative Assistant

Vanessa Aguilar

Administrative Assistant
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Chipper Lamm

CPA

Chipper Lamm

CPA
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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.