Welcome to
Bankler Partners

Since 1977, Bankler Partners has delivered strategic financial guidance with a focus on problem-solving, integrity, and long-term client relationships.

Our Mission

At Bankler Partners, our mission is to provide thoughtful, strategic accounting and tax solutions tailored to the needs of business owners. Whether navigating complex tax planning, structuring an exit, or protecting assets, we take a personalized, problem-solving approach rooted in deep industry experience. Since 1977, we’ve earned the trust of clients across law, construction, manufacturing, retail, and government contracting. Our goal is simple: to help clients make confident financial decisions and build long-term value with clarity and integrity.

Our Vision

We envision a firm where every client, regardless of industry or stage of growth, feels empowered to face financial complexity with confidence. As the tax landscape evolves, our focus remains on proactive guidance, trusted relationships, and practical solutions that stand the test of time. We aim to be a long-term partner to business owners — not just during tax season, but throughout the full arc of their success. By fostering a culture of insight, accountability, and continuous learning, we strive to set the standard for professional excellence in accounting and advisory services.

A Legacy

Since 1977

For over four decades, Bankler Partners has helped business owners navigate complex financial decisions with clarity and confidence. Founded in 1977, our firm has grown through long-standing client relationships and a commitment to personalized, strategic service. From tax planning and asset protection to business transitions and beyond, we’ve built our reputation on solving problems that matter — and doing it with integrity.

Steve Established Firm
Steve Takes On New Roles
Steve becomes a Charter Member, IRS District Director, Liaison Committee
Clinton Tax Returns
Steve provides analysis on Clinton tax returns for multiple newspaper articles appearing in Wall Street Journal and Tax Notes
Steve tapped by Time Magazine to provide calculations and commentary on tax-related
Inquiry into Swiss banks’ holdings of Holocaust victims’ assets
Steve is the sole Forensic Accounting consultant for the Senate Banking Committee’s Senate Inquiry on Whitewater Consultant to Senate Banking Committee’s inquiry into Swiss banks’ holdings of Holocaust victims’ assets
Gina Valorz Joined Firm
We Solve Problems
“We Solve Problems” trademarked as the official tagline (slogan?) for the firm.
Move to Colonnade Building
Steve & Gina become Certified as Personal Finance Specialists
President, Americas Region, IAPA International
President, Americas Region, IAPA International
US Representative to International Board of IAPA
Gina Named Managing Partner
Steve becomes a Charter Member of the San Antonio Chapter of XPX (Exit Planning Exchange)
Acquired new talent to double size of firm
“Best Places to Work” by San Antonio Business Journal
Steven Bankler CPA names one of the “Best Places to Work” by San Antonio Business Journal Firm named a “Top Accounting Firm” by SABJ
Steve serves as President of the San Antonio Chapter of XPX
Named “Best Places to Work” four consecutive years
"Top Accounting Firm” by SABJ
Steven Bankler, CPA becomes Bankler Partners, LC Named a “Top Accounting Firm” by SABJ Expanded to new offices within the Colonnade Building
1977
1987
1994-1998
1995
1996
1996
1998
1999
2011
2011-2013
2011-2013
2013-2015
2015
2017
2019
2020
2021-2023
2022-2025
2025

The Benefits
of Bankler Partners

Built for business owners

Built for business owners

We focus on helping owners manage tax complexity, improve cash flow, and protect their bottom line. Whether you’re growing, selling, or passing your business to the next generation, we work to align our strategies with your goals and timeline so you can plan ahead with confidence.
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Decades of trusted relationships

Decades of trusted relationships

For over 45 years, business owners and families across Texas have trusted us with their financial picture. Many of our client relationships span generations — a testament to our commitment to honesty, transparency, and dependable service that stands the test of time.
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Personalized, problem-solving approach

Personalized, problem-solving approach

Your goals, operations, and financial landscape deserve more than a one-size-fits-all plan. We take time to get to know your business, identify opportunities and potential risks, and build practical solutions tailored to you. You’ll always have a clear plan and a responsive team ready to help you navigate changes along the way.
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 Industry-specific expertise

 Industry-specific expertise

We understand that no two industries operate alike. Our team brings insights gained from years of serving clients in fields like healthcare, construction, professional services, and more. This industry-focused knowledge helps us address tax challenges and compliance requirements unique to your business environment.
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Meet Our Team

Steven Bankler

Founding Partner
CPA, PFS, Cr.FA, CFF, CGMA

Steven Bankler

Founding 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
Read More

Cathy Hooks

Tax Director
CPA

Cathy Hooks

Tax Director
CPA
Read More

Subscribe to the Bankler Newsletter

Sign up to Receive our monthly eNewsletter with tax tips and strategies to help you maximize tax savings.

Testimonials

I’ve worked with a lot of CPAs, and the common theme is that CPAs are not typically proactive. The Bankler team is different in that respect. They’re always considering newer and better ways of doing things. They have a holistic approach that I really respect.”
Stone Oak Wealth Management
“What I love the most about the Bankler team is that we can count on them to get things done. It gives us the time to do what we are good at,”
Sunshine Medical Uniforms
“Their proactive approach and creative advice have been game-changing. The Bankler team helped us with restructuring and tackling complex tax challenges in ways no one else has.”
Mergeworks
“The Bankler team has been 100% great with us. They’re professional in every manner. I’ve been able to sit in a room with other clients at their events over the years, and it’s just remarkable what a warm community and giving team they’ve built.”
Concepts Construction
“With the Bankler team, you’re not left wondering what to do and hoping they return your call.”
Magnolia Pancake Haus

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.