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.
You may have heard that IRS audits are few and far between these days, and, for most taxpayers, the risk is indeed low. An average American taxpayer ten years ago was about three times more likely to be audited than they are today. The IRS just doesn’t have the staff...
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Gina Valorz was born and raised here in San Antonio, TX. “I love the city and everything it has to offer,” said Gina. She has lived in Sonoma Ranch since 2011. She and her husband David have a blended family that includes Gina’s sons, Gregory and Steven, and David’s...
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More than half of U.S. taxpayers know that they pay an inaccurate amount of taxes each year. Most overpay and are happy to receive a refund. But since IRS withholding changed in 2019, nearly three in ten tax-filing Americans claim to have received an unusually large...
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What do $600, $5,000, and $10,000 have in common? They’re specific payment amounts to a person or business that can trigger IRS reporting requirements. Ignore those triggers, and someone (either the payee or the recipient, depending on the trigger) could face steep...
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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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