Bankler Partners’ Year in Review
Bankler Partners' Year in Review

We have so much to celebrate at Bankler Partners and much of it is due to you: our clients, friends, colleagues, and community members. It’s a great time to be filled with gratitude—and we certainly are. Let’s take a look at the many amazing things that kept us busy and thankful this past year.

A Brand New Name

After 48 years of dedicated service to the San Antonio community, Steven Bankler, CPA, Ltd., proudly became Bankler Partners, LC. This rebranding marks a new chapter for the firm while staying true to our deeply rooted local legacy. Steven first founded the boutique tax and accounting firm in 1977, supported by a great legacy of family entrepreneurship and financial stewardship. His grandfather, who once owned the iconic LaFeria department stores with locations throughout San Antonio, was a vital influence. Now Steven’s legacy includes over a dozen CPAs and staffers, with Gina Valorz as our managing partner. “It was time for a name change that reflects the growth and collaboration that our firm now thrives on,” Steven will tell you. It’s a beautiful thing!

And a New Space, Too

The name change comes with a physical expansion for Bankler Partners at the Colonnade, Suite 501, 9901 IH-10 West, San Antonio. We now inhabit a prime location at the Colonnade with sweeping views of the metro, extra meeting spaces, and room to grow. We were thrilled to host a full open house for the space in July. If you were unable to attend and haven’t yet seen the space, please plan a visit—we’d love to show you around.

Cutting-Edge Conveniences

This evolution is underscored by an updated website and the integration of cutting-edge technology, including a secure online client portal that offers 24/7 access and unparalleled convenience for clients both locally and across the globe. This innovative tool allows us to seamlessly support a diverse clientele, ensuring the same high-caliber, personalized service that has been our hallmark for nearly five decades.

Our Continued Growth

Our staff size has more than doubled in size since 2019. And guess what: We’re still growing! Meet our Team. We’re honored to be named one of San Antonio’s Best Places to Work in San Antonio Business Journal four years running. Together with our staff, we’ve created a workspace where we’re empowered to think
outside the box, connect as a team, and service our clients exceptionally well. And our company benefits are designed to support our team members’ professional growth and encourage work/life balance. We have never once believed that overstressed, overworked, underqualified and way under-appreciated accountants do the best work. You shouldn’t, either. If you’re a licensed CPA ready to elevate your career, we may be just what you’re looking for! Check out our career page.

Valued Community Connections

In addition to our open house, we have been thrilled to meet with clients, colleagues, and community members throughout the San Antonio area this year. We continued to offer advice in our monthly column for readers of Stroll Magazines in Shavano Park (Steven’s neighborhood) and Sonoma Ranch (Gina’s neighborhood) and attend Stroll’s terrific community events. San Antonio’s Construction News Magazine featured Bankler Partners in a series of columns to help building and construction business owners and managers make smart tax decisions. The XPX San Antonio 2025 Annual Summit continues to be our favorite exit planning knowledge exchange, this fall focusing on Passing the Torch: Defining Your Legacy. And we always love throwing the best business mix-and-mingle in San Antonio alongside our amazing co-hosts, Frost Bank and Rosenblatt Law Firm.

As we reflect on a year filled with growth, transformation and meaningful connections, we are deeply grateful for the trust and support of everyone who makes Bankler Partners what it is today. With exciting new changes behind us and a bright future ahead, we remain committed to delivering exceptional service, fostering community relationships, and embracing innovation. Thank you for being part of our journey—we look forward to achieving even more together in the coming year!

As always, feel free to contact us with any questions you have.

December 16, 2025

Client Spotlight

How do you go from zero sales to 800% growth while maintaining a medical career? Dr. Paul Pallan shares his story of dual-career success and…
From U.S. Navy technical training to founding J. Anthony’s Refrigeration in 1988, learn how John Bianchi’s commitment to excellence and high-level expertise built a trusted…
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…
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…
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….
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….
Joseph Lukowski has worked tirelessly serving others his entire life….
Before Bart Bonham called American Dream Vacations to ask about adding his family’s RV to their fleet, he never suspected what came next….

Blogs and Articles

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How the New SALT Cap Affects Texas Pass-Through Businesses

How the One Big Beautiful Bill Act substantially changed the SALT Cap rules for Texas pass-through businesses....

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Small Business Tax Breaks Back on the Table

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IRS Crackdown on Millionaires Is a Sweeping Success

By ramping up enforcement on high-income earners, the IRS has recovered over $500B in back taxes from millionaires. What does this mean for the future...

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Four New Tax Breaks Worth Getting Right

Learn four new tax breaks that can help qualified individuals maximize this year's tax refund....

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New Excise Tax on Sending Money Abroad

If you're a small business paying for transfers with cash, money orders, or cashier’s checks, a 1% excise tax will be added to your transactions...

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Employee Fraud: Hard Truths for Small Businesses

Small businesses are often the target of employee fraud. Forensic accountants share three hard truths they may be ignoring about their employees....

Employee Fraud: Hard Truths for Small Businesses

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Turning Last Year’s Business Losses into Tax Opportunities

Have 2025 business losses? They may become NOL carryforwards that can offset up to 80% of taxable income in future profitable years....

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IRS Math Errors Bill: What It Means

The IRS math errors bill will finally shed light on what exactly the IRS decided to correct on your math homework and how long you...

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Preparing a Rebuttal Report for When the Math Doesn’t Math

Learn three essentials for writing an effective forensic accounting rebuttal report that stands up in court....

Preparing a Rebuttal Report for When the Math Doesn’t Math

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Maximizing Catch-Up Contributions Before Retirement

If you're 50 or older, these tips can help you max out your retirement contributions and lower your tax bill....

Maximizing Catch-Up Contributions Before Retirement

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