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.

May 26, 2025

May 26, 2025

Client Spotlight

Auto Brite Company

How do you survive a shifting industry? Learn how these entrepreneurs used engineering expertise, market foresight, and expert tax advice to pivot….

LAW Security

A terrifying home invasion involving men with masks and guns set Pam Wood on an unexpected path to business ownership in 1981….

Mergeworks

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…

Concepts Construction

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…

Magnolia Pancake Haus

If you’re a San Antonian, you may not want to imagine your weekend without brunch at the city’s beloved Magnolia Pancake Haus….

Stone Oak Wealth Management

Greg Thompson has long respected money and how it can catalyze greater things….

Party City

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…

Westar Alamo Land Surveyors, LLC

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…

OverWatch Enterprises, LLC

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…

Mr. Electric of San Antonio

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….

Oscar E. Flores Design Studio

Growing up in Piedras Negras, Coahuila, Mexico—just south of Texas along the Rio Grande—Oscar E. Flores dreamed of becoming a designer….

Laredo Technical Services, Inc.

Joseph Lukowski has worked tirelessly serving others his entire life….

Blogs and Articles

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

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....

Turning Last Year’s Business Losses into Tax Opportunities

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...

IRS Math Errors Bill: What It Means

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

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

How the IRS Audits With AI

America's AI Action Plan emphasizes rapid deployment of AI across federal agencies. Learn how this impacts the IRS and taxpayers....

How the IRS Audits With AI

Bankler Partners’ Year in Review

As the year comes to a close, we reflect on the milestones, achievements, growth and connections that have made 2025 truly memorable....

Bankler Partners’ Year in Review

Texas Franchise Tax Reminders

Texas has changed the rules for franchise tax. To be sure you're covered, review these remaining requirements....

Texas Franchise Tax Reminders

How Government Contractors Mitigate Shutdown Losses

Lessons learned during the federal shutdown include three strategies to help government contractors recover losses....

How Government Contractors Mitigate Shutdown Losses

Charitable Giving Tax Guide for 2026

Charitable giving incentives have changed for 2026. Here's what to consider now and as you move into the New Year....

Charitable Giving Tax Guide for 2026

Opportunity Zone Incentives Focus on Rural Texas

Discover how proposed program changes could deliver crucial tax break updates and unlock new development areas....

Opportunity Zone Incentives Focus on Rural Texas

Scary Tax Surprises for Texas Business Owners

Are scary tax surprises lurking around the corner? These tips can help protect your business from an unexpected audit, payroll snafu or tax bill....

Scary Tax Surprises for Texas Business Owners

Making Sense of No Tax on Tips and Overtime

Navigating no tax on tips and overtime rules can be confusing for employers. Here we share key tips to ensure compliance and clarity....

Making Sense of No Tax on Tips and Overtime

Estate Planning by Jimmy Buffet Leads to Trouble in Paradise

Where can estate planning go wrong? Learn common mistakes and how to avoid them from Jimmy Buffett's estate....

Estate Planning by Jimmy Buffet Leads to Trouble in Paradise

Tax Tips for Hiring Seasonal Workers

Are you planning to hire seasonal workers? Knowing these essential tax liabilities and responsibilities can help business owners determine your hiring strategy....

Tax Tips for Hiring Seasonal Workers

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Let’s Start the Conversation

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.

Auto Brite Company

LAW Security

Mergeworks

Concepts Construction

Magnolia Pancake Haus

Stone Oak Wealth Management

Party City

Westar Alamo Land Surveyors, LLC

OverWatch Enterprises, LLC

Mr. Electric of San Antonio

Oscar E. Flores Design Studio

Laredo Technical Services, Inc.

Employee Fraud: Hard Truths for Small Businesses

Employee Fraud: Hard Truths for Small Businesses

Turning Last Year’s Business Losses into Tax Opportunities

Turning Last Year’s Business Losses into Tax Opportunities

IRS Math Errors Bill: What It Means

IRS Math Errors Bill: What It Means

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

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

Maximizing Catch-Up Contributions Before Retirement

Maximizing Catch-Up Contributions Before Retirement

How the IRS Audits With AI

How the IRS Audits With AI

Bankler Partners’ Year in Review

Bankler Partners’ Year in Review

Texas Franchise Tax Reminders

Texas Franchise Tax Reminders

How Government Contractors Mitigate Shutdown Losses

How Government Contractors Mitigate Shutdown Losses

Charitable Giving Tax Guide for 2026

Charitable Giving Tax Guide for 2026

Opportunity Zone Incentives Focus on Rural Texas

Opportunity Zone Incentives Focus on Rural Texas

Scary Tax Surprises for Texas Business Owners

Scary Tax Surprises for Texas Business Owners

Making Sense of No Tax on Tips and Overtime

Making Sense of No Tax on Tips and Overtime

Estate Planning by Jimmy Buffet Leads to Trouble in Paradise

Estate Planning by Jimmy Buffet Leads to Trouble in Paradise

Tax Tips for Hiring Seasonal Workers

Tax Tips for Hiring Seasonal Workers

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