Ingrid Valdes

Ingrid Valdes

Tax Manager, CPA

Certified Public Accountant (CPA)

Texas Society of CPAs

Career Background

Ingrid joined Steven Bankler’s CPA firm in 2020. She earned her Bachelor of Business Administration degree as an Accounting major from Texas A&M University in 2010. She earned her Master of Business Administration (MBA) with concentration in Accounting degree from Texas A&M International University in 2013. Ingrid obtained her CPA license in 2019. Her experience includes 4 years in public accounting and 2 years in the private industry sector.

Client Spotlight

Profit-Sharing Disputes: IDing What Went Wrong

Disputes in closely held businesses rarely stem from simple math errors. Instead, they arise from “creative” accounting that obscures the business’s true economic reality….

What’s the Deal with Trump’s Forever Tax-Immunity Loophole?

While you might not be signing an addendum with the Acting Attorney General, you CAN use closing agreements and statutes of limitation to create your…

Secret Texas Wealth Tax Traps

When building wealth in Texas, poor planning can result in hefty taxation as you earn your way to the top….

How Long to Keep Tax Records? Forever Might Be Best

A new precedent is forming in the tax courts that can cost even innocent taxpayers hundreds of thousands of dollars….

George Clooney’s Exit Tax Dilemma

George Clooney’s recent relocation to France highlights a complex financial dilemma: maintain dual citizenship and face dual tax systems, or renounce U.S. citizenship and trigger…

Avoiding a Business Seizure for Nonpayment of Taxes

A business seizure is a last-ditch effort following many other attempts at tax collections. Here’s what to watch for and how to respond….

4NS-Supply

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…

Better Tax Preparer Oversight May Be on the Way

Tax preparer oversight might soon be getting a rehaul thanks to a bipartisan Senate bill that aims to impose stricter standards and penalties for misconduct….

J. Anthony’s Refrigeration

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…

Business Partnership Structure: 6 Things to Consider

Thinking about a business partnership? This checklist will tell you what to discuss with your tax and legal advisors….

During an IRS Investigation: Are Friends & Neighbors Contacted?

Can the IRS contact your neighbors or boss? Learn the rules for third-party investigations, your right to advance notice, and how to protect your privacy….

How the New SALT Cap Affects Texas Pass-Through Businesses

Let’s Start the Conversation

We’re ready to listen, understand your goals, and provide clarity. Schedule your consultation today to discover how Bankler Partners can support your business.

Profit-Sharing Disputes: IDing What Went Wrong

What’s the Deal with Trump’s Forever Tax-Immunity Loophole?

Secret Texas Wealth Tax Traps

How Long to Keep Tax Records? Forever Might Be Best

George Clooney’s Exit Tax Dilemma

Avoiding a Business Seizure for Nonpayment of Taxes

4NS-Supply

Better Tax Preparer Oversight May Be on the Way

J. Anthony’s Refrigeration

Business Partnership Structure: 6 Things to Consider

During an IRS Investigation: Are Friends & Neighbors Contacted?

How the New SALT Cap Affects Texas Pass-Through Businesses

Cathy Hooks

Cathy Hooks

Laura Fair

Laura Fair

Naureen Tejani

Naureen Tejani

Allen Martinez

Allen Martinez

Aaron Stenlund

Aaron Stenlund

Chipper Lamm

Chipper Lamm

Dixie Hansen

Dixie Hansen

Ingrid Valdes

Ingrid Valdes

Katie Winters

Katie Winters

Moussa Balla Sissoko

Moussa Balla Sissoko

Zachary Serwer

Zachary Serwer

Monica Brady

Monica Brady

Vanessa Aguilar

Vanessa Aguilar

Faye Bankler Casell

Faye Bankler Casell

Terri Cortez

Terri Cortez

Kat Guenther

Kat Guenther

Tara Lowe

Tara Lowe

Gina Valorz

Gina Valorz

Steven Bankler

Steven Bankler

Let’s Start the Conversation

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