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

Career Background

Steven Bankler has more than 43 years of experience in the accounting industry. He established his CPA firm in 1977 and has been solving the pains and making gains for his clients ever since. Steven’s expertise lies in consulting, planning and tax and financial statement services for closely held businesses, litigation support (both as testifying expert witness and consultant expert) in a variety of areas of litigation (including business, bankruptcy, estate and divorce), sophisticated tax and business planning, business negotiations and estate planning.

Steven was employed by the United States Senate as sole investigative accountant to provide tax and accounting services to the Special Whitewater Committee. He was also a pro bono consultant to the United States Senate Banking Committee’s inquiry into Swiss banks’ involvement in holding Holocaust victims’ assets.

Client Spotlight 

In the eyes of the IRS, student-athletes landing NIL deals are now self-run businesses. Learn the tax implications and four golden rules critical to their…
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….
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…
When building wealth in Texas, poor planning can result in hefty taxation as you earn your way to the top….
A new precedent is forming in the tax courts that can cost even innocent taxpayers hundreds of thousands of dollars….
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…
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….
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…
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….
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…
Thinking about a business partnership? This checklist will tell you what to discuss with your tax and legal advisors….
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….

Our Team

Cathy Hooks

Tax Director, CPA

Cathy Hooks

Tax Director, CPA
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Laura Fair

Senior Tax Manager, CPA

Laura Fair

Senior Tax Manager, CPA
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Naureen Tejani

Senior Tax Manager, CPA

Naureen Tejani

Senior Tax Manager, CPA
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Allen Martinez

Tax Manager, CPA

Allen Martinez

Tax Manager, CPA
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Aaron Stenlund 

Tax Manager, CPA

Aaron Stenlund 

Tax Manager, CPA
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Chipper Lamm

Tax Manager, CPA

Chipper Lamm

Tax Manager, CPA
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Dixie Hansen

Tax Manager, CPA

Dixie Hansen

Tax Manager, CPA
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Ingrid Valdes

Tax Manager, CPA

Ingrid Valdes

Tax Manager, CPA
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Katie Winters

Tax Manager, CPA

Katie Winters

Tax Manager, CPA
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Moussa Balla Sissoko

Tax Manager, CPA

Moussa Balla Sissoko

Tax Manager, CPA
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Zachary Serwer

Tax Manager, CPA

Zachary Serwer

Tax Manager, CPA
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Monica Brady

Firm Administrator, PACE, PAFM

Monica Brady

Firm Administrator, PACE, PAFM
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Vanessa Aguilar

Office Coordinator

Vanessa Aguilar

Office Coordinator
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Faye Bankler Casell

Accounting Clerk, MA, PACE

Faye Bankler Casell

Accounting Clerk, MA, PACE
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Terri Cortez

Receptionist

Terri Cortez

Receptionist
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Kat Guenther

Administrative Support

Kat Guenther

Administrative Support
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Tara Lowe

Tax Manager, CPA

Tara Lowe

Tax Manager, CPA
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Gina Valorz

Managing Partner, CPA, PFS, CGMA

Gina Valorz

Managing Partner, CPA, PFS, CGMA
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Steven Bankler

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

Steven Bankler

Founding Partner, CPA, PFS, Cr.FA, CFF, CGMA
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Now Accepting New Clients

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.

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