Tara Lowe
Tax Manager, CPA
• American Institute of CPAs (AICPA)
• TX Society of CPAs

Career Background

Tara joined Bankler Partners in 2022. Following a brief hiatus in 2025, she rejoined the team in 2026. Tara attended the University of Texas at San Antonio, where she earned her Bachelor of Business Administration in Accounting in 2002 and Master of Business Administration (MBA) in 2005. She obtained her CPA license in 2013. Prior to joining the firm, Tara spent 6 years in public accounting and 16 years of industry experience in controllership and management roles. In her free time, Tara enjoys spending time on the farm with her family and animals, grilling on the patio, wine tasting, and quick workouts.

Client Spotlight 

Cryptocurrency may have gone mainstream, but tax compliance is rapidly catching up with updated IRS property classifications and Form 1099-DA broker reporting to evolving regulations….
You might be sitting on a valuable tax strategy without realizing it. Before you make any moves, keep these critical rules in mind….
Under certain circumstances, an S corp election can be great for tax savings, but it’s not always great for growth. Here’s what you should know…
As a business owner, what can you do to eliminate tax surprises? Before jumping on tax liability insurance to insure your tax bill, consider what…
From accountant to owner, and now to a successful exit! Amir Kamel proved that “everything good takes time”—including walking away on your own terms. Read…
After waiting 11 years for his visa, Amir Kamel’s journey from Cairo to building a multi-million dollar Texas business is a true masterclass in grit,…
Used wisely, 100% bonus depreciation can fuel growth and protect cash flow; used poorly, it can create unnecessary debt and future tax friction….
Discover how this San Antonio entrepreneur transitioned from managing communities to constructing them—doubling his commercial construction firm’s size year over year….
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….

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, CAS

Dixie Hansen

Tax Manager, CPA, CAS
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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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Terri Cortez

Receptionist

Terri Cortez

Receptionist
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Tara Lowe

Tax Manager, CPA

Tara Lowe

Tax Manager, CPA
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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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