Zachary Serwer
Tax Manager, CPA

Career Background

Zachary Serwer grew up just two blocks away from the current offices of Bankler Partners, and his first ever job was at the H-E-B across the street. Zachary left his stocking and checkout days behind to attend UT Austin where he received his B.A. in Middle Eastern Studies, and his B.S. and M.P.A. in Accounting. 

After becoming a licensed CPA in 1997, Zachary worked as a Sales Tax Auditor for the State of Texas and as a Tax Accountant at various firms. He also worked as a software tester for one of the leading tax software providers in the country, the same tax software that is currently used by the firm. 

For Bankler Partners, Zachary brings his specialization in preparation of corporate and individual returns, with an emphasis on medical and legal clients.

In his spare time, he enjoys walking with his San Antonio dog-walking group, reading, and singing.

Client Spotlight 

If you’re setting aside money for your kids or grandkids, the new IRC Section 530A may be a tax-smart way to do it….
When two high earners say “I do,” protecting pre-marital wealth isn’t unromantic—it’s essential strategic planning….
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….

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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Now Accepting New Clients

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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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