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 

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….
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…

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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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

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