Whether your business is law, construction, manufacturing, retail, or government contracting, and you require exit planning, asset protection, or a tax planning solution, our business has been "solving clients' problems" since 1977.

Business Dinner Seminar With Our Experts

Business Dinner Seminar With Our Experts

The event included a panel discussion on the process of buying and selling a business, led by industry experts Michael L Shipman VP, Frost Insurance, and Steve Bankler. Business owners Richard Kattmann, Owner, Eldridge Electric (buyer), and Amir Kamel, President,...

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Are You an Audit Risk?

Are You an Audit Risk?

You may have heard that IRS audits are few and far between these days, and, for most taxpayers, the risk is indeed low. An average American taxpayer ten years ago was about three times more likely to be audited than they are today. The IRS just doesn’t have the staff...

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Gina Valorz Article

Gina Valorz Article

Gina Valorz was born and raised here in San Antonio, TX. “I love the city and everything it has to offer,” said Gina. She has lived in Sonoma Ranch since 2011. She and her husband David have a blended family that includes Gina’s sons, Gregory and Steven, and David’s...

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When You Can’t Pay Your Federal Taxes

When You Can’t Pay Your Federal Taxes

More than half of U.S. taxpayers know that they pay an inaccurate amount of taxes each year. Most overpay and are happy to receive a refund. But since IRS withholding changed in 2019, nearly three in ten tax-filing Americans claim to have received an unusually large...

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Cash Payments Can Trigger IRS Trouble

Cash Payments Can Trigger IRS Trouble

What do $600, $5,000, and $10,000 have in common? They’re specific payment amounts to a person or business that can trigger IRS reporting requirements. Ignore those triggers, and someone (either the payee or the recipient, depending on the trigger) could face steep...

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Crypto & Your Taxes

Crypto & Your Taxes

Cryptocurrency went from being largely unregulated and untaxed to being one of the most closely watched taxable activities practically overnight. A little checkbox showed up near the top of 2020’s Form 1040, asking a yes-or-no question about it. You may have...

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