Speak With a Trusted Advisor

Whether you’re facing a complex financial challenge or simply want a second opinion, Bankler Partners is here to help. Our experienced team offers confidential, one-on-one consultations tailored to your unique needs. No generic advice—just expert insight, real solutions, and a path forward.

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.

Meet the Experts

The Bankler Team

Behind every success story is a dedicated advisor. Our team brings decades of experience in accounting, tax strategy, forensic work, and business transition planning.

Steven Bankler

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

Steven Bankler

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

Managing Partner, CPA, PFS, CGMA

Gina Valorz

Managing Partner, CPA, PFS, CGMA
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Cathy Hooks

Tax Director, CPA

Cathy Hooks

Tax Director, CPA
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Naureen Tejani

Senior Tax Manager, CPA

Naureen Tejani

Senior Tax Manager, CPA
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Laura Fair

Senior Tax Manager, CPA

Laura Fair

Senior Tax Manager, CPA
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Monica Fern

Tax Manager, CPA

Monica Fern

Tax Manager, CPA
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Chipper Lamm

Tax Manager, CPA

Chipper Lamm

Tax Manager, CPA
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Tara Lowe

Tax Manager, CPA

Tara Lowe

Tax Manager, CPA
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Ingrid Valdes

Tax Manager, CPA

Ingrid Valdes

Tax Manager, CPA
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Jane Guenther

Tax Manager, CPA

Jane Guenther

Tax Manager, CPA
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FAQ

Frequently Asked Questions

Yes. At Bankler Partners, all client-facing positions require CPA certification to ensure the highest standard of service.

Our process typically includes an initial screening, a team interview, and a technical assessment. We believe in transparency and will communicate clearly every step of the way.

Yes. While we value in-person collaboration, we offer flexible arrangements based on role, experience level, and team needs.

We offer continuing education stipends, in-house leadership development, mentorship programs, and a strong internal promotion culture.