CPA Services for Business Owners

We Solve Problems®

Since 1977, Bankler Partners has helped business owners with the big financial questions. We help you plan, save money, and solve difficult problems.

Our Services

What We Do

Since 1977, Bankler Partners has helped business owners with the big financial questions. We help you plan, save money, and solve difficult problems.

Accounting & Tax Planning

We help you understand your numbers and discover ways to save. We look at where you or your business have been and assist in planning for what’s next.

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Exit & Succession Planning

In the Exit Planning Section let's see where we can include the $500M stat from the homepage as a tie in: Suggest a statement like: "Our strong history of success includes over $500 Million in completed Exit Advisory transactions.

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Forensic Accounting

Sometimes, financial problems need to be solved in court. We dig deep into the numbers to assist lawyers and judges with specific financial questions.

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Expert Witness & Litigation Support

If you’re in a financial legal case, we can help explain the facts clearly. We work with attorneys and courts to make sure the financial side of the story is told right.

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Our Difference

Why People Choose Bankler Partners

Trusted Since 1977

We’ve been doing this a long time. Our team has helped hundreds of business owners with big decisions when it comes to their business and finances.  

Full Service Tax Planning & Advisory

In-depth tax services including strategic planning. Integrated Financial Solutions including a coordinated approach that considers all financial aspects (personal, business, tax, investment). Collaborative Partnership

Solutions to Complex Tax Problems

Financial problems are not simple or straightforward. They are complex and confusing for the majority of people, and that’s where we come in.

Years In Business

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Exit Advisory Transactions Completed

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Industries Served

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Client Spotlights

LAW Security

A terrifying home invasion involving men with masks and guns set Pam Wood on an unexpected path to business ownership in 1981….

Mergeworks

What happens when you combine a passion for creating, a knack for business, and deep family values? For Scott Klingler, owner of MergeWorks, it resulted…

Falcona

Bessie M. Irizarry loves embracing a good challenge. It’s one of the many reasons she’s earned respect as a female engineer and business owner in…

Concepts Construction

San Antonio native Mark Lopez can’t recall a time he didn’t envision himself following the footsteps of his father, a project manager, into the construction…

Sunshine Medical Uniforms

Siew Pang knows that the key to unlocking the American dream can be discovered by embracing unexpected opportunities….

Magnolia Pancake Haus

If you’re a San Antonian, you may not want to imagine your weekend without brunch at the city’s beloved Magnolia Pancake Haus….

Stone Oak Wealth Management

Greg Thompson has long respected money and how it can catalyze greater things….

Party City

You may not be aware of it, but Don Lasseter has helped you throw a party. How do we know that? He’s the franchise owner…

Westar Alamo Land Surveyors, LLC

Land surveyors aren’t known for exceptional customer service. But why shouldn’t they be? David Breaux set out in 1998 to prove that treating customers right…

OverWatch Enterprises, LLC

When Lance Rose sees a business need, he fills it. That’s how he and Terri, his wife of 30 years, have evolved into the proud…

Mr. Electric of San Antonio

Matt and Lara Bruhn met while in graduate school at Harvard. He served as an officer and F-15C pilot with the U.S. Air Force….

Oscar E. Flores Design Studio

Growing up in Piedras Negras, Coahuila, Mexico—just south of Texas along the Rio Grande—Oscar E. Flores dreamed of becoming a designer….

I’ve worked with a lot of CPAs, and the common theme is that CPAs are not typically proactive. The Bankler team is different in that respect. They’re always considering newer and better ways of doing things. They have a holistic approach that I really respect.”

Stone Oak Wealth Management

“What I love the most about the Bankler team is that we can count on them to get things done. It gives us the time to do what we are good at,”

Sunshine Medical Uniforms

“Their proactive approach and creative advice have been game-changing. The Bankler team helped us with restructuring and tackling complex tax challenges in ways no one else has.”

Mergeworks

“The Bankler team has been 100% great with us. They’re professional in every manner. I’ve been able to sit in a room with other clients at their events over the years, and it’s just remarkable what a warm community and giving team they’ve built.”

Concepts Construction

“With the Bankler team, you’re not left wondering what to do and hoping they return your call.”

Magnolia Pancake Haus

Let’s Talk

Let’s take a look at your finances together. We offer a complimentary 1-hour call to review your past tax returns. If we see a way to help you, we will.