Accounting & Tax Planning

Understanding the intricate details of taxes and discovering savings that can benefit you as a business owner or an individual can be a tricky process. Your CPA firm should not just tell you how much more to pay Uncle Sam once a year, it should put money in your pocket. Our ANOTHER PROFIT CENTER® service is our commitment to help you make and save money in more ways than a typical CPA firm will do. That’s why we include asset protection, IRS negotiation representation, sophisticated tax and financial planning, business negotiations, and exit and estate planning strategies. We offer the tools to help you thrive as a successful business owner who thinks outside the box all year long.

Steven Bankler and his team of Certified Public Accountants provide accounting services marked by shrewd business tax and financial planning designed for closely held and family-owned businesses.

Accounting & Tax Planning Services Include:

Asset Protection
IRS Negotiation and Representation
Sophisticated Tax and Business Financial Planning
Business Negotiation and Representation
Exit Planning
Estate Planning

Bankler’s team of CPAs is ready to help you enhance and increase your bottom line in ways you never thought possible.

Services

“We brought Steve in as we were considering the purchase of the business. We started with a business structure that included multiple LLCs to give us more flexibility to grow.”

Matt & Lara Bruhn – Owners

Mr. Electric of San Antonio

“Steven helped us set up a tax structure to best serve us as we move from leasing to building and owning our own commercial space.”

Matt Dunn, David Felts, Clint Dawson – Owners

DMC Dynamic Mechanical Contracting

“It’s a match made in heaven. The Bankler team has enhanced our business and saved us so much money.”

Lance & Terri Rose – Owners

Overwatch Enterprises, LLC

“We appreciate Steven’s intelligence, creativity and work ethic. Right from the start, he and his team worked with our attorneys to structure the business to protect us in the long term.”

Dan Eason & Brad Farr – Owners

Uvalco Supply

“Just want to thank you for all you did for me. I have never had anyone actually do exactly what he or she said they were going to do! Even more, you were always one step ahead of me. Anyway, job well done. You don’t know what a weight has been lifted from my shoulders.”

MARY JANE GARZA

San Antonio, Texas