Steven Bankler 40th Anniversary Celebration

January 15, 2017

Steven Bankler’s 40th Anniversary Celebration was held at Fogo De Chao Brazilian Steakhouse. Family, friends, and clients attended to share in the celebration.

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January 15, 2017

Client Spotlight

4NS-Supply

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…

J. Anthony’s Refrigeration

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…

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…

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…

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….

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….

Laredo Technical Services, Inc.

Joseph Lukowski has worked tirelessly serving others his entire life….

American Dream Vacations of Houston

Before Bart Bonham called American Dream Vacations to ask about adding his family’s RV to their fleet, he never suspected what came next….

Blogs and Articles

Business Partnership Structure: 6 Things to Consider

Thinking about a business partnership? This checklist will tell you what to discuss with your tax and legal advisors....

Business Partnership Structure: 6 Things to Consider

During an IRS Investigation: Are Friends & Neighbors Contacted?

Can the IRS contact your neighbors or boss? Learn the rules for third-party investigations, your right to advance notice, and how to protect your privacy....

During an IRS Investigation: Are Friends & Neighbors Contacted?

How the New SALT Cap Affects Texas Pass-Through Businesses

How the One Big Beautiful Bill Act substantially changed the SALT Cap rules for Texas pass-through businesses....

How the New SALT Cap Affects Texas Pass-Through Businesses

Small Business Tax Breaks Back on the Table

How does the latest federal tax bill enhance small business tax breaks?...

Small Business Tax Breaks Back on the Table

IRS Crackdown on Millionaires Is a Sweeping Success

By ramping up enforcement on high-income earners, the IRS has recovered over $500B in back taxes from millionaires. What does this mean for the future...

IRS Crackdown on Millionaires Is a Sweeping Success

Four New Tax Breaks Worth Getting Right

Learn four new tax breaks that can help qualified individuals maximize this year's tax refund....

Four New Tax Breaks Worth Getting Right

AI Versus Forensic Accountants in Early Discovery

Can AI and Forensic Accounting be used in tandem? Learn the answer, and why early involvement is key to success....

AI Versus Forensic Accountants in Early Discovery

Should I Use AI Tax Advice?

AI tax advice is everywhere. You may be getting AI answers to your tax questions online or in chatbots without even knowing it. What are...

Should I Use AI Tax Advice?

New Excise Tax on Sending Money Abroad

If you're a small business paying for transfers with cash, money orders, or cashier’s checks, a 1% excise tax will be added to your transactions...

New Excise Tax on Sending Money Abroad

Employee Fraud: Hard Truths for Small Businesses

Small businesses are often the target of employee fraud. Forensic accountants share three hard truths they may be ignoring about their employees....

Employee Fraud: Hard Truths for Small Businesses

Turning Last Year’s Business Losses into Tax Opportunities

Have 2025 business losses? They may become NOL carryforwards that can offset up to 80% of taxable income in future profitable years....

Turning Last Year’s Business Losses into Tax Opportunities

IRS Math Errors Bill: What It Means

The IRS math errors bill will finally shed light on what exactly the IRS decided to correct on your math homework and how long you...

IRS Math Errors Bill: What It Means

Preparing a Rebuttal Report for When the Math Doesn’t Math

Learn three essentials for writing an effective forensic accounting rebuttal report that stands up in court....

Preparing a Rebuttal Report for When the Math Doesn’t Math

Maximizing Catch-Up Contributions Before Retirement

If you're 50 or older, these tips can help you max out your retirement contributions and lower your tax bill....

Maximizing Catch-Up Contributions Before Retirement

How the IRS Audits With AI

America's AI Action Plan emphasizes rapid deployment of AI across federal agencies. Learn how this impacts the IRS and taxpayers....

How the IRS Audits With AI

Now Accepting New Clients

Let’s Start the Conversation

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.

4NS-Supply

J. Anthony’s Refrigeration

Mergeworks

Concepts Construction

Magnolia Pancake Haus

Stone Oak Wealth Management

Westar Alamo Land Surveyors, LLC

OverWatch Enterprises, LLC

Mr. Electric of San Antonio

Oscar E. Flores Design Studio

Laredo Technical Services, Inc.

American Dream Vacations of Houston

Business Partnership Structure: 6 Things to Consider

Business Partnership Structure: 6 Things to Consider

During an IRS Investigation: Are Friends & Neighbors Contacted?

During an IRS Investigation: Are Friends & Neighbors Contacted?

How the New SALT Cap Affects Texas Pass-Through Businesses

How the New SALT Cap Affects Texas Pass-Through Businesses

Small Business Tax Breaks Back on the Table

Small Business Tax Breaks Back on the Table

IRS Crackdown on Millionaires Is a Sweeping Success

IRS Crackdown on Millionaires Is a Sweeping Success

Four New Tax Breaks Worth Getting Right

Four New Tax Breaks Worth Getting Right

AI Versus Forensic Accountants in Early Discovery

AI Versus Forensic Accountants in Early Discovery

Should I Use AI Tax Advice?

Should I Use AI Tax Advice?

New Excise Tax on Sending Money Abroad

New Excise Tax on Sending Money Abroad

Employee Fraud: Hard Truths for Small Businesses

Employee Fraud: Hard Truths for Small Businesses

Turning Last Year’s Business Losses into Tax Opportunities

Turning Last Year’s Business Losses into Tax Opportunities

IRS Math Errors Bill: What It Means

IRS Math Errors Bill: What It Means

Preparing a Rebuttal Report for When the Math Doesn’t Math

Preparing a Rebuttal Report for When the Math Doesn’t Math

Maximizing Catch-Up Contributions Before Retirement

Maximizing Catch-Up Contributions Before Retirement

How the IRS Audits With AI

How the IRS Audits With AI

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