Business Details
49 Years
experience
Trusted Accounting & Tax Solutions in San Antonio
Bankler Partners has been delivering strategic financial guidance since 1977, focusing on problem-solving, integrity, and long-term client relationships. Our mission centers on providing tailored accounting and tax solutions for business owners, addressing complex challenges through personalized approaches rooted in deep industry experience. With a legacy spanning over four decades, we have earned the trust of clients across diverse sectors including law, construction, healthcare, and government contracting. Our team of certified public accountants specializes in tax planning, forensic accounting, exit and succession planning, and expert witness services, ensuring clients make confident financial decisions aligned with their goals.We emphasize proactive guidance, trusted relationships, and practical solutions, fostering a culture of insight and accountability. Our vision extends beyond tax seasons, aiming to be long-term partners in our clients' success by navigating financial complexity with clarity and integrity.
Services
Accounting & Tax Planning
Exit & Succession Planning
Forensic Accounting
Expert Witness & Litigation Support
Asset Protection
IRS Negotiation
Business Valuation
Tax Strategy & Preparation
Estate Planning
Fraud Investigation
Details
- Year established: 1977
Highlights and features
- We offer over 45 years of experience in accounting and tax advisory services.
- Our team provides full-service tax planning and forensic accounting expertise.
- We specialize in complex tax problem resolution and exit planning strategies.
- Our proactive approach ensures year-round financial clarity and compliance.
- We deliver industry-specific insights tailored to healthcare, construction, and professional services sectors.
What people say
Proactive approach
Creative advice
Professional service
Clear communication
Trusted partner
Services
Forensic Accounting
Our forensic accounting services investigate financial discrepancies, fraud, and asset disputes with precision. We provide litigation support, expert testimony, and detailed analysis to resolve complex legal and financial challenges. Clients benefit from our CPAs' expertise in uncovering hidden assets, tracing financial irregularities, and presenting defensible evidence in court proceedings.
Exit & Succession Planning
We specialize in creating tailored exit strategies for business owners, ensuring smooth transitions through valuation, tax-efficient structuring, and succession roadmaps. Our services protect client assets while aligning with personal and business objectives for retirement, family transfers, or third-party sales.
Accounting & Tax Planning
Our comprehensive tax planning and accounting services optimize financial outcomes through proactive strategies. We focus on asset protection, IRS compliance, entity selection, and year-round tax management to minimize liabilities and maximize savings for individuals and businesses.
Expert Witness & Litigation Support
We provide expert financial testimony and litigation support in legal cases involving fraud, asset disputes, and financial misrepresentation. Our CPAs deliver clear, courtroom-ready analysis to attorneys and courts, ensuring accurate interpretation of complex financial data.
IRS Negotiation
Our team represents clients in IRS audits, collections, and tax debt negotiations. We resolve back taxes, establish payment plans, and ensure compliance while minimizing financial exposure through strategic interventions and documentation.
People
Steven Bankler
Founding Partner, CPA, PFS, Cr.FA, CFF, CGMA
Steven Bankler, CPA, brings over 45 years of experience in accounting and tax advisory. He specializes in forensic accounting, complex tax planning, and business exit strategies, serving as a trusted advisor to business owners across industries.
Gina Valorz
Managing Partner, CPA, PFS, CGMA
Gina Valorz, CPA, leads Bankler Partners' strategic growth while maintaining hands-on client service. With expertise in tax planning and succession strategies, she focuses on delivering personalized solutions that align with clients' long-term financial goals.
Cathy Hooks
Tax Director, CPA
Cathy Hooks, CPA, specializes in tax compliance and planning for high-net-worth individuals and businesses. Her work emphasizes minimizing tax liabilities through strategic structuring and proactive year-round advisory services.
Questions
What accounting services do you offer for business owners?
We provide tax planning, forensic accounting, exit strategies, IRS negotiation, and litigation support tailored to business owners' unique needs.
How does Bankler Partners differ from other accounting firms?
Our team of CPAs focuses exclusively on business owners, combining 45+ years of experience with industry-specific expertise and personalized problem-solving.
Do you offer free consultations?
Yes, we provide a complimentary 1-hour consultation to review your tax returns and identify potential savings or solutions.
What industries do you specialize in?
We serve healthcare, construction, professional services, and family-owned businesses with tailored financial strategies.
Can you help with IRS tax disputes?
Our team represents clients in IRS audits, collections, and tax debt negotiations to achieve favorable resolutions.
How do you approach business exit planning?
We create customized exit strategies focusing on valuation, tax efficiency, and seamless transitions aligned with your personal and business goals.
