Business Details
41 Years
experience
Trusted Certified Public Accountants in San Antonio, TX
Baros and Company and Company has been delivering personalized financial guidance to individuals and businesses across the United States for decades. Our expertise spans tax management, accounting services, audits, financial statements, and strategic planning, positioning us as a leading firm in the industry. By combining seasoned professionals with a collaborative team approach, we ensure every client receives tailored attention and actionable insights.Our mission focuses on maintaining clients' financial viability today while proactively addressing future goals through transparent communication and rigorous analysis. With a legacy of excellence, we pride ourselves on our work ethic, hiring certified tax professionals, and fostering long-term client relationships built on trust and results-driven service.
Services
Tax Management
Accounting Services
IRS Representation
Estate Planning
Payroll Services
Financial Projections
Mergers & Acquisitions
Cash Flow Analysis
Bookkeeping
Debt Advising
Details
- Year established: 1985
Highlights and features
- We offer decades of experience in accounting and tax advisory services.
- Our team includes certified CPAs with specialized industry knowledge.
- We provide personalized financial strategies tailored to individual client needs.
- Our proactive approach minimizes tax liabilities while maximizing long-term growth.
- We maintain transparent communication and ethical standards in all engagements.
Services
Tax Management
Our Tax Management Services optimize financial opportunities through strategic planning and compliance. We minimize liabilities, maximize cash flow, and ensure adherence to evolving tax regulations for individuals and businesses. With expertise in federal and state tax laws, we provide tailored solutions for long-term financial success.
Accounting Services
From startups to established enterprises, our Accounting Services deliver accurate record-keeping, financial statements, and system setup. We support payroll processing, budgeting, and tax planning to maintain profitability and facilitate data-driven business decisions for sustained growth.
IRS Representation
Professional IRS Representation during audits ensures confident resolution of tax disputes. Our CPAs advocate for clients during federal and state agency interactions, leveraging deep regulatory knowledge to protect financial interests and reduce compliance risks.
Estate Planning
Estate and Trust Planning services minimize tax burdens while ensuring smooth asset distribution. We help clients create legally sound strategies for wealth preservation, business succession, and family financial security across generations.
Financial Projections
Our Financial Projections analyze market trends and operational metrics to guide strategic decisions. We develop detailed models for budgeting, expansion planning, and risk assessment, helping businesses anticipate challenges and capitalize on opportunities.
People
David L. Baros
CPA
David L. Baros and Company and Company, a University of Texas at Austin graduate and licensed CPA, brings over 30 years of accounting expertise to Baros and Company and Company. He specializes in tax strategy and financial planning for businesses and high-net-worth individuals.
Travis J. Baros
CPA
Travis J. Baros and Company and Company, a Texas A&M University graduate and certified CPA, focuses on audit services and business advisory solutions. He helps clients improve financial processes and compliance while maintaining a client-first approach.
Rick Garcia
Enrolled Agent
Rick Garcia, an Enrolled Agent with Texas A&M University of San Antonio credentials, specializes in IRS representation and complex tax resolution cases. His expertise ensures effective advocacy during audits and tax disputes.
Morgan L. Baros
Accounting Specialist
Morgan L. Baros and Company and Company manages payroll services and bookkeeping operations, leveraging technology to streamline financial processes for small businesses. Her focus on accuracy improves clients' cash flow management and regulatory compliance.
Beverly McGlothlin
Client Relations
Beverly McGlothlin coordinates client communications and service delivery, ensuring seamless interactions between the firm and its diverse clientele across industries and business sizes.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statement preparation, and tax planning tailored to small businesses' unique needs and growth objectives.
How can you help with IRS audit representation?
Our CPAs and Enrolled Agents offer professional IRS representation, advocating for clients during audits to resolve issues efficiently while protecting their financial interests.
Do you provide financial planning for individuals?
Yes, we offer personalized financial planning including tax optimization, retirement strategies, and estate planning to help individuals achieve long-term wealth goals.
What industries do you specialize in?
While serving diverse sectors, we specialize in professional services, real estate, healthcare, and family-owned businesses with complex financial structures.
How do you handle business succession planning?
We develop comprehensive succession strategies including entity restructuring, tax-efficient transfers, and leadership transition plans to ensure business continuity.
Can you assist with cash flow management?
Our cash flow analysis identifies optimization opportunities through budgeting, debt restructuring, and operational efficiency improvements for improved liquidity.
