Business Details
Your Trusted San Antonio Accountants for Business & Tax Solutions
Chase & Chase has been delivering comprehensive business and tax solutions to the San Antonio community for over two decades. Our team combines extensive expertise in tax, accounting, auditing, legal matters, insurance, investments, and fiduciary roles to provide unmatched support for businesses and individuals. We specialize in navigating complex financial decisions that impact cash flow, business operations, and long-term planning. Our services include business and tax planning, wealth preservation strategies, generational legacy planning, and estate and trust administration.We serve a diverse clientele, including business owners, entrepreneurs, high-net-worth families, and executors, offering tailored solutions to address their unique needs. Our deep understanding of multi-entity structures, asset protection, and risk management positions us as a trusted advisor for clients seeking holistic financial guidance. By maintaining a client-centric approach, we ensure transparency, compliance, and strategic growth opportunities for every individual and organization we serve.
Services
Business & Tax Planning
Wealth Preservation
Generational Legacy Services
Estate & Trust Administration
Fiduciary Guidance
Highlights and features
- 20+ years of combined experience in tax, accounting, and fiduciary services
- Customized strategies for business owners and high-net-worth families
- Integrated approach combining legal, insurance, and investment expertise
- Specialized services for multi-entity entrepreneurs and estate administration
- Proven track record in minimizing tax liabilities and maximizing asset growth
Services
Business & Tax Planning
We help business owners navigate complex tax decisions through expansion planning, entity restructuring, and fringe benefit analysis. Our solutions address cash flow optimization, compliance requirements, and long-term financial stability while maintaining proper accounting processes. Clients benefit from strategic guidance tailored to their operational needs and growth objectives.
Wealth Preservation
Our wealth preservation services focus on risk management and cash flow optimization through business planning, charitable gifting, and investment guidance. Designed for high-net-worth individuals, we create structures that protect assets from potential threats while ensuring liquidity for ongoing financial goals. Services include operational planning and specialized strategies for real estate holdings.
Generational Legacy Planning
We assist families and business owners in transferring wealth across generations through estate and gift planning, family business succession, and fiduciary guidance. Our approach minimizes estate taxes while fulfilling charitable objectives and ensuring smooth transitions for family businesses. Services integrate with trust structures and compliance requirements.
Estate & Trust Administration
We support executors and trustees with document compliance, tax planning, and distribution requirements. Our services facilitate communication between attorneys, beneficiaries, and financial institutions while handling accounting and administrative tasks. We specialize in complex estate scenarios requiring expert navigation of legal and tax obligations.
People
Neal Chase
CPA, JD
Combines legal and accounting expertise to address complex business and tax matters. Focuses on strategic planning for business owners and high-net-worth individuals while maintaining compliance with regulatory requirements.
Karen Chase
CPA
Specializes in tax compliance and fiduciary responsibilities. Provides actionable solutions for asset preservation and estate administration while ensuring accurate financial reporting across multiple service areas.
Cecilia Bruce
CPA
Concentrates on wealth management strategies and business planning. Expertise includes optimizing financial structures for multi-entity entrepreneurs and implementing tax-efficient investment frameworks for high-net-worth clients.
Christine Fritzsche
Supports comprehensive financial planning initiatives with emphasis on operational efficiency and long-term growth strategies. Assists business owners in implementing scalable accounting processes aligned with tax obligations.
Sabrina Harrell
Contributes to estate and trust administration services by coordinating between legal professionals and beneficiaries. Focuses on maintaining compliance with distribution requirements while optimizing tax outcomes for complex family structures.
Questions
What services does Chase & Chase offer?
We specialize in business and tax planning, wealth preservation, generational legacy planning, and estate/trust administration tailored for business owners and high-net-worth families.
How can business owners benefit from your services?
We provide entity restructuring, expansion planning, and cash flow optimization strategies while ensuring tax compliance and long-term financial stability for growing businesses.
Do you work with multi-entity entrepreneurs?
Yes, we help entrepreneurs manage complex business structures through integrated tax planning, succession strategies, and operational efficiency improvements across multiple entities.
What estate planning services are available?
We offer estate tax minimization, family business succession planning, fiduciary guidance, and trust administration services to ensure smooth wealth transfers across generations.
How do I request a consultation?
You can schedule a discovery call through our website to discuss your specific needs with our team of tax and business planning professionals.
