Business Details
34 Years
experience
Trusted Accounting Services in San Antonio, TX
Founded in 1992 by Theresa Y. Britts, our firm has built a legacy of excellence in accounting and financial advisory services. With decades of combined experience, our team of Certified Public Accountants and advisors serves businesses, individuals, and nonprofit organizations across San Antonio and beyond. We prioritize continuous education to stay ahead of evolving financial regulations and technologies, ensuring our clients receive forward-thinking solutions.Our commitment to diversity and community engagement reflects our belief that accounting is not just about numbers but about building trust and long-term relationships. Recognized by the Alamo City Black Chamber of Commerce as Small Business of the Year in 2017, we remain dedicated to delivering personalized service that empowers clients to achieve financial confidence and growth.
Services
Tax Preparation
Audits
Financial Planning
Fraud Investigation
QuickBooks Help
Bookkeeping
Business Advisory
Payroll Services
Retirement Planning
Tax Audits
Details
- Year established: 1992
Highlights and features
- We have over 30 years of experience in certified public accounting and financial advisory services.
- Our team includes PCAOB-certified professionals and experts with diverse industry backgrounds.
- We provide personalized service tailored to each client's unique business and financial needs.
- Our firm holds multiple certifications recognizing our commitment to diversity and excellence.
- We combine technical expertise with a deep understanding of local market dynamics in San Antonio.
Associations and certifications
- PCAOB
- South Central Texas Regional Certification Agency
- State of Texas Historically Underutilized Business (HUB)
- State of Texas Disadvantaged Business Enterprise (DBE)
Services
Tax Preparation
Our tax preparation services cover individual, corporate, and nonprofit entities with meticulous attention to compliance and optimization. We leverage deep expertise in federal and state tax codes to maximize refunds and minimize liabilities. Clients benefit from personalized guidance through complex tax situations and proactive year-round tax planning strategies.
Financial Audits
We conduct comprehensive financial audits for businesses, nonprofits, and government-funded organizations with rigorous adherence to accounting standards. Our team provides independent assessments of financial statements, internal controls, and regulatory compliance. Clients receive actionable recommendations to improve financial health and operational efficiency.
Business Advisory
Our advisory services help businesses navigate critical decisions through financial analysis and strategic planning. We assist with mergers and acquisitions, business valuations, and operational restructuring. Clients gain access to expert insights that enhance decision-making and long-term sustainability.
Fraud Investigation
We specialize in detecting and resolving financial fraud through detailed forensic analysis and investigative procedures. Our services include asset tracing, damage quantification, and expert court testimony. Clients receive thorough documentation and strategic guidance to mitigate risks and recover losses.
QuickBooks Help
Our QuickBooks specialists provide training, system setup, and ongoing support to optimize accounting workflows. We help businesses implement efficient bookkeeping practices and resolve software challenges. Clients benefit from streamlined financial management tailored to their specific operational needs.
People
Theresa (Teri) Britts
Managing Partner
With over 33 years in public accounting, Teri specializes in audits, business valuations, and expert financial testimony. She leads complex due diligence projects and advises on business reorganizations. A recipient of Texas' Best Practices Business Skills award, she actively contributes to community development initiatives.
Monica Swenson
MBA in Finance
Monica brings 28 years of finance and accounting experience, specializing in internal controls and tax consultations. She holds an MBA in Finance from UT San Antonio and provides strategic financial analysis for diverse industries while maintaining CPA certification.
Sandra K. Rodriguez
Audit Manager
With 27 years in public and private accounting, Sandra manages audits for profit and nonprofit organizations. She holds a BBA in Accounting from St. Mary's University and combines audit expertise with ongoing CPA certification pursuits.
Jorge Arroyo
Professional Staff
A former 20-year US Army officer, Jorge provides accounting services with military precision. He holds dual degrees in Accounting and Finance from UT San Antonio and is pursuing CPA certification while applying disciplined analytical approaches to client needs.
Gladys Sanchez
BBA in Accounting
Gladys offers expertise in bookkeeping and tax preparation for corporations and nonprofits. With a BBA from UT San Antonio, she combines nonprofit sector experience with ongoing pursuit of CPA certification and Masters in Accountancy studies.
Questions
What accounting services do you offer?
We provide tax preparation, audits, financial planning, fraud investigations, QuickBooks support, payroll processing, and business advisory services for individuals and organizations.
Are your accountants certified?
Yes, our team includes Certified Public Accountants (CPAs) licensed by the Texas State Board of Public Accountancy with ongoing professional education requirements.
Do you serve businesses outside San Antonio?
While based in San Antonio, we serve clients across South Central Texas and nationally through remote consulting and advisory services.
What industries do you specialize in?
Our team has experience in nonprofit organizations, healthcare, government contracting, real estate, education, and various for-profit sectors.
How do you handle tax audits?
We provide expert representation during IRS audits, including preparation of documentation, negotiation of payment agreements, and resolution strategies.
Can you assist with business succession planning?
Yes, we help businesses with transition planning, including valuation analysis, tax implications, and succession strategy development.
