Business Details
Trusted Accounting and Tax Services in San Antonio
Herbert Kraus, CPA has provided comprehensive financial services to individuals and businesses in San Antonio, Texas, since the firm's founding. Our team of certified professionals combines decades of experience with personalized strategies to address complex financial challenges. We specialize in tax preparation, retirement planning, estate management, and small business accounting, leveraging our deep understanding of evolving regulations to deliver actionable solutions.Our commitment to proactive service ensures clients receive timely guidance before challenges arise, while our local expertise in North Central San Antonio and surrounding communities strengthens our ability to meet specific regional needs. Through partnerships with specialized advisors, we offer integrated financial planning that spans legal, investment, and insurance considerations.
Services
Personal Financial Planning
Retirement Planning
Estate Planning
Small Business Accounting
Payroll Services
Tax Preparation
IRS Audit Representation
QuickBooks Services
Business Valuation
Succession Planning
Highlights and features
- We offer 30+ years of combined experience in tax and financial planning
- Our team includes certified CPAs and investment advisors
- We provide proactive solutions before problems arise
- Specialized expertise in cross-border business formations
- Locally rooted with deep understanding of San Antonio's financial landscape
Services
Personal Financial Planning
Our personalized financial planning service creates comprehensive strategies to manage risk and grow wealth. We analyze assets, liabilities, and goals to develop customized roadmaps for retirement, education funding, and estate preservation. With specialized attention to tax implications and investment optimization, we help clients achieve financial freedom through structured, long-term planning.
Small Business Accounting
We provide complete accounting solutions for small businesses including bank reconciliations, financial statement preparation, and general ledger maintenance. Our services ensure accurate financial reporting while allowing business owners to focus on operations. Monthly or quarterly packages include income statements, balance sheets, and unlimited consultations for financial clarity and decision-making support.
IRS Audit Representation
Our IRS audit representation service protects clients during tax examinations through professional advocacy and documentation management. We handle all communications with tax authorities, negotiate settlements, and develop payment plans for back taxes. Specializing in lien and levy releases, we resolve complex tax issues including unfiled returns and innocent spouse relief with proven strategies.
Retirement Planning
We create customized retirement strategies considering tax implications, income sources, and lifestyle goals. Our analysis includes Social Security optimization, withdrawal strategies, and plan selection (IRAs, 401(k)s). We evaluate current financial positions against future needs, ensuring clients maintain financial independence while minimizing tax exposure throughout their retirement years.
Estate Planning
Our estate planning service minimizes probate costs and tax liabilities through strategic document preparation. We coordinate wills, trusts, and power of attorney arrangements while addressing healthcare directives and asset distribution. With expertise in intergenerational wealth transfer and charitable giving, we create legally sound plans that protect family legacies and ensure client intentions are honored.
People
Herbert (Bert) N. Kraus, Jr.
CPA
Third-generation CPA with 30+ years experience in tax and financial planning. Specializes in cross-border business formations and estate planning. Member of AICPA and Texas Society of CPAs. Graduated from University of Texas at Austin with BBA in 1985.
Karina Chavez Garcia
CPA/Office Manager
Certified Public Accountant with 15+ years in tax preparation and business formation. Holds Masters in Public Accountancy from Texas A&M International University. Specializes in IRS problem resolution and payroll services while managing office operations.
Irma Laura Davila
Senior Tax Accountant
30-year firm veteran with expertise in corporate and individual tax services. Supervises payroll preparation and reporting. Holds associates degree in accounting and extensive experience with nonprofit organizations and partnership tax returns.
Amber Avis
Financial/Tax Accountant
Graduate from University of Missouri pursuing Masters in Accounting. Handles bookkeeping, payroll, and tax preparation. Registered Texas Life Agent coordinating financial seminars. Specializes in integrating tax strategies with investment planning for optimal client outcomes.
Blanca M. Cruz
Financial/Tax Accountant
15-year team member with expertise in accounting and payroll services across multiple industries. Progressed from receptionist to key accounting role. Provides personalized tax solutions while maintaining deep institutional knowledge of client histories and needs.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including bank reconciliations, financial statements, general ledger maintenance, and payroll processing. Our services ensure accurate financial reporting while allowing business owners to focus on operations.
How can you help with IRS tax problems?
Our IRS audit representation includes negotiating settlements, managing documentation, and developing payment plans. We resolve issues with back taxes, liens, levies, and unfiled returns while minimizing client liability.
Do you offer QuickBooks support for businesses?
Yes, we provide QuickBooks setup, training, and optimization services. Our team ensures proper software configuration and helps businesses maximize features for efficient financial management.
What estate planning services are available?
We create comprehensive estate plans including wills, trusts, and power of attorney documents. Our services minimize probate costs, address healthcare directives, and ensure proper asset distribution according to client intentions.
How do you approach retirement planning?
We analyze current financial positions, develop tax-efficient withdrawal strategies, and optimize Social Security benefits. Our plans consider lifestyle goals and include regular reviews to adapt to changing circumstances.
What areas do you serve?
Primarily serving San Antonio's North Central Neighborhood, Churchill Estates, Castle Hills, and Hollywood Park areas. We also assist clients throughout Texas and those establishing businesses in the state.
