Business Details
49 Years
experience
Your Trusted Partner for Accounting Solutions in San Antonio
Bankler, Steven CPA - Bankler Advisory Svc has been delivering strategic financial guidance since 1977, specializing in problem-solving and long-term client relationships. Our team of certified public accountants provides tailored accounting, tax planning, and advisory services to business owners across diverse industries. With decades of combined experience, we focus on complex financial matters including forensic accounting, exit planning, and litigation support.Our reputation is built on integrity, personalized service, and a commitment to helping clients navigate tax complexity, protect assets, and achieve long-term value. We serve clients throughout Texas and beyond, offering a complimentary initial consultation to assess financial needs and develop customized solutions.
Services
Accounting & Tax Planning
Exit & Succession Planning
Forensic Accounting
Expert Witness Services
Litigation Support
Details
- Year established: 1977
Highlights and features
- We have over 45 years of experience serving business owners since 1977
- Our full-service approach covers tax planning, forensic accounting, and exit strategies
- We specialize in resolving complex tax problems with creative solutions
- All client work is handled directly by licensed CPAs with industry expertise
- We offer personalized, problem-solving approaches tailored to each client's needs
What people say
Proactive approach
Creative advice
Holistic approach
Game-changing solutions
Trusted team
Services
Accounting & Tax Planning
We provide comprehensive accounting and tax planning solutions including asset protection, IRS negotiation, and tax strategy. Our CPAs analyze business structures to minimize liabilities and optimize tax efficiency. We prepare accurate returns while developing long-term strategies to reduce tax burdens legally.
Exit & Succession Planning
Our experts help business owners plan for retirement, ownership transfer, or sale. We conduct business valuations, develop tax-efficient exit strategies, and coordinate with legal advisors. Our goal is to protect business value and ensure smooth transitions while minimizing tax liabilities.
Forensic Accounting
We investigate financial discrepancies, fraud, and asset disputes through detailed record analysis. Our CPAs provide litigation support, asset tracing, and expert reporting. We deliver clear documentation and testimony for legal proceedings while maintaining strict professional standards.
Expert Witness Services
Our CPAs serve as expert witnesses in financial litigation cases. We analyze complex financial data, prepare court-ready reports, and provide clear testimony in depositions and trials. Our expertise covers fraud investigations, asset valuation, and financial misrepresentation cases.
Litigation Support
We assist attorneys with financial aspects of legal cases through document analysis and expert consultation. Our services include preparing financial exhibits, reviewing opposing expert reports, and providing strategic guidance. We help legal teams build stronger cases with accurate financial insights.
People
Steven Bankler
Founding Partner, CPA
Steven Bankler established Bankler, Steven CPA - Bankler Advisory Svc in 1977 and has over 45 years of experience in accounting and tax advisory. He specializes in forensic accounting and has served as an expert witness in high-profile financial cases.
Gina Valorz
Managing Partner, CPA
Gina Valorz leads Bankler, Steven CPA - Bankler Advisory Svc' strategic direction with expertise in personal finance and business succession planning. She has been instrumental in expanding the firm's service offerings and maintaining its reputation for excellence.
Questions
What accounting services do you offer?
We provide comprehensive accounting and tax planning services including asset protection, IRS negotiation, tax strategy, and exit planning tailored to business owners' needs.
Do you offer free consultations?
Yes, we offer a complimentary 1-hour consultation to review your financial situation and discuss potential solutions to your accounting challenges.
What industries do you specialize in?
We work with clients across law, construction, healthcare, professional services, and government contracting, providing industry-specific accounting expertise.
How do you handle complex tax problems?
Our team uses strategic planning and in-depth analysis to resolve complex tax issues, focusing on legal compliance and minimizing tax liabilities through proven methods.
What sets you apart from other accounting firms?
We combine decades of experience with personalized service, handling all work directly through licensed CPAs rather than junior staff or outsourced teams.
