Bankler, Steven CPA - Bankler Advisory Svc

Accountant in San Antonio, TX
Accountant in San Antonio, TX Steven Bankler is an accountant whose expertise and services include complex business financial planning; business, bankruptcy, estate and divorce litigation; estate planning; and tax preparation. As a consultant and keynote speaker, he regularly shares his knowledge of these topics with huge audiences at conferences and seminars throughout the country. Over the past twenty years, his professional opinions have appeared more than 60 times in a range of major media.

Contact Details

Address
9901 West I-10, #670
San Antonio, TX
Phone
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About Us
read moreSteven Bankler and his team of Certified Public Accountants are seasoned, knowledgeable CPAs. Eliminate unnecessary confusion that comes with hiring bookkeepers, CPAs-in-training interns, or college students in the process of completing their accounting degrees. We Solve Problems and Our Job is to Put Money in Your Pocket! Steven Bankler has more than 43 years of experience in the accounting industry. He established his CPA firm in 1977 and has been solving the pains and making gains for his clients ever since.
Exit Planning & SUCCESSion Planning
read moreEstablishing a solid plan can help you exit your business on top. Steven Bankler and his team of Certified Public Accountants design exit and succession planning strategies for closely held and family-owned businesses. This questionnaire consists of 22 questions which produces a 12-page summary report that will be emailed to you and your Transition Group Advisor. The report ranks the overall preparedness of a company for transition and provides a breakdown of the four major categories of readiness: Finance, Planning, Profit/Revenue and Operations.
Accounting Expert Witness & litigation
read moreAn expert witness provides specialized knowledge so that others may rely on their expertise to understand matters in litigation. Steven Bankler is educated, trained and skilled in providing consulting and testimony regarding accounting and tax issues. Both state and federal courts have qualified Steven Bankler as an expert. He provides litigation support and expert witness testimony for attorneys who need an articulate, credible Certified Public Accountant or Certified Forensic Accountant. Bankler is highly skilled at taking difficult and complicated concepts and breaking them down into an easy-to-understand language that any person can comprehend.
Accounting & Tax Planning
read moreUnderstanding the intricate details of taxes and discovering savings that can benefit you as a business owner or an individual can be a tricky process. Your CPA firm should not just tell you how much more to pay Uncle Sam once a year, it should put money in your pocket. Our ANOTHER PROFIT CENTER service is our commitment to help you make and save money in more ways than a typical CPA firm will do. That's why we include asset protection, IRS negotiation representation, sophisticated tax and financial planning, business negotiations, and exit and estate planning strategies.
Services
read moreWe Solve Problems is a recurring theme that our team of certified public accountants employ for our clients. Our goal with each and every client is to utilize our years of experience and expertise to find creative solutions to your accounting and tax problems. We also firmly believe that Our Job is To Put Money in Your Pocket! We can assist you with a variety of services including accounting and tax planning, forensic investigative accounting, exit planning and SUCCESSion planning, or expert witness and litigation support.
Career Opportunities
read moreWe are currently seeking a Certified Public Accountant who is interested in refining their professional career and improving their work/life balance. Our firm offers a family friendly environment promoting a less than 40-hour work week with Friday afternoons off. Steven Bankler CPA is a niche public accounting firm with expertise in family-owned and closely held businesses. Whether for corporations or individuals, our tax returns are nearly all affiliated with business owners. For over 35 years we continue to find ways to enhance and increase our clients' bottom line - from tax savings and asset protection strategies, to income generating and cost reduction advice.
Testimonials
read moreWhether you need a forensic accounting or expert witness for testimony during litigation proceedings, simple tax preparation for individuals or complex business financial planning and asset analysis for global conglomerates, or estate planning advice, clients of Steven Bankler consistently comment on his firm's personalized and professional attention to detail in meeting and exceeding expectations. Right away Steven recommended a business structure change I wouldn't have thought to consider on my own.
Client Spotlight
read moreClient relationships are the essence of business, and our clients mean the world to us. On a daily basis, these clients indicate that We Solve Problems is not just a slogan with them. They really believe that Our Job is to Put Money in Your Pocket. Learn more about who we serve and how we serve them. Growing up in Piedras Negras, Coahuila, Mexico-just south of Texas along the Rio Grande-Oscar E. Flores dreamed of becoming a designer. Joseph Lukowski has worked tirelessly serving others his entire life.
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