Business Details
43 Years
experience
Your Trusted Accounting Partner in San Antonio
Gilliam & Associates has been delivering expert accounting and financial solutions since 1983, specializing in tailored services for medical and dental practices, law firms, technology businesses, and high-net-worth individuals. Our family-owned firm prioritizes meaningful client relationships, combining decades of industry-specific experience with personalized attention to help clients navigate complex financial landscapes. We leverage advanced technology and a collaborative approach to streamline accounting processes, offering real-time financial insights and fixed monthly pricing for predictable budgeting.Our team of certified professionals provides comprehensive services including tax planning, payroll management, bookkeeping, and cybersecurity consulting, ensuring clients can focus on core operations while maintaining financial health. With deep familiarity in addressing industry challenges like healthcare reform and cash flow management, we empower businesses to achieve long-term profitability through data-driven strategies and transparent communication.
Services
Tax Preparation
Payroll Services
Bookkeeping
Financial Planning
Cybersecurity Consulting
Estate & Trust Services
Details
- Year established: 1983
Highlights and features
- We offer 40+ years of specialized experience in medical and legal accounting.
- Our team provides industry-specific insights for healthcare and technology businesses.
- We implement secure online platforms for real-time financial visibility.
- Our fixed monthly fee structure ensures predictable budgeting.
- We maintain long-term client relationships built on trust and transparency.
Services
Tax Preparation
Our tax preparation services combine industry expertise with personalized attention to ensure compliance and optimize financial outcomes. We specialize in handling complex tax situations for medical professionals, law firms, and technology businesses. By maintaining up-to-date knowledge of evolving regulations, we help clients minimize liabilities while maximizing legitimate deductions and credits.
Payroll Services
We streamline payroll processing through automated systems that ensure accurate and timely payments while maintaining compliance with tax regulations. Our services include tax remittance, W-2 preparation, and digital paystub distribution. This comprehensive approach reduces administrative burdens, allowing businesses to focus on core operations without payroll-related stress.
Bookkeeping
Our bookkeeping solutions provide real-time financial visibility through accurate transaction recording and account reconciliation. We manage electronic payments, credit card expenses, and expense reports using secure digital platforms. This service ensures businesses maintain organized financial records essential for informed decision-making and regulatory compliance across various industries.
Cybersecurity Consulting
We offer cybersecurity guidance tailored for small businesses facing modern digital threats. Our consulting services include risk assessment, employee training, and implementation of protective measures against data breaches. By translating technical jargon into practical solutions, we help clients protect sensitive financial information without requiring extensive technical expertise.
Financial Planning
Our financial planning services focus on long-term stability and growth through customized strategies for high-net-worth individuals and business owners. We analyze cash flow, investment opportunities, and tax implications to create comprehensive plans. This proactive approach helps clients achieve both personal financial goals and business expansion objectives while maintaining regulatory compliance.
People
Lance A. Gilliam
CPA Partner
Lance A. Gilliam brings decades of accounting expertise to Gilliam & Associates, specializing in medical practice financial management. He focuses on delivering personalized solutions while maintaining the firm's commitment to exceptional client service.
Perry Deckard
CPA Partner
Perry Deckard offers extensive experience in tax planning and business consulting for legal professionals. As a partner, he ensures clients receive strategic financial guidance tailored to their specific industry requirements and growth objectives.
Questions
What industries do you specialize in?
We specialize in serving medical and dental practices, law firms, technology businesses, and high-net-worth individuals with tailored accounting solutions.
How do you handle cybersecurity for accounting data?
We implement secure digital platforms and provide cybersecurity guidance to protect sensitive financial information from modern digital threats.
Do you offer fixed-fee pricing?
Yes, we bundle services for a predictable monthly fee that includes accounting, tax preparation, and financial consulting services.
How can I access my financial information?
Our clients receive real-time access to financial data through our secure online platform with 24/7 availability and digital document storage.
What sets you apart from larger accounting firms?
As a family-owned practice, we prioritize personalized service and long-term client relationships while maintaining the same professional standards as larger firms.
