Business Details
27 Years
experience
Your Trusted San Antonio Accounting Partner
Since 1999, BWCO CPAs has been dedicated to providing clients with balance and peace of mind in a taxing world. As a women-owned CPA firm based in San Antonio, Texas, we prioritize personalized, accurate, and value-added services that help clients prosper. Our small team has grown exponentially in experience and talent while maintaining a commitment to kindness, clarity, and lifelong learning. We specialize in business and individual tax services, estate and trust tax solutions, and strategic financial planning, combining technological innovation with a neighborly approach. Our virtual environment ensures convenience without compromising the personalized touch that defines our client relationships.With over two decades of expertise, we serve as trusted advisors, guiding clients through complex tax landscapes with proactive planning and tailored solutions. Our team of professional women brings a wealth of knowledge, ensuring compliance and financial clarity for businesses and individuals alike. We believe in two-way relationships, empowering clients to navigate life's changes with confidence. From customized accounting setups to fiduciary support, we strive to be more than a once-a-year tax partner. Our dedication to excellence is reflected in our meticulous tax process, which prioritizes seamless communication and client education at every stage.
Services
Business Tax Services
Individual Tax Planning
Estate Tax Compliance
Strategic Tax Planning
Virtual Accounting
Details
- Year established: 1999
Highlights and features
- We offer 20+ years of specialized tax expertise in San Antonio
- Our personalized approach combines technology with neighborly service
- We provide proactive tax planning for life's major transitions
- Our women-led team delivers value-added financial guidance
- We maintain transparent communication throughout the tax process
Services
Business Tax & Accounting
Our business tax solutions include customized accounting setups, bookkeeping, and strategic planning for growth. We provide comprehensive compliance services for corporations, partnerships, and pass-through entities. Our team offers regular owner meetings and tailored tax strategies that align with personal financial goals.
Individual Tax Services
We deliver proactive tax planning and annual compliance for individuals navigating life changes. Our services include quarterly planning sessions, strategic tax estimates, and personalized return preparation. We focus on long-term financial clarity and regulatory compliance for all income levels.
Estate & Trust Tax
Our estate and trust tax services cover federal and state compliance, gift tax reporting, and fiduciary guidance. We help executors and trustees manage complex responsibilities with confidence. Our experts ensure proper documentation and strategic tax planning for estates of all sizes.
Strategic Tax Planning
We offer year-round tax planning to optimize financial outcomes for businesses and individuals. Our approach includes scenario analysis, regulatory compliance strategies, and proactive adjustments for changing circumstances. We integrate tax planning with overall financial objectives for maximum benefit.
Virtual Accounting
Our secure digital platform enables seamless virtual accounting and tax services. Clients receive document management, electronic filing, and remote consultations. This technology-driven approach maintains personalized service while enhancing convenience and accessibility.
People
Kylene Carse
CPA Partner
Kylene Carse, CPA Partner at BWCO, has over 20 years of experience in accounting. She specializes in small business clients across diverse industries and holds certifications in cloud accounting software. Her approach combines technical expertise with personalized service.
Marisol Orozco
CPA Partner
Marisol Orozco, CPA Partner, brings extensive experience in tax compliance and strategic planning. She focuses on helping clients navigate complex tax scenarios while maintaining a commitment to personalized service and technological innovation.
Becca Williams
EA
Becca Williams, Enrolled Agent, specializes in tax compliance and advisory services. With deep expertise in individual and business taxation, she provides clients with strategic guidance to optimize financial outcomes and ensure regulatory compliance.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting including bookkeeping, tax compliance, strategic planning, and financial reporting tailored to small businesses across various industries.
How does your tax planning process work?
Our tax process includes document collection, preparation with CPA review, and secure electronic filing. We emphasize proactive planning through quarterly consultations and personalized strategy sessions.
Do you offer virtual accounting services?
Yes, we provide secure virtual accounting services using cloud-based platforms for document management, remote consultations, and electronic tax filing.
What estate tax services do you provide?
We handle federal and state estate tax compliance, gift tax reporting, and fiduciary guidance to help executors and trustees manage complex responsibilities with confidence.
How can I get started with your services?
Contact us through our website or phone to schedule an initial consultation. We'll assess your needs and create a customized service plan tailored to your specific requirements.
