Business Details
Expert Accounting and Tax Services in San Antonio
Guerrero CPA is a San Antonio-based accounting firm dedicated to transforming how clients approach taxation through proactive strategies and personalized service. With a team of Certified Public Accountants, Tax Consultants, and ecosystem partners, we provide integrated solutions for individuals and businesses. Our focus on education empowers clients to make informed financial decisions, combining technical expertise with a commitment to client success. Founded on values of integrity and innovation, we specialize in tax preparation, strategic planning, and IRS representation.Our 17-year experienced professionals leverage certifications in QuickBooks, Microsoft Great Plains, and other platforms to deliver tailored financial guidance. We emphasize mutual responsibility, requiring accurate client data to optimize results while maintaining accountability and transparency. Our mission is to help clients think like the wealthy, preserving and growing their assets through customized tax strategies.
Services
Tax Preparation
Tax Strategies
IRS Representation
Advisory Services
Accounting Services
Highlights and features
- Our team includes Certified Public Accountants with 17 years of industry-specific expertise.
- We collaborate with ecosystem partners like attorneys and financial advisors for comprehensive solutions.
- Personalized tax strategies tailored to individual business needs and financial goals.
- Proven track record helping high-income earners and small businesses save thousands annually.
- Specialized knowledge in real estate investment tax planning through practical experience.
Associations and certifications
- Certified Public Accountant (CPA)
- ProAdvisor with Intuit QuickBooks
- Great Plains Certified Accounting Applications Specialist (CAAS)
- Great Plains Certified Implementation Specialist (CIS)
- Microsoft Great Plains Trainer
- Microsoft CRM Implementation and Training Specialist
- Onyx Certified Consultant
What people say
Saved me a lot on taxes
Amazing team
Highly knowledgeable
Financial strategist & mentor
Personalized tax strategy
Services
Tax Preparation
Our tax preparation services ensure accurate and compliant filing for individuals and businesses. We utilize CCH Tax Research Service for precise calculations and electronic filing through IRS E-File. Our process includes document review, return preparation, and strategic deduction identification to maximize refunds while maintaining compliance with federal and state regulations.
Tax Strategies
We develop customized tax strategies to legally minimize liabilities and optimize financial outcomes. Our approach includes retirement planning, college savings strategies, and investment optimization. Through tax check-ups and in-depth planning sessions, we help clients implement wealth preservation techniques and execute strategies that align with long-term financial goals.
IRS Representation
Our IRS representation services resolve audits, back taxes, and collection issues. We handle negotiations for offers in compromise, payment plans, and innocent spouse relief. Our team manages all IRS communications, working to release levies, liens, and wage garnishments while developing sustainable solutions for tax debt problems.
Advisory Services
Our advisory services focus on building and preserving wealth through personalized financial planning. We provide guidance on retirement readiness, risk management, and estate planning. Our professionals help clients develop comprehensive strategies for asset protection, investment optimization, and intergenerational wealth transfer.
Accounting Services
We offer comprehensive accounting services including financial statement preparation and business process optimization. Our expertise with QuickBooks and Microsoft Great Plains systems ensures accurate record-keeping. We provide ongoing support for payroll, financial reporting, and business structure optimization to maintain financial health and regulatory compliance.
People
Ed Guerrero
CPA, Owner
Ed Guerrero is a Certified Public Accountant with 17 years of experience in accounting software systems. He holds multiple certifications including QuickBooks ProAdvisor and Microsoft Great Plains specialties. As both practitioner and real estate investor, he combines technical expertise with practical business insights to deliver strategic financial solutions.
Questions
What's the difference between tax preparation and tax strategies?
Tax preparation focuses on completing required forms, while tax strategies involve proactive planning to legally minimize tax liabilities through deductions, credits, and financial decisions.
How can Guerrero CPA help with IRS problems?
We provide comprehensive IRS representation including audit defense, back tax resolution, lien/levy release, and payment plan negotiations. Our team handles all communications to protect your interests.
What accounting services do you offer?
We provide full-service accounting including financial statement preparation, bookkeeping, payroll processing, and business structure optimization using QuickBooks and Microsoft Great Plains systems.
Do you work with real estate investors?
Yes, we specialize in real estate tax planning. Our CPA has personal investment experience and provides tailored strategies for property management, depreciation, and investment growth.
How do tax strategy sessions work?
Sessions begin with document review followed by personalized planning. We develop customized strategies, provide implementation guidance, and offer ongoing support to optimize your tax position.
What makes your firm unique?
We combine CPA expertise with ecosystem partnerships, offering integrated solutions. Our focus on education empowers clients to make informed decisions while our proactive strategies deliver measurable financial benefits.
