Business Details
44 Years
experience
Your Trusted Accounting Partner in San Antonio
Boehm & Boehm is a locally owned and operated CPA firm with over 50 years of experience serving individuals, businesses, and financial institutions in San Antonio and surrounding areas. Our team provides timely, effective tax preparation, estate planning, and accounting services while maintaining the highest ethical standards. We specialize in minimizing tax liabilities, offering trust and estate planning for individuals, and supporting businesses with strategic financial management.Our long-standing reputation for quality service and personalized attention has made us a trusted partner for clients navigating complex tax and accounting challenges. We prioritize understanding each client's unique needs to deliver tailored solutions that ensure compliance and financial success.
Services
Estate Planning
Business Services
Small Business Accounting
QuickBooks Services
Tax Services
Details
- Year established: 1982
Highlights and features
- We have over 50 years of combined experience in accounting and tax services.
- Our team provides personalized attention to every client's unique needs.
- We specialize in IRS audit representation and complex tax problem resolution.
- Our firm maintains long-standing relationships with local financial institutions.
- We offer tailored QuickBooks setup and small business accounting solutions.
What people say
Leading firms
Personal and professional attention
Professional and responsive
Quality service
Trusted partner
Services
Tax Preparation
Our tax preparation service ensures accurate and compliant filing for individuals and businesses. We identify all eligible deductions and credits to minimize liabilities while maintaining compliance with current tax laws. Our team provides strategic advice to optimize your tax position for the following year.
Small Business Accounting
We offer comprehensive small business accounting solutions including bank reconciliation, financial statement preparation, and general ledger maintenance. Our services help business owners maintain accurate financial records and make informed decisions through regular financial reporting.
Estate Planning
Our estate planning services help clients navigate complex inheritance matters, probate avoidance, and tax minimization strategies. We provide customized solutions for asset distribution, trust creation, and incapacity planning to protect your legacy and family interests.
IRS Audit Representation
We provide expert representation during IRS audits, protecting clients' interests while ensuring compliance. Our team develops strategic responses to audit findings and negotiates with tax authorities to resolve disputes and minimize potential liabilities.
QuickBooks Setup
Our QuickBooks setup service includes customized chart of accounts creation, system configuration, and staff training. We ensure proper implementation of accounting software to maintain accurate financial records and streamline business operations for long-term success.
People
James L Boehm
CPA
Managing partner with 40+ years experience. Former Big 8 firm professional. Specializes in tax compliance and small business consulting. Active in Rotary International and local CPA societies.
Emily Boehm
CPA
Experienced tax professional focusing on individual and business tax planning. Provides strategic financial advice to help clients achieve long-term financial goals through effective tax management.
Jimmy Boehm
CPA
Specializes in small business accounting and QuickBooks implementation. Offers practical financial solutions to help businesses maintain accurate records and improve financial operations.
Questions
What accounting services do you offer for small businesses?
We provide complete small business accounting including bank reconciliation, financial statements, general ledger maintenance, and customized reporting to help business owners make informed financial decisions.
How can you help with estate tax planning?
Our estate planning services include trust creation, probate avoidance strategies, and tax minimization techniques to ensure your assets are distributed according to your wishes while minimizing tax liabilities.
Do you offer IRS audit representation?
Yes, we provide comprehensive IRS audit representation services, including developing defense strategies, preparing documentation, and communicating with tax authorities throughout the audit process.
What QuickBooks services are available?
We offer QuickBooks setup, system configuration, staff training, and ongoing support to ensure proper implementation and maintenance of your accounting software for accurate financial management.
How do you handle complex tax situations?
Our team specializes in resolving complex tax issues including back taxes, IRS liens, wage garnishments, and payment plan negotiations to help clients achieve tax compliance and financial stability.
What sets your firm apart from other accountants?
With over 50 years of combined experience, we offer personalized attention, deep local knowledge, and specialized expertise in tax and accounting matters for individuals and businesses in San Antonio.
