Business Details
50 Years
experience
Expert Accounting & Financial Services in San Antonio
Established in 1976, our firm has built a legacy of excellence in accounting, business valuation, and litigation support services. Our team of Certified Public Accountants (CPAs), Certified Valuation Analysts (CVAs), and Master Analysts in Financial Forensics (MAFF) brings decades of combined experience to clients across San Antonio, South Texas, and the Southwest. We specialize in delivering precise financial solutions tailored to individuals, businesses, and corporations, with expertise in tax planning, forensic accounting, and business succession strategies. Our professionals are recognized leaders in litigation support, providing expert testimony and analysis in complex legal cases. Affiliated with prestigious organizations like the National Association of Certified Valuators and Analysts (NACVA) and the Texas Society of CPAs, we uphold rigorous standards of professionalism and ethics.With a focus on personalized service and technical excellence, we help clients navigate financial challenges while ensuring compliance with evolving regulations. Our commitment to innovation is reflected in our status as Certified QuickBooks Professional Advisors, integrating cutting-edge tools with traditional accounting practices. We maintain active roles in shaping industry standards through participation in professional committees and publishing thought leadership in valuation and forensic accounting. This depth of experience and dedication to client success has solidified our reputation as a trusted financial partner in both local and national markets.
Services
Business Valuation
Tax Services
Litigation Support
Forensic Accounting
Oil & Gas Consulting
Details
- Year established: 1976
Highlights and features
- We offer 45+ years of experience in accounting and business valuation
- Our team holds elite certifications including CVA and MAFF designations
- Specialized litigation support with courtroom-tested expertise
- Certified QuickBooks Professional Advisors for technology-integrated solutions
- Active participants in shaping national accounting and valuation standards
Associations and certifications
- Certified Public Accountants (CPA)
- Certified Valuation Analyst (CVA)
- Master Analyst in Financial Forensics (MAFF)
Services
Business Valuation
Our certified valuation analysts provide accurate business assessments for legal, tax, and strategic purposes. We employ specialized methodologies to determine fair market value for diverse industries including oil & gas, healthcare, and manufacturing. With expertise in SFAS 141/142 compliance and stock option valuations, we deliver defensible valuations for mergers, acquisitions, and litigation cases.
Litigation Support
We offer expert witness testimony and financial analysis for legal proceedings. Our team specializes in calculating economic damages, analyzing business interruptions, and resolving disputes related to fraud, breach of contract, and shareholder disagreements. With courtroom experience in federal and state courts, we provide clear, evidence-based financial insights for complex litigation cases.
Tax Services
Comprehensive tax solutions for individuals and businesses focus on minimizing liabilities while ensuring compliance. We handle federal, state, trust, and estate tax matters with strategic planning to optimize financial outcomes. Our approach combines technical expertise with proactive advice to address both immediate obligations and long-term tax efficiency.
Oil & Gas Consulting
Specialized consulting services for oil & gas companies include royalty interest valuations and operational financial analysis. We address unique challenges in this sector through expertise in mineral rights valuation, production tax credits, and succession planning. Our solutions help energy firms manage financial risks and maximize asset value in volatile market conditions.
Forensic Accounting
Our forensic accountants investigate financial discrepancies and fraud allegations with meticulous attention to detail. Services include asset tracing, embezzlement investigations, and expert reporting for legal proceedings. We apply advanced analytical techniques like Benford's Law and Monte Carlo simulations to uncover financial irregularities and support dispute resolution.
People
CP Schumann
Founder / Certified Public Accountant
CPA, CVA, and MAFF designee with 45+ years experience in accounting and valuation. Nationally recognized speaker and author on forensic accounting topics. Holds leadership roles in multiple professional associations including NACVA and AICPA.
Questions
What accounting services do you offer?
We provide tax planning, business valuation, litigation support, forensic accounting, and oil & gas consulting services to individuals and businesses.
How do you handle business valuations?
Our certified valuators use industry-specific methodologies to assess business worth for mergers, legal disputes, and succession planning across multiple sectors.
Do you specialize in any industries?
While serving diverse clients, we have particular expertise in oil & gas, healthcare, manufacturing, and professional services sectors.
Can you assist with litigation matters?
Yes, our team provides expert witness testimony, economic damage calculations, and financial analysis for legal proceedings in state and federal courts.
Are you available for tax planning?
We offer comprehensive tax planning services to minimize liabilities for individuals and businesses, covering federal, state, and estate tax considerations.
What certifications do your staff hold?
Our professionals maintain elite credentials including CPA, CVA, MAFF, and QuickBooks ProAdvisor designations to ensure technical excellence.
