Business Details
49 Years
experience
Trusted Accounting & Tax Solutions in San Antonio
Since 1977, Bankler Partners has delivered strategic financial guidance rooted in problem-solving, integrity, and long-term client relationships. Our mission is to empower business owners with tailored accounting, tax, and advisory solutions, addressing complex challenges in tax planning, asset protection, exit strategies, and forensic accounting. With decades of combined experience, our team of certified public accountants prioritizes proactive service, industry-specific expertise, and personalized strategies to align with each client's unique goals.We serve clients across law, construction, healthcare, and manufacturing sectors, fostering trust through transparency and dependable service that spans generations. Our vision is to remain a trusted partner for business owners navigating financial complexity, leveraging continuous learning and innovative approaches to set standards in professional excellence.
Services
Accounting & Tax Planning
Exit & Succession Planning
Forensic Accounting
Expert Witness & Litigation Support
IRS Negotiation
Tax Strategy
Business Valuation
Asset Protection
Fraud Investigation
Estate Planning
Details
- Year established: 1977
Highlights and features
- Over 45 years of trusted experience serving business owners since 1977.
- Team of certified public accountants with personalized, problem-solving approaches.
- Specializing in complex tax challenges, exit planning, and forensic accounting.
- Full-service advisory firm offering tailored solutions for business transitions.
- Proven $500M+ track record in exit advisory transactions for business owners.
What people say
Holistic approach
Game-changing
Get things done
100% great
Warm community
Services
Accounting & Tax Planning
We provide comprehensive accounting and tax planning for business owners. Our services include asset protection, IRS negotiation, and tax strategy tailored to reduce liabilities and optimize financial outcomes. Our experienced CPAs ensure accurate filings and strategic planning for long-term growth.
Exit & Succession Planning
Specializing in exit and succession planning, we help business owners prepare for transitions through valuation, ownership transfer strategies, and tax-efficient exit plans. Our goal ensures smooth transitions while preserving value and aligning with personal and business objectives.
Forensic Accounting
Our forensic accounting services investigate financial discrepancies, fraud, and misconduct. We provide asset tracing, litigation support, and expert reports to resolve disputes and offer clarity in legal proceedings, ensuring clients make informed decisions based on accurate data.
Expert Witness & Litigation Support
We offer expert witness testimony and litigation consulting in financial legal cases. Our CPAs assist attorneys with fraud analysis, asset valuation, and courtroom-ready reports, providing clear explanations to support legal strategies and strengthen case outcomes.
IRS Negotiation
Bankler Partners represents clients in IRS negotiations, resolving audits, back taxes, and compliance issues. We work directly with the IRS to negotiate settlements, payment plans, and ensure compliance, minimizing stress and financial impact for business owners.
Questions
What accounting services does Bankler Partners offer?
We provide accounting, tax planning, exit strategies, forensic accounting, IRS negotiation, and litigation support tailored to business owners' needs.
How can I schedule a complimentary consultation?
Contact us via phone at (210) 691-3133 for a free 1-hour review of your tax situation.
Which areas does Bankler Partners serve?
Primarily San Antonio and surrounding Texas regions, with clients across diverse industries.
Are Bankler Partners' CPAs certified?
Yes, our team includes CPAs with additional certifications like PFS, Cr.FA, and CGMA for specialized expertise.
What industries does Bankler specialize in?
We serve healthcare, construction, professional services, manufacturing, and government contracting sectors.
