Business Details
Your Trusted Partner for Accounting & Tax Solutions
Chase & Chase has remained dedicated to delivering comprehensive accounting and tax solutions since our establishment. Our team combines extensive expertise in taxation, accounting, auditing, legal matters, business strategy, insurance, investments, and fiduciary roles to serve clients across the San Antonio area. With over two decades of experience, we specialize in navigating complex financial scenarios for business owners, high-net-worth individuals, and families. Our services address critical decision-making processes that impact cash flow, tax obligations, and long-term wealth preservation. We distinguish ourselves by offering integrated solutions that span business tax planning, generational legacy management, and estate administration.Our approach emphasizes personalized strategies tailored to each client's unique circumstances while maintaining rigorous compliance standards. Through proactive risk management and customized accounting processes, we help clients optimize financial outcomes. Our commitment to excellence is reflected in our multidisciplinary expertise and client-focused methodology. By consolidating diverse financial disciplines under one roof, we provide unparalleled convenience and comprehensive support. Our proven track record demonstrates our ability to address complex financial challenges effectively and efficiently.
Services
Business Tax Planning
Wealth Preservation Planning
Generational Legacy Planning
Estate Administration
Trust Services
Entity Restructuring
Fringe Benefit Planning
Financial Planning
Risk Management
Accounting Services
Highlights and features
- We combine 20+ years of experience in accounting, tax, and fiduciary services
- Our team includes CPAs and legal experts with multidisciplinary expertise
- We specialize in complex tax and estate planning for high-net-worth clients
- Our integrated approach handles business, investment, and family wealth needs
- Proven track record helping San Antonio clients since 1995
Services
Business Tax Planning
Our business tax planning service delivers customized strategies for complex financial scenarios. We help entrepreneurs navigate tax implications related to business reorganizations, succession planning, and operational decisions. With combined CPA and legal expertise, we optimize tax outcomes while ensuring compliance. Our approach integrates annual tax services with long-term strategic planning.
Wealth Preservation Planning
We design comprehensive wealth preservation strategies to protect family assets across generations. Our services include business planning, charitable gifting strategies, and investment structure optimization. We address unique needs like rental properties, royalties, and ranch management while balancing growth and tax efficiency. Our multidisciplinary approach ensures holistic wealth management solutions.
Generational Legacy Planning
Our generational legacy planning service focuses on family business succession and estate tax minimization. We create customized plans for trust administrations, charitable bequests, and family wealth transitions. Our fiduciary experts coordinate with legal professionals to implement strategies that align with client wishes while maintaining tax efficiency.
Estate Administration
This service supports executors and trustees in navigating complex estate requirements. We handle tax planning for distributions, document compliance, and coordinate with financial institutions. Our team provides expert guidance for ongoing administrative requirements while minimizing potential legal and tax complications during estate settlement.
Entity Restructuring
We specialize in strategic entity restructuring for business owners seeking operational efficiency. Our services address tax implications of expansion plans, buy/lease decisions, and organizational changes. We combine accounting expertise with business strategy to optimize legal structures while maintaining compliance and maximizing tax benefits for complex business scenarios.
People
Neal Chase
CPA, JD
With dual expertise in accounting and law, Neal leads our team in delivering comprehensive financial solutions. His unique perspective combines technical taxation skills with legal knowledge to address complex client needs.
Karen Chase
CPA
As a certified public accountant, Karen specializes in business tax strategies and financial planning. She brings extensive experience in guiding clients through complex accounting processes and tax compliance requirements.
Cecilia Bruce
CPA
Cecilia focuses on estate planning and trust administration. Her expertise in fiduciary matters helps clients navigate complex succession planning and wealth preservation strategies effectively.
Christine Fritzsche
Christine supports our clients with personalized financial solutions. Her comprehensive understanding of tax regulations and business operations contributes to our team's ability to deliver tailored client services.
Sabrina Harrell
Sabrina provides dedicated client support across our service areas. Her attention to detail and commitment to client satisfaction enhance our ability to deliver timely, accurate financial guidance.
Questions
What accounting services do you offer for business owners?
We provide business tax planning, entity restructuring, and operational accounting services tailored to entrepreneurs' specific needs.
How do you help families preserve wealth across generations?
Our wealth preservation strategies include trust management, estate planning, and customized approaches for family business succession.
What experience do you have with complex tax scenarios?
With over 20 years serving San Antonio businesses, our team combines CPA credentials with legal expertise to handle complex tax planning.
How can executors benefit from your services?
We help executors manage estate requirements through tax planning, document compliance, and coordination with financial institutions.
