Empowering your financial future, today
Who We Are
At Chase & Chase CPA, we are a team of experienced professionals dedicated to providing business and tax solutions to individuals and businesses in the San Antonio area. With over 20 years of experience, our team brings a unique combination of expertise in tax, accounting, auditing, legal, business issues, insurance, investments, and fiduciary roles. We are committed to delivering exceptional service and expertise to our clients, helping them navigate complex financial decisions and achieve their goals.
What We Do
We offer a wide range of services designed to meet the unique needs of our clients. Our services include:
Business & Tax Planning
We help individuals and businesses navigate critical decisions that impact their financial security, cash flow, and taxes. Our services include expansion planning, entity restructuring, buy/lease analysis, fringe benefit planning, and more.
Wealth Preservation & Planning
We design and implement strategies to manage risk and optimize cash flow for high-net-worth individuals and families. We help our clients protect their assets and ensure a sustainable future for generations to come.
Generational Legacy Planning
We provide expertise in estate and trust administration, helping our clients confidently handle complex estate and trust responsibilities. We also help families plan for the transmission of wealth across generations.
Why Choose Us
Our team of experienced professionals is dedicated to delivering exceptional service and expertise to our clients. We take the time to understand our clients' unique needs and goals, and develop customized solutions to help them achieve their objectives.
Meet Our Team
Our team includes experienced CPAs, accountants, auditors, lawyers, and other professionals with expertise in tax, accounting, auditing, legal, business issues, insurance, investments, and fiduciary roles. We are committed to staying up-to-date with the latest developments in our field, ensuring that our clients receive the best possible service and advice.
Contact Us
If you're looking for expert guidance and support for your business or personal financial needs, contact us today. We would be happy to schedule a discovery call to discuss how we can help you achieve your goals.
Trust and Professionalism
The overwhelming consensus from these reviewers is that Karen Chase and Neil Chase, certified public accountants and attorneys, are trustworthy and professional. They possess the necessary expertise to handle complex tax planning and wealth advisory services for individuals and small businesses. Their attention to detail and prompt response times have earned them a reputation for excellence.
Knowledge and Expertise
The reviews highlight the duo's extensive knowledge and expertise in bookkeeping, accounting, and tax planning. They are well-suited to advise asset managers and real estate investment firms, and their services are highly valued.
Personal Experience
One reviewer, Dave G., had a mixed experience with Karen Chase. Initially, she helped with individual tax filing, and he appreciated her values aligning with Dave Ramsey's. However, his subsequent experiences led to a negative impression, and he ultimately would not recommend her for individual tax consulting.
