Business Details
Your Trusted San Antonio CPA for Accounting & Tax Services
Herbert Kraus, CPA has been serving clients in San Antonio, Texas for decades, providing comprehensive accounting, tax, and financial planning services. Our team of certified professionals combines deep industry expertise with personalized strategies to address the unique needs of businesses and individuals. We prioritize proactive solutions, helping clients navigate complex financial challenges while maintaining compliance and optimizing outcomes. With a focus on transparency and client education, we empower our community to achieve long-term financial stability.Our services span from small business accounting and payroll management to retirement planning and IRS audit representation. Located in North Central San Antonio, we serve neighborhoods like Churchill Estates and Castle Hills, offering tailored guidance rooted in local market knowledge. Our commitment to excellence is reflected in our decades of experience, ongoing professional development, and dedication to building lasting client relationships.
Services
Personal Financial Planning
Retirement Planning
Estate Planning
Small Business Accounting
Payroll Services
Tax Preparation
IRS Audit Representation
QuickBooks Services
Business Valuation
Succession Planning
Highlights and features
- We offer personalized financial strategies tailored to your unique needs.
- Our team includes certified CPAs with decades of local market experience.
- We provide proactive solutions to prevent financial problems before they arise.
- We specialize in complex tax and accounting services for cross-border businesses.
- We combine technical expertise with clear, actionable client education.
Associations and certifications
- Texas State Board of Public Accountancy
Services
Personal Financial Planning
Our personal financial planning service creates customized strategies to manage risk, optimize investment returns, and ensure long-term wealth preservation. We analyze your current financial situation, develop tax-efficient savings plans for retirement and education, and implement insurance solutions to protect against disability or premature death. The service includes estate transfer planning to maximize inheritance value while minimizing probate costs and tax liabilities.
Small Business Accounting
We handle complete small business accounting services including monthly bank reconciliations, income statement and balance sheet preparation, and general ledger maintenance. Our team provides unlimited consultations to explain financial reports, identifies cash flow optimization opportunities, and ensures accurate financial records for tax compliance and business decision-making.
IRS Audit Representation
Our IRS audit representation service provides expert defense for tax disputes, including back taxes owed, payroll tax problems, and collection actions. We negotiate payment plans, offer-in-compromise solutions, and innocent spouse relief while developing strategies to resolve liens, levies, and wage garnishments through proven compliance pathways.
Retirement Planning
We specialize in comprehensive retirement planning that evaluates current financial status, determines appropriate retirement accounts (IRAs, 401(k)s), and creates withdrawal strategies. Our service includes Social Security optimization analysis, tax-advantaged savings recommendations, and customized budgeting plans to ensure sustainable income throughout retirement years.
Estate Planning
Our estate planning service addresses tax minimization, probate avoidance, and asset distribution through wills, trusts, and advanced directives. We coordinate with legal specialists to create comprehensive plans that protect inheritances from creditors, address blended family dynamics, and ensure smooth transfer of business interests and real estate assets.
People
Herbert (Bert) N. Kraus, Jr.
CPA
Third-generation CPA with 35+ years of experience, specializing in cross-border tax services and business succession planning. Member of AICPA and Texas Society of CPAs.
Karina Chavez Garcia
CPA/Office Manager
15+ years of expertise in tax preparation, business formation, and IRS problem resolution. Specializes in serving local San Antonio businesses and entrepreneurs.
Irma Laura Davila
Senior Tax Accountant
30-year veteran with expertise in corporate taxation and payroll services. Provides comprehensive tax solutions for individuals and nonprofit organizations.
Amber Avis
Financial/Tax Accountant
Specializes in small business accounting and financial education. Currently pursuing dual certifications as CPA and Certified Financial Planner.
Blanca M. Cruz
Financial/Tax Accountant
15+ years of experience in tax preparation and payroll services. Provides personalized support for clients across multiple industries.
Questions
What accounting services do you offer for small businesses?
We provide full-service small business accounting including bank reconciliations, financial statement preparation, payroll processing, tax planning, and IRS audit representation.
How can you help with retirement planning?
Our retirement planning services include asset analysis, tax-efficient withdrawal strategies, Social Security optimization, and customized savings plans to ensure financial security in retirement.
Do you specialize in cross-border tax services?
Yes, we serve clients near the Mexico-Texas border, offering specialized tax guidance for businesses and individuals engaged in cross-border transactions.
What payroll solutions are available?
We offer comprehensive payroll services, after-the-fact payroll processing, and online payroll options with tax filing, direct deposit, and detailed reporting.
How do you handle estate planning for complex situations?
We provide customized estate planning solutions including trust creation, tax minimization strategies, and probate avoidance planning tailored to individual family dynamics.
