Business Details
28 Years
experience
Your Trusted Business Advisors in San Antonio, TX
Since 1998, we have dedicated ourselves to empowering business owners through strategic tax planning and personalized consulting. Our firm combines over 25 years of expertise with continuous team development to deliver tailored solutions that enhance productivity and maximize tax savings. Headquartered in San Antonio, Texas, with additional offices in Victoria, we specialize in small business consulting, accounting software implementation, and comprehensive financial guidance.Our approach emphasizes partnership, offering regular coaching sessions and educational resources to help entrepreneurs navigate challenges and achieve sustainable growth. We prioritize transparency through project-based pricing and maintain rigorous standards to ensure every client receives exceptional service and measurable results.
Services
Tax Planning
Small Business Consulting
Accounting Software Setup
Financial Management
Tax Compliance
Details
- Year established: 1998
Highlights and features
- We offer 25+ years of specialized tax planning expertise
- Our team provides personalized business advisory services with certified professionals
- We deliver project-based pricing with complete transparency
- Our educational resources include free webinars and tax deduction checklists
- We implement customized accounting software solutions for small businesses
Associations and certifications
- Certified Public Accountants (CPA)
- QuickBooks ProAdvisor
Services
Tax Planning
Our tax planning services focus on minimizing liabilities while maximizing savings through strategic financial positioning. We analyze business structures, cash flow patterns, and growth trajectories to implement customized tax-efficient solutions. Our approach combines compliance expertise with forward-looking strategies to optimize annual tax outcomes.
Small Business Consulting
We provide comprehensive business advisory services covering operational efficiency, financial management, and growth strategy development. Our consultants work closely with owners to establish effective processes, improve profitability, and navigate regulatory requirements. This includes succession planning and performance metric implementation for sustainable growth.
Accounting Software Setup
Our software implementation services help businesses select and configure appropriate accounting systems tailored to their operational needs. We specialize in QuickBooks solutions, providing training and integration support to ensure seamless adoption. This includes workflow optimization and staff training to maximize system effectiveness.
Financial Management
We offer financial management solutions covering budgeting, cash flow analysis, and financial reporting. Our services help businesses maintain accurate records, track performance metrics, and make data-driven decisions. This includes regular financial reviews and strategic forecasting to support business objectives.
Tax Compliance
Our tax compliance services ensure accurate and timely filing of federal, state, and local tax returns. We handle all aspects of tax preparation while identifying potential deductions and credits. This includes year-round compliance support and audit representation services for business taxpayers.
People
David B. Plemons
President of the Firm
Certified Public Accountant with over 25 years of experience guiding small businesses through tax planning and growth strategies. Specializes in creating customized financial solutions for entrepreneurs.
Rita McDaniel
Senior Business Advisor
Certified QuickBooks Pro Advisor with expertise in business consulting and payroll solutions. Provides strategic guidance to help companies improve operational efficiency and financial management practices.
Gloria McDaniel
Senior Tax Preparer
Certified QuickBooks Pro Advisor specializing in tax preparation and compliance. Assists businesses with accurate tax filings while identifying opportunities for year-round tax optimization.
Becki Gaytan
Firm Administrator
Manages day-to-day operations and client relations with over 15 years of experience in accounting firm administration. Ensures smooth service delivery across all client engagements.
Lauren De La O
Marketing Manager
Junior business advisor and social media strategist who develops educational content and coordinates client engagement initiatives. Helps connect entrepreneurs with valuable financial resources.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive tax planning, compliance services, accounting software implementation, and customized business advisory solutions tailored to small business needs.
Do you offer free initial consultations?
Yes, we provide complimentary consultations to understand your business needs and determine how we can best support your growth objectives.
Are your services available outside San Antonio?
While based in San Antonio, we serve clients throughout Texas including Victoria, and offer virtual consultations for expanded accessibility.
What certifications do your professionals hold?
Our team includes Certified Public Accountants (CPAs) and QuickBooks Pro Advisors with specialized expertise in small business financial management.
Do you provide educational resources for business owners?
Yes, we offer free webinars, workshops, and downloadable resources like our Tax Deduction Checklist to help entrepreneurs improve financial literacy.
