Business Details
49 Years
experience
Expert Accounting & Tax Solutions for Business Owners
For over 45 years, Bankler Partners has delivered strategic financial guidance rooted in problem-solving and integrity. Our team of certified public accountants specializes in accounting and tax planning, exit and succession strategies, forensic accounting, and expert witness services tailored to business owners. With a client-first philosophy established in 1977, we combine decades of experience with personalized approaches to address complex financial challenges.Our mission centers on empowering clients through proactive tax strategies, asset protection, and seamless business transitions. Headquartered in San Antonio, Texas, we serve industries ranging from construction and healthcare to professional services, building trust through transparent communication and results-driven expertise.
Services
Accounting & Tax Planning
Exit & Succession Planning
Forensic Accounting
Expert Witness Services
IRS Negotiation
Asset Protection
Litigation Support
Business Valuation
Tax Strategy
Estate Planning
Details
- Year established: 1977
Highlights and features
- Trusted since 1977 with decades of experience in complex financial matters
- Full-service tax planning and advisory tailored to business owners
- Proven success in solving intricate tax and accounting challenges
- Personalized, problem-solving approach with direct CPA access
- Industry-specific expertise across healthcare, construction, and professional services
What people say
Proactive approach
Creative advice
100% great service
Professional in every manner
Confident financial decisions
Services
Accounting & Tax Planning
Our accounting and tax planning services focus on asset protection, IRS negotiation, and strategic tax optimization. We analyze business structures to limit liability, handle IRS disputes, and prepare compliant returns while minimizing liabilities. With proactive year-round planning, we ensure clients retain more earnings and avoid surprises through tailored strategies aligned with their operational goals.
Exit & Succession Planning
Exit and succession planning prepares business owners for retirement, sale, or family transfer. We conduct business valuations, design ownership transfer strategies, and model tax-efficient scenarios. By coordinating with legal advisors, we ensure smooth transitions that protect value and address estate planning needs, balancing personal and business objectives for a secure legacy.
Forensic Accounting
Forensic accounting identifies fraud, financial misconduct, and asset disputes through thorough record analysis. Our CPAs trace missing assets, detect misrepresentation, and prepare litigation-ready reports. This service supports legal cases by uncovering financial truth in divorces, business conflicts, and fraud investigations, providing clear evidence and expert court testimony when required.
Expert Witness & Litigation Support
We provide expert witness testimony and litigation consulting for financial disputes. Our CPAs clarify complex financial data for courts, offering unbiased opinions during trials and depositions. Services include asset valuation, fraud analysis, and preparing court exhibits that strengthen legal strategies with defensible, transparent financial insights.
IRS Negotiation
IRS negotiation resolves audits, back taxes, and compliance issues. We represent clients as authorized agents, reviewing records, preparing settlements, and arranging payment plans. Our approach ensures clients meet regulatory requirements while minimizing penalties and stress, transforming complex tax problems into manageable, compliant solutions.
People
Steven Bankler
Founding Partner, CPA, PFS, Cr.FA, CFF, CGMA
Steven Bankler established Bankler Partners in 1977 and specializes in strategic financial guidance. With certifications in personal finance, forensic accounting, and business transitions, he provides high-level expertise to complex cases.
Gina Valorz
Managing Partner, CPA, PFS, CGMA
Gina Valorz leads Bankler Partners as Managing Partner, leveraging over 20 years of experience. Her focus on personalized tax solutions and business advisory has strengthened the firms reputation as a trusted advisor to Texas business owners.
Cathy Hooks
Tax Director, CPA
Cathy Hooks serves as Tax Director, guiding clients through tax strategy and compliance. Her expertise in IRS negotiations and asset protection ensures businesses maintain financial clarity and regulatory adherence.
Naureen Tejani
Senior Tax Manager, CPA
Naureen Tejani specializes in tax planning for closely held businesses. Her approach balances compliance with strategic savings, providing actionable insights to optimize clients financial positions during growth and transition phases.
Laura Fair
Senior Tax Manager, CPA
Laura Fair advises clients on tax-efficient business structures and exit strategies. With deep expertise in multi-entity operations, she designs solutions that align with long-term ownership goals and industry-specific requirements.
Questions
What services does Bankler Partners offer?
We specialize in accounting, tax planning, forensic accounting, exit and succession planning, and expert witness services for business owners and professionals.
How does Bankler Partners handle complex tax challenges?
Our team uses decades of experience to provide tailored strategies, including IRS negotiation, asset protection, and tax-efficient business structures to resolve complex issues.
Can Bankler Partners assist with business exit planning?
Yes, we offer comprehensive exit planning including business valuation, ownership transfer strategies, and tax-efficient scenarios to ensure smooth transitions.
What makes Bankler Partners different from other accounting firms?
We prioritize direct CPA access, industry-specific expertise, and personalized solutions with a focus on long-term client relationships and problem-solving.
Do you work with clients outside Texas?
While based in San Antonio, we serve clients nationwide through virtual consultations and tailored accounting solutions adapted to their unique needs.
