Business Details
31 Years
experience
Professional Accounting & Tax Services in San Antonio
Since 1995, we have provided personalized accounting and tax services with a focus on client relationships. Our expertise spans individual and business taxation, financial management, and investigative services, combining over 25 years of experience in accounting and executive leadership roles. We specialize in minimizing tax liabilities, conducting fraud examinations, and offering strategic business management reviews tailored to diverse industries. Our approach integrates technical proficiency with practical business insights gained from senior financial positions in public and private sectors. We leverage technology through our Online Office to enhance client engagement in financial planning and decision-making.Our commitment to accuracy and client education is reflected in our newsletters, financial calculators, and proactive communication about evolving tax regulations. We measure success by our clients' ability to achieve financial clarity and profitability through our advisory services. Our practice maintains strict confidentiality while providing transparent, customized solutions for both individuals and businesses. We emphasize ethical standards and professional integrity in all tax preparation, accounting, and consulting engagements. Clients benefit from our dual expertise in financial management and investigative accounting, including due diligence for mergers and acquisitions.
Services
Tax Preparation
Business Taxation
Accounting Services
Fraud Examinations
Due Diligence
Financial Planning
Bookkeeping
Management Reviews
Details
- Year established: 1995
Highlights and features
- We offer 25+ years of combined accounting and executive management experience
- Our team provides both tax compliance and strategic business advisory services
- We conduct comprehensive fraud examinations and forensic accounting investigations
- Our practice combines public accounting expertise with private industry experience
- We maintain strict confidentiality while delivering personalized financial solutions
Services
Tax Preparation
We prepare federal and state tax returns for individuals and businesses while implementing strategies to minimize tax liabilities. Our service includes analyzing financial situations, applying tax credits, and optimizing retirement contributions. Clients receive personalized guidance to ensure compliance with current tax regulations while maximizing deductions.
Business Taxation
Our business tax services cover all entity types including corporations, LLCs, and partnerships. We focus on tax planning opportunities, franchise tax compliance, and operational efficiency reviews. The service includes strategic consultations to reduce tax exposure while maintaining proper financial reporting standards for business entities.
Fraud Examinations
We conduct thorough investigations to identify financial irregularities, waste, and fraudulent activities. Our service includes evidence collection, interview processes, and reporting findings with supporting documentation. Clients receive actionable recommendations to prevent future occurrences and strengthen internal controls across domestic and international operations.
Due Diligence
Our due diligence service evaluates financial and operational aspects of business acquisitions or mergers. We verify asset valuations, analyze liabilities, and assess representations from all transaction parties. The process helps clients make informed decisions while identifying potential risks associated with corporate transactions.
Accounting Services
We provide bookkeeping, financial statement preparation, and management reporting using QuickBooks software. Our service supports businesses in maintaining accurate financial records and generating internal reports for decision-making. Clients receive assistance with month-end closing and financial compliance requirements.
People
Hensley, Robert CPA
CPA
Certified Public Accountant with over 25 years of experience in tax preparation, forensic accounting, and business advisory services. Former executive in energy and retail industries, providing practical business insights alongside technical accounting expertise.
Questions
What accounting services do you offer for businesses?
We provide bookkeeping, financial statement preparation, and management reporting services using QuickBooks. Our team supports businesses with month-end closing processes and internal financial reporting needs.
Do you handle both individual and business tax preparation?
Yes, we prepare federal and state tax returns for individuals, and handle all business entity types including corporations, LLCs, partnerships, and sole proprietorships.
What is involved in your due diligence service?
Our due diligence process examines business assets and liabilities during mergers or acquisitions, verifying representations from all parties to identify risks and ensure accurate transaction valuations.
Can you assist with fraud investigations?
Yes, we conduct comprehensive fraud examinations including evidence collection, interviews, and reporting with recommendations to prevent future occurrences and strengthen internal controls.
How do you help businesses improve financial performance?
We perform business management reviews to identify revenue growth opportunities, improve operational efficiencies, and reduce financial liabilities through strategic advisory services.
What tax planning strategies do you offer?
We implement strategies to minimize taxable income, optimize tax credits, control tax timing, and maximize retirement contributions while ensuring compliance with current tax regulations.
