Business Details
27 Years
experience
Your Trusted CPA Partner in San Antonio
Founded in 1999, BWCO CPAs has established itself as a trusted women-owned CPA firm in San Antonio, Texas. Our mission centers on delivering balance and peace of mind to clients navigating complex financial landscapes. Over two decades, weve evolved from a one-person operation to a dynamic team of nine professionals, combining technological innovation with a neighborly approach. We prioritize personalized solutions, fostering long-term client relationships through accuracy, transparency, and value-added services. Our expertise spans business and individual tax planning, estate and trust tax compliance, and strategic accounting support.With a commitment to lifelong learning and teamwork, we serve diverse industries including software development, healthcare, and real estate. Our virtual infrastructure ensures flexibility while maintaining rigorous security standards for document handling. Recognized for our client-centric philosophy, we blend technical excellence with a warm, accessible demeanor. Our teams certifications and decades of collective experience underscore our authority in tax and accounting matters. We measure success by our clients prosperity, offering proactive planning and responsive support throughout the year.
Services
Business Tax Services
Individual Tax Planning
Estate Tax Compliance
Accounting Software Training
Strategic Tax Planning
Details
- Year established: 1999
Highlights and features
- We provide personalized tax planning services tailored to life changes and business growth.
- Our team of nine certified professionals combines 25+ years of collective accounting experience.
- We implement secure virtual workflows with cloud-based platforms for efficient client collaboration.
- Our fiduciary tax services ensure compliance while simplifying complex estate responsibilities.
- We guarantee proactive annual tax planning with quarterly check-ins for financial preparedness.
Services
Business Tax Services
Customized accounting and tax solutions for businesses, including bookkeeping, strategic planning, and compliance. Our team provides tailored support for growth, acquisitions, and retirement transitions while ensuring alignment with owners' personal tax strategies. Services include regular owner meetings and comprehensive tax filings.
Individual Tax Planning
Proactive tax scenario planning and annual compliance services for individuals. We offer quarterly check-ins, strategic tax estimates, and personalized planning sessions to address life changes. Our approach combines recurring advisory services with secure digital document management to simplify year-round financial preparation.
Estate & Trust Tax
Specialized tax compliance and advisory services for executors and trustees. We handle federal, state, and gift tax requirements while providing strategic guidance for complex fiduciary responsibilities. Our services ensure regulatory compliance and financial clarity throughout estate administration processes.
Accounting Software Training
Customized training and implementation for cloud accounting platforms. Our team helps businesses optimize digital workflows through software like Gusto, Karbon, and Liscio. Services include system setup, process automation, and ongoing technical support to enhance financial management efficiency.
Strategic Tax Planning
Year-round tax optimization services combining business and personal financial planning. We develop customized strategies for tax savings, investment decisions, and major life events. Our process includes document coordination, draft reviews, and secure electronic filing with real-time client communication.
People
Kylene Carse
CPA Partner
University of Texas at San Antonio graduate with 20+ years of accounting experience. Specializes in small business clients across multiple industries. Certified Gusto Gold Partner and Karbon user. Advocate for cloud accounting innovation while maintaining personalized client relationships.
Marisol Orozco
CPA Partner
Certified public accountant with extensive fiduciary tax expertise. Focuses on estate and trust compliance while ensuring regulatory adherence. Brings strategic perspective to business tax planning and client advisory services through 15+ years of practice.
Questions
What accounting software platforms do you support?
We specialize in cloud-based systems including Gusto, Karbon, and Liscio. Our team provides implementation support, training, and workflow optimization for these platforms.
How do you handle document submission?
We offer secure digital transfers through Liscio and Karbon portals. For physical documents, we have a secure drop slot at our San Antonio office with 24/7 access.
What's included in your business tax packages?
Packages start at $400/month and include bookkeeping, reconciliations, strategic planning, tax compliance, and regular owner meetings for businesses of all sizes.
Do you offer virtual consultations?
Yes, we operate primarily through virtual meetings and secure digital platforms while maintaining limited in-person office hours by appointment.
How does your tax planning process work?
Our process includes annual tax packets, document digitization, draft reviews, and secure e-filing. We emphasize proactive planning with quarterly check-ins for optimal tax strategy.
