Business Details
Trusted Accounting and Tax Services in San Antonio
Boehm & Boehm, CPA, CPA is a locally owned and operated accounting firm with over five decades of experience serving individuals, businesses, and financial institutions in San Antonio and surrounding areas. Our team of certified professionals specializes in tax preparation, estate planning, small business accounting, and strategic financial consulting, combining technical expertise with personalized service.We prioritize ethical standards, client education, and proactive tax-saving strategies to help clients minimize liabilities and achieve long-term financial goals. With a legacy of trust built through consistent referrals from banks and financial institutions, we remain committed to delivering responsive, high-quality service tailored to each client's unique needs.
Services
Tax Preparation
Tax Planning
Estate Planning
Small Business Accounting
QuickBooks Services
Cash Flow Management
Strategic Business Planning
Succession Planning
New Business Formation
Internal Controls
Highlights and features
- Over 50 years of experience serving San Antonio clients
- Personalized attention from certified accounting professionals
- Proven expertise in complex tax and business planning
- Responsive service with a focus on client education
- Established trust through consistent referrals from financial institutions
What people say
Leading firms
Personal attention
Professional
Quality service
Services
Tax Preparation
Our tax preparation services ensure accurate and timely filing of individual and business tax returns. We help clients maximize deductions while maintaining compliance with current tax laws. Our CPAs provide clear explanations of tax implications and filing requirements.
Tax Planning
We develop customized tax planning strategies to legally minimize tax liabilities for individuals and businesses. Our proactive approach includes year-round planning and analysis of potential tax savings opportunities. Services include quarterly tax projections and entity structure optimization.
Estate Planning
Our estate planning services help clients organize their financial affairs and prepare for succession. We assist with wills, trusts, and probate matters, focusing on minimizing estate taxes and ensuring smooth asset transfer. We work closely with families during challenging times.
Small Business Accounting
We provide comprehensive accounting solutions for small businesses including bookkeeping, financial statement preparation, and internal control assessments. Our services help business owners focus on operations while maintaining accurate financial records and compliance.
IRS Audit Representation
Our firm offers expert representation during IRS audits, ensuring proper documentation and communication. We work to resolve disputes efficiently while protecting client interests. Services include audit response preparation and negotiation with tax authorities.
People
James L Boehm
CPA
James L Boehm is a certified public accountant with decades of experience in tax and accounting services. He specializes in business tax planning and estate services, bringing extensive expertise to client financial matters.
Emily Boehm
CPA
Emily Boehm provides expert accounting and tax services with a focus on personalized client solutions. Her experience includes individual tax planning and business financial consulting for San Antonio clients.
Jimmy Boehm
CPA
Jimmy Boehm specializes in small business accounting and QuickBooks solutions. He assists clients with financial management and tax compliance, combining technical expertise with practical business advice.
Questions
What accounting services do you offer for small businesses?
We provide small business accounting, QuickBooks setup and support, cash flow management, internal controls assessment, and strategic business planning tailored to your specific needs.
How can you help with IRS tax problems?
Our firm specializes in resolving IRS audits, back taxes, wage garnishments, and payment plans, offering discreet and efficient solutions to resolve tax issues.
Do you handle estate and trust tax planning?
Yes, we provide comprehensive estate planning services including trust and estate tax preparation, helping families navigate complex tax requirements during difficult times.
What sets your firm apart from other accounting services?
With over 50 years in San Antonio, we combine deep local expertise with personalized service, maintaining the highest ethical standards and client-focused approach.
How do I schedule a consultation?
Contact us via phone at (210)824-9691 or through our website contact form to arrange a free consultation with our accounting professionals.
