Business Details
Your Trusted Partner for Accounting & Tax Solutions in San Antonio
Chase & Chase has been delivering comprehensive business and tax solutions to the San Antonio community for over two decades. Our team combines deep expertise in accounting, tax strategy, legal matters, and fiduciary roles to provide clients with unparalleled guidance. We specialize in navigating complex financial decisions that impact businesses, cash flow, and tax obligations. Our approach emphasizes personalized service, leveraging decades of collective experience to address challenges in business reorganization, succession planning, and wealth preservation. We are committed to empowering clients with actionable insights and maintaining the highest standards of professionalism and client-centric service. 
Services
Business Tax Planning
Wealth Preservation
Estate Administration
Cybersecurity Guidance
Client Accounting Services
Highlights and features
- We offer 20+ years of experience in accounting and tax planning for San Antonio businesses.
- Our team combines expertise in tax, legal, and fiduciary matters for comprehensive solutions.
- We specialize in complex business reorganization and succession planning strategies.
- We prioritize client education and transparent communication for informed decision-making.
- We integrate cybersecurity guidance to protect client financial data and operations.
Services
Business Tax Planning
We help businesses navigate complex tax decisions through strategic planning and compliance solutions. Our services include entity restructuring, buy/lease analysis, and fringe benefit planning to optimize cash flow. With expertise in tax law and business operations, we ensure clients make informed decisions that minimize liabilities while supporting long-term growth.
Wealth Preservation
Our wealth preservation services focus on risk management and intergenerational wealth transfer strategies. We design customized plans to protect assets, optimize cash flow, and maintain family wealth across generations. This includes succession planning for business owners and comprehensive strategies for high-net-worth individuals and families.
Estate Administration
We guide executors and trustees through estate and trust administration complexities. Our support includes interfacing with legal professionals, managing tax filings, and ensuring compliance with fiduciary responsibilities. We simplify the administration process while maintaining transparency for beneficiaries and financial institutions.
Cybersecurity Guidance
We provide practical cybersecurity solutions to protect financial data and business operations. Our guidance includes risk assessments, implementation of security protocols, and employee training on threats like phishing. We help small businesses implement cost-effective measures to prevent breaches and mitigate financial risks.
Client Accounting Services
Our accounting services support businesses with day-to-day financial management and reporting. We offer QuickBooks integration, multi-entity accounting solutions, and customized financial processes for business owners. These services ensure accurate record-keeping and provide actionable insights for operational decision-making.
People
Neal Chase
CPA, JD
Neal Chase combines accounting and legal expertise to advise clients on complex tax and business matters. With decades of experience, he specializes in business reorganization and fiduciary responsibilities.
Karen Chase
CPA
Karen Chase provides comprehensive tax planning and accounting services, focusing on wealth preservation strategies for high-net-worth individuals and families. Her expertise spans multiple financial domains.
Cecilia Bruce
CPA
Cecilia Bruce specializes in business tax compliance and accounting processes, supporting clients with accurate financial reporting and strategic tax-saving opportunities.
Christine Fritzsche
Christine Fritzsche delivers accounting and tax advisory services, focusing on practical solutions for business owners and multi-entity entrepreneurs.
Sabrina Harrell
Sabrina Harrell supports clients with accounting operations and financial management, ensuring efficient processes and compliance with regulatory requirements.
Questions
What accounting services do you offer for small businesses?
We provide tax planning, bookkeeping, business reorganization, and cybersecurity guidance tailored to small business needs.
How do you help with wealth preservation for high-net-worth individuals?
We create customized strategies for asset protection, cash flow optimization, and intergenerational wealth transfer.
Do you offer cybersecurity consulting for financial data protection?
Yes, we provide practical cybersecurity solutions to protect client data and prevent business disruptions.
What areas do you serve?
We primarily serve San Antonio and surrounding areas including Shavano Park, Texas.
How can I access client resources like QuickBooks integration?
Our client portal provides access to accounting software integrations and financial management tools.
What experience do your team members have?
Our CPAs and advisors have decades of combined experience in tax law, accounting, and business strategy.
