Whether your business is the law, or a business with accounting or asset protection needs, our business has been “Solving clients’ problems" since 1977.

Blog

Tax Return Lost in the Mail? Court Says: You're Liable

  • 11 March 2014
  • Author: Cari Holbrook
  • Number of views: 3425
  • 0 Comments
Tax Return Lost in the Mail?  Court Says:  You're Liable

The deadlines for corporate and partnership taxes are fast approaching. Will you file on time? Be prepared to prove it. The federal government outlines four delivery methods that can officially prove your return was filed on time, even if the IRS claims it was never received. However, forget to keep a receipt or proper documentation and you’re likely out of luck in the eyes of the law.

Time To File An Extension? Avoid These Two Mistakes.

  • 26 February 2014
  • Author: Cari Holbrook
  • Number of views: 2844
  • 0 Comments
Time To File An Extension?  Avoid These Two Mistakes.

It’s that time of year in which you’re either feeling good about being ahead of tax season or you’re nervously planning a way around the impending deadline. If you’re in the latter situation, you may be considering filing an extension. But, before you do, please note the following two major mistakes business owners often make when deciding to file an extension.

How Much Is Your Business Really Worth?

  • 25 February 2014
  • Author: Cari Holbrook
  • Number of views: 2791
  • 0 Comments
How Much Is Your Business Really Worth?

While it may seem like it now, you won’t be running your business for all eternity. At some point, you’ll likely retire from or sell your company. To that end, you’ll need an exit strategy. When clients come to us without clear exit strategies, we often find that the hardest component for them to master is valuing what their businesses are really worth. Too often, the true value of the business is grossly miscalculated, considered too late, or both.

Webhead

Webhead

Webhead
Do you remember where you were when the World Wide Web arrived? Janie Gonzalez was a junior at UTSA. The year was 1994 and the Internet was just starting to make waves. Thanks to her background in sociology, Janie immediately saw the impact such a tool would have on the world, and jumped in feet first.

The Social Security Tax Trap

  • 11 February 2014
  • Author: Cari Holbrook
  • Number of views: 2793
  • 0 Comments
The Social Security Tax Trap

Taxes are behind one of the oldest business-owner curses: The more you pay yourself, the more it could cost you in the long run. A huge culprit in this scenario is the Social Security tax. Most often, what you put into Social Security is nowhere near what you get out of it in benefits. And once you reach a certain salary level, it can become a real sticking point. Balancing the wages you deserve with an income that is tax-effective is the key.

Your Family Business Structure Matters

  • 28 January 2014
  • Author: Cari Holbrook
  • Number of views: 4532
  • 0 Comments
Your Family Business Structure Matters

Deciding how to structure your family business often comes down to what will save you the most in current taxes. With a business owned by multiple family members, however, there are other considerations with longer-range impact. In fact, your business structure could affect whether or not your family can remain in business for generations to come.

Simple 401(k): A Win-Win for You and Your Employees

  • 28 January 2014
  • Author: Cari Holbrook
  • Number of views: 2566
  • 0 Comments
Simple 401(k):  A Win-Win for You and Your Employees

Business owners know that running a successful business is largely dependent on retaining motivated employees. While larger corporations offer perks like health and retirement plans, as a small business you may assume you can’t afford such benefits. So it may surprise you to know that a SIMPLE 401(k) plan is not only a great incentive for your employees, but can actually save you money in other areas.  Here’s what you need to know:

Your Spouse as an Employee: The Hidden Tax Savings in Health Coverage

  • 14 January 2014
  • Author: Cari Holbrook
  • Number of views: 2135
  • 0 Comments
Your Spouse as an Employee:  The Hidden Tax Savings in Health Coverage

As a sole proprietor, health care expenses for you and your dependents are not deductible as a business expense. However, if you’re like many of our clients, your spouse may be performing a fair amount of heavy lifting to keep your business running smoothly. If that’s the case, you may be able to realize the tax advantages of a medical reimbursement plan by employing your spouse.

San Antonio Small Business Outlook for 2014

  • 17 December 2013
  • Author: Cari Holbrook
  • Number of views: 3510
  • 0 Comments
San Antonio Small Business Outlook for 2014

Big things are happening in the Alamo City in 2014. With the New Year approaching, now is the time to reflect on how these changes will affect your small or family-owned business. Here we point out some fascinating scenarios currently playing out in our great city, which could affect your business, your taxes and your livelihood in 2014.

Family SUCCESSion Planning: Four Careful Considerations

  • 17 December 2013
  • Author: Cari Holbrook
  • Number of views: 3309
  • 0 Comments
Family SUCCESSion Planning: Four Careful Considerations

We asked San Antonio business consultant John Dini, one of the nation’s leading experts on business ownership and exit planning, for his advice on handing down the family business. As the author of Hunting in a Farmer’s World, Beating the Boomer Bust and 11 Things You Absolutely Need to Know About Selling Your Business , Dini literally “wrote the book” on succession planning. He recommends that Baby Boomers and other business owners with an eye on retirement carefully consider the following questions.

RSS
First14151617181920212223

Expertise

When you hire Steven Bankler and his team of certified public accountants, you get seasoned, knowledgeable CPAs.

The IAPA International LogoRather than experienced bookkeepers, promising CPAs-in-training or studious interns in the process of completing their accounting degrees, you get professional CPAs. We Solve Problems. We provide creative solutions to our clients’ unique problems including tax and estate planning, forensic accounting, expert witness and litigation support.

Testimonials

Curriculum Vitae

Quoted Opinions

Newsletter Signup

First Name:
Last Name:
E-Mail: