About Us
When you hire Steven Bankler and his team of Certified Public Accountants, you get seasoned, knowledgeable CPAs. Not experienced bookkeepers, not promising CPAs-in-training, not studious interns in the process of completing their accounting degrees. CPAs.
Steven Bankler, CPA, PFS, Cr.FA, CFF
More than 30 years’ experience. Established CPA firm in 1977. Performs consulting, planning, and tax and financial statement services for closely held businesses and the following: litigation support (both as testifying expert witness and consultant expert) in many areas of litigation (including business, bankruptcy, estate and divorce), sophisticated tax and business planning, business negotiations and estate planning.
Employed by the United States Senate as sole investigative accountant to provide tax and accounting services to the Special Whitewater Committee.
Pro bono consultant to the United States Senate Banking Committee’s inquiry into Swiss banks’ involvement in holding Holocaust victims’ assets.
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Gina Alvarado, CPA, PFS
Joined Steven Bankler’s CPA firm in 1996 and Bankler Advisory (the investment advisory service of Steven Bankler's CPA firm) in 2001. Attained bachelor of business administration degree as an accounting major with the University of Texas at San Antonio in 1990. Obtained CPA license in 1993. CPA experience includes two years as general ledger accountant for Coca Cola Bottling Company of the Southwest, two years as tax specialist with KPMG, and two years as staff accountant with Sue Fuselier CPA.
Licenses
Certified Public Accountant (CPA)
NASD Series 66 License (Investment Advisor)
NASD Series 7 License (General Securities License)
Texas Life and Health Insurance License
Memberships
Texas Society of CPAs
San Antonio Hispanic Chamber of Commerce
Jane Guenther, CPA
Joined Steve Bankler’s CPA firm in 2009. Attained a bachelor of business administration degree as an accounting major in 1987 and a master of science degree in accounting in 1988 with Texas A&M University. Obtained CPA license in 1991. CPA experience includes three years with Ernst & Young in Sacramento, California, in the Audit Dept., and six years with Hupp, Bauer, Hanson & Lewis in Wichita Falls, Texas, as audit manager.
Licenses
Certified Public Accountant (CPA)
Memberships
Texas Society of CPAs
Julie Ruiz, Client Service Specialist
Joined Steven Bankler’s CPA firm more than 10 years ago to provide administrative support and Client Services.
Office administration experience includes 20 years in the banking, accounting and investment services industries.
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