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We Solve Problems®

We Solve Problems®  is a recurring theme that our team of certified public accountants employ for our clients. Our goal with each and every client is to utilize our years of experience and expertise to find creative solutions to your accounting and tax problems.

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Our Services 

What We Do

Since 1977, Bankler Partners has helped business owners with the big financial questions. We help you plan, save money, and solve difficult problems.

Expert Witness & Litigation Support

Expert Witness & Litigation Support

If you’re in a financial legal case, we can help explain the facts clearly. We work with attorneys and courts to make sure the financial side of the story is told right.
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Forensic Accounting

Forensic Accounting

Sometimes, financial problems need to be solved in court. We dig deep into the numbers to assist lawyers and judges with specific financial questions.
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Exit & Succession Planning

Exit & Succession Planning

Our strong history of success includes over $500 Million in completed Exit Advisory transactions.
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Accounting & Tax Planning

Accounting & Tax Planning

We help you understand your numbers and discover ways to save. We look at where you or your business have been and assist in planning for what’s next.
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Our Difference

Why People Choose Bankler Partners

Trusted Since 1977

We’ve been doing this a long time. Our team has helped hundreds of business owners with big decisions when it comes to their business and finances.



We can assist you with a variety of services including accounting and tax planning, forensic investigative accounting, exit planning and SUCCESSion planning, or expert witness and litigation support.

Financial problems are not simple or straightforward. They are complex and confusing for the majority of people, and that’s where we come in.

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Years In Business
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In Exit Advisory
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CPAs Employed
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Ready to Transform Your Business?

Discover how we can help solve your biggest problems in one simple guide.

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Client Spotlight

How Long to Keep Tax Records? Forever Might Be Best 
A new precedent is forming in the tax courts that can cost even innocent taxpayers hundreds of thousands of dollars….
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George Clooney’s Exit Tax Dilemma
George Clooney’s recent relocation to France highlights a complex financial dilemma: maintain dual citizenship and face dual tax systems, or renounce U.S. citizenship and trigger…
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Avoiding a Business Seizure for Nonpayment of Taxes
A business seizure is a last-ditch effort following many other attempts at tax collections. Here’s what to watch for and how to respond….
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4NS-Supply
How do you go from zero sales to 800% growth while maintaining a medical career? Dr. Paul Pallan shares his story of dual-career success and…
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Better Tax Preparer Oversight May Be on the Way
Tax preparer oversight might soon be getting a rehaul thanks to a bipartisan Senate bill that aims to impose stricter standards and penalties for misconduct….
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J. Anthony’s Refrigeration
From U.S. Navy technical training to founding J. Anthony’s Refrigeration in 1988, learn how John Bianchi’s commitment to excellence and high-level expertise built a trusted…
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Business Partnership Structure: 6 Things to Consider 
Thinking about a business partnership? This checklist will tell you what to discuss with your tax and legal advisors….
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During an IRS Investigation: Are Friends & Neighbors Contacted?
Can the IRS contact your neighbors or boss? Learn the rules for third-party investigations, your right to advance notice, and how to protect your privacy….
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How the New SALT Cap Affects Texas Pass-Through Businesses
How the One Big Beautiful Bill Act substantially changed the SALT Cap rules for Texas pass-through businesses….
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Small Business Tax Breaks Back on the Table
How does the latest federal tax bill enhance small business tax breaks?…
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IRS Crackdown on Millionaires Is a Sweeping Success
By ramping up enforcement on high-income earners, the IRS has recovered over $500B in back taxes from millionaires. What does this mean for the future…
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Four New Tax Breaks Worth Getting Right
Learn four new tax breaks that can help qualified individuals maximize this year’s tax refund….
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Testimonials 

I’ve worked with a lot of CPAs, and the common theme is that CPAs are not typically proactive. The Bankler team is different in that respect. They’re always considering newer and better ways of doing things. They have a holistic approach that I really respect.”
Stone Oak Wealth Management
“What I love the most about the Bankler team is that we can count on them to get things done. It gives us the time to do what we are good at,”
Sunshine Medical Uniforms
“Their proactive approach and creative advice have been game-changing. The Bankler team helped us with restructuring and tackling complex tax challenges in ways no one else has.”
Mergeworks
“The Bankler team has been 100% great with us. They’re professional in every manner. I’ve been able to sit in a room with other clients at their events over the years, and it’s just remarkable what a warm community and giving team they’ve built.”
Concepts Construction
“With the Bankler team, you’re not left wondering what to do and hoping they return your call.”
Magnolia Pancake Haus

Let's Talk

Let’s take a look at your finances together. We offer a complimentary 1-hour call to review your past tax returns. If we see a way to help you, we will.

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