2017 RANKING & REVIEWS
TOP ACCOUNTING FIRMS IN SAN ANTONIO
Highlighting the Top Accounting Firms in San Antonio, Texas
San Antonio is known for being a richly diverse city in South Texas, featuring people from unique backgrounds and cultures.
It’s also one of the country’s premier places to do business, as is much of Texas.
San Antonio–along with nearly all of Texas–is known for a business-friendly environment that encourages innovation and the development of companies both large and small.
As a business grows, so does the need for excellent San Antonio CPAs. When searching for San Antonio CPA firms, you’re not just looking for someone who will fill out a tax return.
Rather, you’re looking for a CPA in San Antonio that can become your financial partner and who can create value and new opportunities for your business.
The best San Antonio CPA firms understand that, as well as personalized service and expertise, it’s important to be able to use research, insight, and experience to create new solutions that are tailored to the needs of each client.
This is true whether it’s an individual seeking estate planning or a large corporation looking for international tax guidance.
Below, we have highlighted some of the best accounting firms in San Antonio, TX. Each of these San Antonio accounting firms has been selected for their reputation, quality service, performance, and distinctiveness.
Award Emblem: Top 10 Best Accounting Firms in San Antonio, Texas
AdvisoryHQ’s List of the Top 10 Best Accounting Firms in San Antonio, Texas
List is sorted alphabetically (click any of the above names to go directly to the detailed review for that accounting firm).
- Akin, Doherty, Klein & Fuege PC
- ATKG LLP
- BKD LLP
- Brehm Havel & Company LLP
- Darilek, Butler & Associates, PLLC
- Fisher, Herbst & Kemble, P.C.
- Lange, Poteet & Co. LLP
- Sagebiel, Ravenburg & Schuh P.C.
- Sol Schwartz & Associates
Click here for 2016’s ranking of the Top Accounting Firms in San Antonio
Top 10 Best Accounting Firms in San Antonio | Brief Comparison
|Akin, Doherty, Klein & Feuge, P.C.||Client-oriented values & methodology|
|ATKG, LLP||Widespread recognition for firm success|
|BKD, LLP||Ethical & insightful client service|
|Brehm, Havel & Company, L.L.P.||Speciality in tax preparation|
|Darilek, Butler & Associates, PLLC||Range of diverse services|
|Fisher, Herbst & Kemble, P.C. (FHK)||Cutting-edge tax preparation software|
|Lange, Poteet & Co., L.L.P.||Strong community ties & reputation|
|Sagebiel, Ravenburg & Schuh P.C.||Educational resources & financial tools|
|Sol Schwartz & Associates, PC||High expertise & industry experience|
|theKFORDgroup||Strong community involvement & recognition|
Table: Top 10 Best San Antonio CPAs | Above list is sorted alphabetically
AdvisoryHQ’s Selection Methodology
What methodology does AdvisoryHQ use in selecting and finalizing the credit cards, financial products, firms, services, and products that are ranked on its various top-rated lists?
Please click here “AdvisoryHQ’s Ranking Methodologies” for a detailed review of AdvisoryHQ’s selection methodologies for ranking top-rated credit cards, financial accounts, firms, products, and services.
Detailed Review – Top Ranking Best Accounting Firms in San Antonio
Below, please find a detailed review of each firm on our list of San Antonio accounting firms. We have highlighted some of the factors that allowed these CPA firms in San Antonio to score so high in our selection ranking.
All-in-One Change Management Tools
Top Rated Toolkit for Change Managers.
Get Your Change Management Tool Today...
Akin, Doherty, Klein & Feuge (ADKF) Review
Akin, Doherty, Klein & Feuge (ADKF) is a full-service public accounting firm with offices in San Antonio, as well as Boerne and New Braunfels, Texas.
ADKF serves the needs of clients not only in the San Antonio metro but also throughout South Texas. This firm offers accounting, consulting, and tax services and has been a leading San Antonio CPA for 25 years.
ADKF serves the financial and accounting needs of both business and individual clients with an emphasis on providing a high-level of client service, paired with technical knowledge and expertise.
Image Source: Top San Antonio Accounting Firms
Key Factors That Enabled This Firm to Rank as a Top 2017 Accounting Firm
In the list below are reasons ADKF was selected as one of 2017’s top 10 accounting firms in San Antonio.
Accounting can be a very technical issue, but at the core of everything that the partners, associates, and team members do at ADKF are the best interests of the people they serve.
This San Antonio CPA approaches each client engagement with the idea that people come first. With that concept comes personal service, as well as an emphasis on open, continual communication.
Within the framework of technical expertise, the ADKF staff members also look at client objectives and use them as a guide for the services they provide.
Also part of the people-first approach at this CPA in San Antonio is the idea that personal responsibility is essential to engagements, and clients are considered family.
Memberships and Affiliations
As one of the leading CPA firms in San Antonio, ADKF believes in the concept of being actively involved in its community and civic activities. It also takes professional organization membership very seriously.
Some of the memberships held by ADKF include:
- Texas Society of Certified Public Accountants
- San Antonio Chapter of CPAs
- Texas Society of CPAs Ethics Committee
- San Antonio Estate Planners Council
- International Association for Financial Planners
- Financial Executives International
- Texas Association of Business Brokers
Along with an attitude that puts the needs of the client first, working with ADKF also means clients receive service that is focused on upholding values.
The firm values that are put in place and maintained by this CPA in San Antonio, TX include:
This includes sharing information entirely and without deception as well as communication without manipulation and taking the time to earn client trust.
The staff takes responsibility for producing high-level work and takes ownership and action to achieve the mission of the firm.
There is a focus on taking personal responsibility for continuing learning and gaining knowledge, both in terms of individual industries and within the accounting and financial services.
Each team member from this CPA in San Antonio strives to maintain communication in a way that’s timely, relevant, respectful, and positive.
Relationships are essential in every aspect of business at ADKF, from working with other members of the community to valuing clients and their business.
Service centers on treating clients and other staff members with integrity, respect, and professionalism.
Not only does the team of professional accountants and staff members at ADKF work directly with clients, but it also integrates its services to include client business partners, bankers, and other stakeholders that have an interest in their accounting.
Some of the services offered by ADKF, one of the leading accounting firms in San Antonio, include:
- Full-service business tax preparation
- Independent audits and company audits
- Bookkeeping and accounting
- Financial consulting and advisement on tax-saving strategies
ATKG LLP Review
As one of the leading accounting firms in San Antonio, ATKG also recently began offering assurance services to provide more comprehensive opportunities for clients.
The mission of ATKG is “enhancing prosperity,” and this includes offering engaging, in-depth, and personalized service to customers, with plenty of emphasis on helping clients achieve not just their financial goals but also their life goals.
Key Factors That Led Us to Rank This Firm as a Top 10 2017 San Antonio Accounting Firm
Some of the unique elements that led to ATKG ranking as one of the 2017 top accounting firms in San Antonio, TX are listed below.
In many ways, working with ATKG brings the best of all worlds to clients.
They receive highly personalized, localized service from this San Antonio CPA, but, at the same time, as a member of Allinial Global, this firm can bring clients international access and expertise.
Allinial Global is an association of independent accounting and consulting firms, with just over 100 members throughout the world.
Only one firm from every market is invited to be part of this prestigious organization. Membership gives clients access to a wide network of expert professional service providers, along with international resources.
Among San Antonio accounting firms, ATKG is frequently recognized with local and industry awards. Some of the recent awards it has received include:
- Best Companies to Work for (Small Companies) in Texas: Ranked #2 (2014-2016)
- Best Places to Work: San Antonio Business Journal (2008-2016)
- Top 100 Accounting Firms to Work for (ranked 6th nationally): Accounting Today (2012-2015)
- Fastest Growing Private Companies: San Antonio Business Journal (2016)
- Largest San Antonio Accounting Firms: San Antonio Business Journal (2008-2016)
As a respected and well-established San Antonio CPA, at ATKG, it’s important to the members of the firm that they’re able to provide the best possible service to each client.
In order to do that, they focus in on certain industries, ensuring they offer personalized service to their clients with an understanding and expertise of their unique industry situation.
Industries served by the accounting team of ATKG include:
- Family office
- Farm and ranch
- Oil and gas/energy
- Professional services
- Real estate
- Restaurant and retail
Working as an industry leader among CPA firms in San Antonio, ATKG not only offers client services but also education events to empower members of the community.
It launched a series of events to help people in a range of industries, and the topics are relevant to what clients and partners are facing.
Some recent events have included:
- QuickBooks Lunch & Learn
- St. Mary’s Accounting Club Presentation
- ATKG office tours for college students
Don’t Miss: Best Accounting Firms in Orlando, FL | Ranking
BKD is a national accounting firm made up of expert CPAs and advisors that offer specialized skills and services as well as a dedication to customer service.
This national CPA and advisory firm maintains clients throughout the U.S. and the world and works with closely-held businesses, publically traded companies, government entities, not-for-profits, and individuals.
Industries served by BKD include health care, manufacturing, distribution, financial services, construction, and real estate.
The San Antonio office is led by Managing Partner Jon McDowell, and this office also works on topics surrounding wealth strategies and employee benefit plans.
Key Factors That Enabled This Firm to Rank as a Top 2017 CPA in San Antonio, TX
Listed below are reasons BKD was selected for this ranking as one of the top 10 2017 San Antonio accounting firms.
Client service from this CPA in San Antonio is driven by ethics, insight, and communication. Below are the specific principles that serve as a foundation for client service from BKD:
BKD has been working with integrity to address the needs of clients for 90 years, and it always comes before profitability.
Working with BKD offers clients a combination of intelligence, credentials, experience, and business acumen.
As a client of BKD, you’re partnered with someone who will listen to what you have to say and be responsive as well as share with you objective and honest insights.
Communication at BKD focuses on timeliness, honesty, and accuracy.
Advice is sound, ethical, and creative. You’ll receive financial expertise with an eye toward innovation and best practices.
BKD is a member of Praxity, a global alliance of independent firms registered in countries throughout the world.
Membership in the Praxity alliance affords clients of BKD with access to international resources.
It’s ideal for clients who work globally or who are planning an international expansion because accountants from BKD can tap into the resources available through this affiliation to gain knowledge of localized regulatory information.
This alliance also ensures BKD team members will be able to offer advice on tax risks and structures of international relevance.
While BKD may be a national company with a presence throughout the U.S. and affiliations with global networks, the San Antonio branch is affiliated with several prestigious local organizations that exemplify ethics and excellence in business.
Some of the community groups that the BKD San Antonio CPA firm is associated with include the following:
- Employees from BKD are active members of the San Antonio Greater Chamber of Commerce
- North Chamber of Commerce
- UTSA Alumni Association
- Sponsorships and support go to organizations like the South Texas Blood & Tissue Center, NuStar Foundation, KLRN’s Blazing Gavels Auction, and the University Hospital Systems Medical Miracles Gala
Since BKD is one of the CPA firms in San Antonio that’s part of a larger national and international network, it has the ability to work with clients to solve very complex and challenging issues.
Its services include:
- Audit and assurance
- Accounting outsourcing
- State, local, & international taxes
- Estate tax
- R&D tax credit services
- Tax-exempt services
- Business transition services
- Forensics, investigation, and litigation
- Wealth management
- Valuation services
- Information technologies
- Enterprise risk solutions
Since 1980, Brehm, Havel & Company has been working with clients in and around San Antonio and South Texas to help them solve even the most complex of their accounting and tax needs, addressing the needs of both businesses and individuals.
Services range from basic tax management to sophisticated financial planning, and it approaches client engagements proactively to solve problems before they arise.
As well as a San Antonio office, Brehm, Havel & Company also maintains an office in Kenedy that deals exclusively with tax and accounting services.
Key Factors That Allowed This Firm to Rank as a Top San Antonio Accounting Firm in 2017
A few factors leading to the selection of Brehm, Havel & Company as one of the top 10 accounting firms in San Antonio are listed below.
Tax Return Preparation
As a San Antonio CPA firm specializing in tax preparation, Brehm, Havel & Company can work to prepare a variety of different types of tax returns for clients on a federal level as well as a state level.
Some of the types of returns prepared by this firm include:
- 1040 Individual Income Tax Return
- 1040NR Non-Resident Individual Income Tax Return
- 1120 Corporate Income Tax Return
- 1065 Partnership Income Tax Return
- 5500 Benefit Tax Plan Return
- 990 Exempt Organization Tax Return
- 709 Gift Tax Return
- 706 Estate Tax Return
Brehm, Havel & Company can also work with clients to prepare the Texas State Franchise Tax return.
When it comes to client engagements, Brehm, Havel & Company adopts a proactive approach.
Rather than waiting until something becomes problematic, this CPA in San Antonio strives to meet with clients well ahead of any financial or tax deadlines and learn as much as it can about their personal or business situation.
It can then develop strategies that will help them avoid future issues and also minimize the amount of taxes they’re required to pay.
Much of this approach relies on in-depth research to ensure solutions are optimal, based on the constantly evolving regulations and financial landscape.
To make working with its firm as smooth, advanced, and convenient as possible, Brehm, Havel & Company offers clients the opportunity to sign up for its online portal.
Clients can then use their username and password to sign on to this portal directly on the company’s website and upload and download files securely and directly.
This is a great way to reduce paper usage and waste. It also saves both clients and financial professionals time, allowing them to focus on offering value-creating solutions rather than administrative tasks.
Business Planning and Consulting
Launching or maintaining a business is often one of the most difficult undertakings a person or a group of people does, and Brehm, Havel & Company offers a full range of services to make this easier for clients.
It can work with clients to determine whether or not incorporation is right for them, what type of entity would be best for them, and how to account for income and expenses.
This CPA in San Antonio, TX, can also help clients determine their best interests when it comes to buying or selling a business.
Darilek Butler & Associates, PLLC Review
Established in 1993, Darilek Butler is one of the most respected and well-established San Antonio CPA firms.
This public accounting firm employs a team of experienced and expert Certified Public Accountants that maintain close working relationships with all clients.
Darilek Butler works with commercial and governmental entities, not-for-profits, and individuals both in San Antonio as well as all of surrounding South Texas.
This intimate, individualized firm is led by Robert F. Darilek, CPA and senior partner, as well as Steven H. Butler, CPA and senior partner, and Darenda D. Klentzman, CPA and partner.
Key Factors That Enabled Us to Rank This Firm as a Top San Antonio Accounting Firm in 2017
When looking at the top CPA firms in San Antonio, some of the factors leading to the selection of Darilek Butler as one of 2017’s top accounting firms in San Antonio are highlighted below.
Regarding accounting firms, membership in prestigious professional groups is an important indicator of their strengths and reputation.
Darilek Butler is a small, local San Antonio CPA firm but is also a member of well-known and highly-respected state and national organizations that ensure the highest ethical standards are maintained.
These group affiliations include:
- The Texas Society of Certified Public Accountants
- The Public Company Accounting Oversight Board (PCAOB)
Part of the reason Darilek Butler has been able to maintain such a long history in San Antonio and the surrounding South Texas area is because of its defined mission statement that each employee upholds.
This mission statement is as follows:
“To provide quality, professional service in a timely and efficient manner that portrays a positive attitude to our clients. To create a team spirit that promotes individual growth, mutual responsibility, and better communication. To help clients achieve collective and individual financial and professional success.”
While Darilek Butler may be a small firm with intimate service and a personal approach to clients’ work, it does offer a range of diverse services. Services provided by this San Antonio CPA include:
This can include monthly accounting processing, bill payment, general ledger processing, creating monthly financial statements, management reports, and payroll tax services.
As part of the comprehensive auditing services offered by this CPA in San Antonio, there will be planning, risk assessment, and evaluation using industry audit tools.
From tax return preparation to the organization of the structure of entities, Darilek Butler offers in-depth tax services.
Consulting services can range from budgeting to any requested consulting service needed by clients.
While Darilek Butler may be a small firm, it has several female members on its team. One of them is Partner Darenda D. Klentzman.
Klentzman supports clients with their use of Peachtree and Quickbooks and has extensive experience working with nonprofit and government entities. As a member of the AICPA and the TSCPA, she has over 18 years of accounting experience.
Fisher, Herbst & Kemble, P.C. Review
Fisher, Herbst & Kemble P.C. (FHK) is one of the leading CPA firms in San Antonio, founded in 1983.
It’s recognized as one of the top 10 locally-owned CPA firms in San Antonio and offers tax planning and compliance services as well as accounting, audit services, reviews, and compilations.
Clients have assets that range from under $1 million up to more than $500 million.
As a result, the professional team at FHK has experience working with diverse clients and industries, proactively solving financial, accounting, and tax challenges with insight, education, and expertise.
Key Factors Leading Us to Rank This Firm as a Top San Antonio Accounting Firm in 2017
Highlighted below are some of the reasons FHK was selected as one of 2017’s top 10 accounting firms in San Antonio.
Federal and State Tax Preparation
Preparing both federal and state tax returns is a fundamental component of the service offerings from FHK. With that in mind, tax preparation is actually approached as a planning process.
FHK’s team of tax professionals works hard to remain ahead of new laws and legislation that may impact a client’s taxes, and that allows for the minimizing of current and future liabilities.
Each year, the FHK accounting team works to calculate the tax entry for financial institution clients so they don’t have to change their FDIC call reports.
The partners and managers at FHK are intricately involved in tax prep work, which ensures surprises are eliminated.
To offer the highest quality of advanced service, this San Antonio CPA is deeply reliant on the newest and best technology and software.
FHK has invested significantly in the most cutting-edge software for both San Antonio tax preparation and general financial research.
The result is San Antonio tax preparation that is highly efficient and highly accurate.
This software and technology is designed to provide returns for entities including individuals, corporations, partnerships, LLCs, LLPs, and not-for-profits.
Small Business Service
While FHK is one of the San Antonio accounting firms that has the know-how and resources to work with large corporations, they also specialize in small business accounting and financial options.
FHK offers in-depth small business tax consulting and planning services that let small business owners reduce their tax liabilities and also spend more time focusing on their business.
Rather than handling San Antonio tax preparation or other financial challenges, these services make life much easier for small business owners, improving efficiency.
To ensure all services offered by this San Antonio CPA are tailored and done with complete specialization and an eye for detail, FHK works within certain industries.
These industries include:
- Financial institutions
- Oil field services
- Real estate
- Retail and distribution
By focusing attention only on specific sectors, the accountants and financial professionals at FHK can make sure they’re delivering specific service that’s completely in-tune with the complexities of the client’s particular business.
Popular Article: Best Accounting Firms in Boston, MA | Ranking
Lange, Poteet & Co., LLP Review
Located in the Monte Vista Historic District of San Antonio, Lange, Poteet & Co. is a full-service public accounting firm that services clients not only in and around San Antonio but also throughout Texas and the entire U.S.
The current partnership was formed in 1967, and the combined history of this San Antonio CPA totals over 50 years, allowing it to create a strong, long-standing reputation in the community.
Key Factors That Enabled This Firm to Rank as One of the Top San Antonio Accounting Firms in 2017
When looking at the many qualified San Antonio CPA firms, the following are some reasons Lange, Poteet & Co. was selected for this ranking of the top accounting firms in San Antonio.
History and Experience
Among this ranking of top San Antonio CPA firms, Lange, Poteet & Co. stands out in many ways, including its long history and experience level.
As mentioned above, this firm has been part of the San Antonio community since 1967 and has worked with many of the same client families for five decades or more.
Additionally, the average partner experience level is more than 40 years.
This level of experience not only ensures clients receive the benefits of extensive knowledge and expertise, but it also demonstrates the ability of Lange, Poteet & Co. to maintain a great reputation, successfully growing and building their business over decades.
The firm, as well as many of the individual San Antonio CPAs and employees at Lange, Poteet & Co., are part of high-level and exclusive professional organizations. Some of these memberships include:
- American Institute of Certified Public Accountants and the separate Tax Division of the organization
- Texas Society of CPAs and the San Antonio Chapter
- San Antonio Estate Planners Council
- San Antonio Chamber of Commerce
These organizations show a commitment to the industry and to maintaining the highest standards of accounting and financial services.
They also demonstrate a dedication to the local San Antonio community in which Langue, Poteet & Co. has thrived over the years.
When assessing Lange, Poteet & Co., perhaps one of the most notable and distinctive aspects of this San Antonio CPA firm is how much of its business is built on referrals.
According to the company, it has grown almost entirely through client and professional referrals, with 100% of its existing client base stemming from referrals.
These referrals not only come from other clients but also other professionals it has worked with and institutions in this community.
This demonstrates the level of satisfaction clients feel when they work with Lange, Poteet & Co., one of the leading San Antonio accounting firms.
While it is a relatively small, personal CPA in San Antonio offering deeply engaged service to each client, Lange, Poteet & Co. also has the resources and expertise to deliver a broad range of services.
Some of these services include:
- Cash flow and budgeting analysis
- Business entity selection
- Buying and selling a business
- Estate planning
- Financial planning
- Retirement planning
- Tax services
- Estate and trust tax preparation
- IRS representation
- Tax planning and preparation
Sagebiel, Ravenburg & Schuh P.C. Review
As a staple of the business community and one of the top accounting firms in San Antonio, Sagebiel, Ravenburg & Schuh P.C. has an undeniable presence amidst San Antonio CPAs.
They serve small to medium-sized businesses and individuals, providing professional and personalized financial guidance across the San Antonio area.
With a close-knit staff of 9 accountants and 2 administrators, this San Antonio CPA is perfectly poised to tackle basic tax management and accounting services to in-depth work with audits, financial statements, and financial planning.
Key Factors That Enabled This Firm to Rank as One of the Top San Antonio Accounting Firms in 2017
When looking at the many qualified San Antonio CPA firms, the following are some reasons why Sagebiel, Ravenburg & Schuh P.C. was selected for this ranking of the top accounting firms in San Antonio.
Wide Range of Services
While other San Antonio CPAs might focus solely on general accounting and San Antonio tax preparation, Sagebiel, Ravenburg & Schuh P.C. extends their reach to provide high levels of value for businesses and individuals alike.
Their accounting services include:
- Tax management
- Assurance & advisory
- Estate & trust planning
- Quickbooks accounting help & assistance
- Computer consulting
- Financial projections & forecasts
- Accounting services
- Audits, reviews, & compilation
- IRS representation
- Medical practice consulting
- Debt & finance advising
It’s rare to find a San Antonio CPA that is willing to go the extra mile to assist their clients in all areas of accounting, particularly when considering help with Quickbooks and advising clients on debt management.
Whether you are a local business looking to fine-tune your accounting or a San Antonio resident who needs assistance with creating a budget, this San Antonio accounting firm provides strong value to the accounting community.
Peer Review Program
As part of the Peer Review Program, Sagebiel, Ravenburg & Schuh P.C. is independently reviewed by another accounting firm every three years.
The goal of this program is to promote quality in all levels of accounting and auditing services for members of the American Institute of Certified Public Accountants (AICPA).
Results are given in three possible ratings: Pass, Pass with Deficiency, or Fail. In 2013, Sagebiel, Ravenburg & Schuh P.C. received a pass from their peer review.
Seeking valuable feedback and thorough evaluation is an important marker of a reliable, efficient CPA in San Antonio.
It demonstrates transparency, efficiency, and shows clients that their business model is respected and recognized within the field of accounting.
Part of what makes Sagebiel, Ravenburg & Schuh P.C. a valuable San Antonio accounting firm is the vast array of educational information available through their website. These guides provide brief explanations and answers to an array of common accounting or financial questions.
Their financial guides include topics on:
- Life events
In addition to the financial guides, this San Antonio CPA provides a wealth of financial calculators to provide detailed graphs and reports, allowing clients to plan ahead and better manage their finances.
Among many others, their financial calculators include topics on:
- Home & mortgage
- Payroll & benefits
Whether you are a small business looking for loan guidance, or if you’re deciding between leasing and purchasing a car, the financial guides offer valuable information to help you make smart financial decisions, even without a San Antonio CPA.
The team of staff at Sagebiel, Ravenburg & Schuh P.C. is composed of tax and accounting professionals with years of valuable experience.
Each team member is dedicated to staying up-to-date with constantly changing tax laws and principles of financial accounting.
Their staff includes four CPAs, three of whom are women. In fact, 50% of their professional staff are women, making for an all-inclusive and dynamic accounting firm.
With a dedication to hiring professional, well-trained staff members and including a variety of perspectives, this San Antonio CPA firm is one of the top accounting firms in San Antonio this year.
Sol Schwartz & Associates P.C. Review
Sol Schwartz & Associates is a San Antonio CPA firm that’s locally owned and was founded in 1980.
The mission of Sol Schwartz has always been to help clients maintain a sense of financial viability while being proactive in how it helps clients achieve their goals.
Services offered by this CPA in San Antonio, TX, are incredibly flexible.
This makes them an ideal San Antonio accounting firm if you need to collaboratively create long-term solutions, or simply need an accounting firm that can work with you on one particular project.
Key Factors Considered When Ranking This Firm as a Top San Antonio Accounting Firm in 2017
Below are unique factors that were involved in the decision to list Sol Schwartz as one of the 2017 top 10 accounting firms in San Antonio.
Uniquely, Sol Schwartz & Associates offers services specifically for Spanish-speaking clients as well as English-speakers.
This San Antonio CPA has a Spanish section on its website, and there are multilingual team members who can help Spanish-speaking clients with their accounting and tax needs.
Sol Schwartz & Associates is not only a bilingual firm, but it also appreciates multiculturalism, creating a comfortable, productive, and inclusive environment for clients from all backgrounds.
The San Antonio accounting firm is also a member of the Asociacion de Empresarios Mexicanos and the World Affairs Council of San Antonio.
Online Tax Guide
In an effort to not just provide service to clients but also to empower them to make sound and value-creating financial decisions, Sol Schwartz offers comprehensive financial guides, including the Online Tax Guide.
The Tax Guide is an in-depth overview of many of the topics most commonly asked about as it pertains to taxes for individuals, businesses, not-for-profit organizations, and more.
The Tax Guide also includes a tax calendar with a range of federal due dates and tax figures that are updated yearly to show the differences from the previous year.
The aim of Sol Schwartz & Associates is to provide service offerings that are diverse but also simultaneously specialized.
This requires insight, expertise, and high skill levels. Thankfully, the well-trained CPAs at this CPA in San Antonio, TX deliver all of those things.
By offering industry experience, the result are projects that are simplified, streamlined, and meet all rules and regulations.
Practice areas include:
- Closely-held businesses
- Employee benefit plans
- Health care
- Manufacturing & distribution
- Real estate
- Estate and gift tax planning
- Forensic accounting & litigation support
Sol Schwartz & Associates is a member of several high-profile industry groups. These include:
This accounting association includes independent CPA firms and provides access to networking, expert advice, resources, and a sharing of best practices.
The result of membership in this association is being able to remain a localized firm while having the resources of a large, international organization.
American Institute of CPAs (AICPA)
AICPA was founded in 1887 and still maintains its original goals, which are to ensure member firms maintain a high level of standards and ethical guidelines.
Texas Society of Certified Public Accountants
Founded in 1976, theKFORDgroup, previously known as Hill & Ford, has been one of the preeminent San Antonio CPA firms.
When the firm was first launched, it consisted of one person in a two-room office, and then Kimberly C. Ford joined as a staff accountant in 1983.
Since then, she’s become the sole owner of the company, and in 2016, Hill & Ford P.C. became theKFORDgroup.
The office is located on the north side of San Antonio, and innovation and state-of-the-art technology back all services.
Key Factors That Led to Our Ranking of This Firm as a Top San Antonio Accounting Firm in 2017
The list below represents unique aspects of theKFORDgroup that led to its inclusion on this ranking of the top 10 accounting firms in San Antonio.
Essential to the approach of everything done at theKFORDgroup is a reliance on collaboration.
Through teamwork with one another and clients, the belief is that service will be excellent, and these San Antonio CPAs are able to help clients navigate even the most challenging accounting and finance issues.
Through the idea of teamwork, it then becomes possible to uncover new and more valuable ways of doing things, according to the belief system at theKFORDgroup.
theKFORDgroup is operated by shareholder Kimberly C. Ford, who has been invited to high-profile events such as discussing the fiscal cliff on a White House roundtable.
In addition to Kimberly Ford, this company is primarily managed by female employees, including Jennifer C. Edwards, who has more than 25 years of experience in tax, accounting, and valuation.
Tracey L. Burke is a CPA and Certified Financial Planner with decades of experience working with local and national firms, and other female employees at theKFORDgroup include Cindy T. Reeh, Velma L. Guerra, and more.
The employees at theKFORDgroup are not just primarily female but are also from diverse backgrounds, so they can offer clients unique perspectives and viewpoints that add value to the accounting and consulting process.
Entrepreneurial Business Advisory Services
One of the unique facets of business offered at this CPA in San Antonio are its entrepreneurial business advisory services, which are designed to help risk-takers who want to grow their businesses.
Through these services, entrepreneurs work as partners with team members from theKFORDgroup to move toward the achievement of business and financial objectives.
Within this service category, subservices include:
- Asset protection
- Management advisory services
- Business entity selection
- Buying and selling a business
- Cash flow and budgeting analysis
- Business succession planning
- Consulting services
A significant part of the culture at theKFORDgroup involves community involvement and engagement.
The company culture is centered on the cultivation of social awareness and the recognition of opportunities to give back to local organizations and individuals in San Antonio.
This also helps the team members of this San Antonio CPA firm provide better services by cultivating camaraderie and collaboration among employees. It also requires employees to be held to a high standard of excellence.
Some of the organizations served by theKFORDgroup include the San Antonio Food Bank, the Jerry Lewis Telethon, and the Boys and Girls Club of San Antonio.
This is also one of the contributing reasons theKFORDgroup was named as one of San Antonio’s 2015’s Best Places to Work by the San Antonio Business Journal.
Conclusion – Top 10 Accounting Firms in San Antonio, TX
The best accounting firms are those businesses that go well beyond simply “crunching the numbers.”
Instead, they’re the partners that individuals and businesses take on to help them find ways to save and make more money.
A good San Antonio accounting firm can help ensure you’re compliant, but it can also be an innovator in terms of working with you to uncover new financial solutions.
Each San Antonio accounting firm on our list of best San Antonio CPA firms achieve all of these objectives, and then some.
While this list of San Antonio accounting firms is incredibly diverse, they all have one thing in common: a dedication to excellence.
Whether you’re a large corporation with an international interest or a small local San Antonio business, the above San Antonio CPA firms offer quality service, a partnership approach, and the ability to let you rethink how you view accounting.
AdvisoryHQ (AHQ) Disclaimer:
Reasonable efforts have been made by AdvisoryHQ to present accurate information, however all info is presented without warranty. Review AdvisoryHQ’s Terms for details. Also review each firm’s site for the most updated data, rates and info.
Note: Firms and products, including the one(s) reviewed above, may be AdvisoryHQ's affiliates. Click to view AdvisoryHQ's advertiser disclosures.