Jim founded the firm in 1991. After working out of his dining room for 18 months, he opened an office near Starcrest and Loop 410 in 1993, then moved the firm to its present location in 2005. Jim is a member of the Texas Society of CPAs (TSCPA) and CPA Connect, a national organization of CPA firms. He has participated in a variety of charitable services over the years, most notably as a board member of the Financial Literacy Committee of the San Antonio Chapter of the TSCPA, which was named Charitable Group of the Year in 2006. His expertise in IRS Collections Division representation is well known, as he has negotiated dozens of settlement offers with the IRS, set up hundreds of installment agreements, and has successfully defended clients on a wide variety of IRS examinations. Jim receives regular referrals from several CPAs and attorneys in and around San Antonio when their clients need an experienced negotiator to help resolve their IRS problems.
Jim’s primary function is the management and oversight of all aspects of the firm, the review of all tax returns prepared by the firm, and the preparation of tax returns and financial statements that are of a complex nature.
This firm is an independently owned and operated member firm of CPAConnect, an alliance of CPAmerica, Inc. CPAmerica, an association of independent accounting firms that maintain the highest practice standards, is a member of Crowe Global, providing our firm access to the eighth largest accounting network in the world, with over 200 independent accounting and advisory firms in more than 130 countries. As a client of our firm, you truly receive the best of both worlds: the personal attention and sincere concern of a local firm and the knowledge and resources of an international association. .
Mary Kay Love, Staff Acountant | Email Mary Kay
Mary Kay joined us in February, 2018, after spending nearly 20 years working for the same CPA Firm in Corpus Christi, Texas. Her experience fit our Firm perfectly, having handled many of the same tasks and even using the same software! Her primary functions include:
- Preparation of Federal and State Income Tax Returns for businesses, individuals, trusts, and non-profits.
- Working with business clients to ensure that entries on self-maintained bookkeeping systems are error-free, including meetings with business owners via remote computer access to discuss questions and provide assistance.
- Tax Planning for individuals and businesses to ensure that our clients are aware of upcoming tax liabilities
- Training and set up of the popular QuickBooks accounting software
- Full bookkeeping services for businesses
- Complete Payroll services
Robin Cisneros, Administrative Assistant/Bookkeeper | Email Robin
Robin joined our firm in January, 2018 and has done a great job learning about all of the things we do. She is the primary contact for all administrative matters within the office. Her primary functions include:
- Handling all aspects of the e-filing of returns, including obtaining client signature authorizations
- Website user account setup and maintenance
- Processing customer payments
- Scheduling appointments for all staff members
- Advising clients regarding documents needed for returns, the status of returns in progress, and other office administration requirements.
- In-house bookkeeping for business clients
