About Us
H. James Clark, Jr., CPA, President | Email Jim

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 a member of CPAmerica International, an association of independent, certified public accounting firms that provide shared best practices, networking opportunities and access to expert resources for member firms. For more information, see the CPAConnect website.

Marleene Chapko, Tax Preparer/Bookkeeper | Email Marleene

Marleene joined the firm in December, 2007. She brings over 30 years experience working for public accounting firms and private companies, including four years with Grant Thornton. Her primary functions include:

Marleene’s cheerful attitude, dedication to accuracy, and strong work ethic make her an extremely valuable employee and someone we’re very happy to have around.

Stephanie Clark, Tax Preparer/Bookeeper | Email Stephanie

Stephanie joined the firm in November, 2011. Since that time she has expanded her tax and accounting knowledge through experience at the firm, and the successful completion of several continuing education courses on various topics. Her primary functions include:

Mindy Reed, Administrative Assistant | Email Mindy

Mindy joined our firm in February, 2017 and has done a great job learning about all of the things we do. Her primary functions include:

We are a tax and accounting practice, working for individuals and businesses. Our vast experience allows us to find the best solutions to our clients' needs. Our understanding of current technology allows us to communicate clearly and efficiently, and also recommend systems that are time efficient for our clients. We work to ensure that you pay the legal minimum in tax, and most importantly, our goal is your success!