Business Details
50+ Years
experience
Your Trusted Accounting Partner in San Antonio
Boehm & Boehm is a locally owned and operated CPA firm with over 50 years of dedicated service to individuals, businesses, and financial institutions in San Antonio and surrounding areas. Our team of certified professionals prioritizes timely, effective advice and tax preparation services, helping clients manage and minimize tax liabilities while upholding the highest ethical standards. We specialize in trust and estate tax planning, offering compassionate support during challenging times, and provide tailored business consulting to help entrepreneurs achieve financial success. Our long-standing reputation for quality service and personalized attention has made us a trusted partner for clients seeking strategic financial solutions. 
Services
Tax Preparation
Tax Planning
Estate Planning
Small Business Accounting
IRS Audit Representation
QuickBooks Services
Cash Flow Management
Succession Planning
Details
- Year established: 1975
Highlights and features
- We have over 50 years of experience serving San Antonio clients.
- Our team provides personalized attention to every client's unique needs.
- Specialized expertise in tax planning and IRS audit representation.
- Responsive service tailored to individual and business financial goals.
- Reputation for quality service recognized by local financial institutions.
What people say
Leading firms in the area
Personal and professional attention
Professional and responsive
Known for quality service
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of individual and business tax returns. We identify all eligible deductions and credits to minimize liabilities while maintaining compliance. With experienced CPAs handling complex tax codes, clients receive strategic advice tailored to their financial situations.
IRS Audit Representation
We provide expert representation during IRS audits, leveraging our deep understanding of tax law to protect client interests. Our team handles all communication with tax authorities, resolves discrepancies, and negotiates favorable outcomes. This service includes documentation review and strategic defense planning for both individuals and businesses.
Estate Planning
Our estate planning service helps clients organize their financial legacy through wills, trusts, and tax-efficient transfer strategies. We simplify complex legal requirements and minimize estate tax burdens. The service includes ongoing guidance for families navigating probate processes and intergenerational wealth transfer.
Small Business Accounting
We manage complete accounting functions for small businesses, including bookkeeping, financial reporting, and internal control systems. Our service ensures accurate financial records while freeing business owners to focus on operations. We customize solutions for cash flow management and strategic growth planning.
Tax Planning
Our proactive tax planning identifies legal strategies to reduce tax liabilities throughout the year. We analyze income, investments, and business operations to optimize tax positions. This service includes year-round consultation for both individuals and corporations facing complex tax scenarios.
Questions
What accounting services do you offer for small businesses?
We provide small business accounting, QuickBooks setup, cash flow management, and strategic business planning to help entrepreneurs focus on growth.
How can you help with tax planning and preparation?
Our team offers comprehensive tax preparation, planning, and audit representation to minimize liabilities while ensuring compliance with current regulations.
Do you assist with estate and trust tax matters?
Yes, we specialize in estate planning, trust tax preparation, and helping families navigate complex financial situations during difficult times.
What IRS-related services do you provide?
We help resolve back taxes, payroll tax issues, IRS liens, levies, and payment plans with discreet, efficient representation.
How do you support new business formation?
We guide clients through business structure selection, registration processes, and internal control implementation for new ventures.
