Business Details
21 Years
experience
Your Trusted Partner for Accounting and Tax Solutions
Chase & Chase has been providing business and tax solutions to the San Antonio area for over 20 years. Our team brings a unique combination of experience in tax, accounting, auditing, legal issues, insurance, investments, and fiduciary roles, offering clients a comprehensive resource for financial decision-making. We specialize in helping business owners, entrepreneurs, and high-net-worth families navigate complex tax matters, business reorganizations, and succession planning. Our services include expansion planning, entity restructuring, and fringe benefit analysis tailored to individual needs. With a focus on strategic financial guidance, we ensure our clients maintain compliance while optimizing cash flow and long-term growth.Our multidisciplinary approach allows us to address both immediate challenges and future opportunities, making us a trusted partner for businesses and families. We prioritize personalized solutions that align with each client's unique financial landscape, supported by continuous accounting and tax services to maintain plan effectiveness. By combining technical expertise with practical business insight, we empower clients to make informed decisions that strengthen their financial positions. Our commitment to excellence is reflected in our client-centric philosophy and dedication to delivering measurable value through tailored advisory services.
Services
Business Tax Planning
Wealth Preservation
Estate Administration
Cybersecurity Consulting
Financial Advisory
Details
- Year established: 2005
Highlights and features
- We offer over 20 years of experience in accounting and tax planning.
- Our team combines expertise in tax, legal, business, and fiduciary roles.
- We provide personalized solutions for business owners and high-net-worth individuals.
- We deliver multidisciplinary services addressing both immediate needs and future goals.
- Our approach ensures compliance while optimizing long-term financial growth.
Services
Business Tax Planning
Business Tax Planning at Chase & Chase helps entrepreneurs and business owners navigate complex tax obligations while optimizing financial outcomes. Our team addresses entity restructuring, succession planning, and cash flow management to ensure compliance and growth. By combining tax code expertise with business strategy, we deliver tailored solutions that reduce liabilities and support long-term objectives.
Wealth Preservation
Wealth Preservation services focus on protecting and growing family wealth through customized financial strategies. Chase & Chase designs plans that address risk management, intergenerational transfers, and tax-efficient asset distribution. Our approach ensures families maintain financial stability while preparing for future generations through comprehensive planning frameworks.
Estate Administration
Estate Administration services assist executors and trustees in managing complex estate and trust obligations. Our team handles tax filings, asset distribution, and compliance requirements while coordinating with legal and financial professionals. We simplify estate complexities to ensure smooth transitions and proper implementation of client wishes.
Cybersecurity Consulting
Cybersecurity Consulting provides small businesses with practical protection strategies against digital threats. Chase & Chase offers risk assessments, breach prevention plans, and staff training to strengthen security postures. Our services focus on cost-effective measures that safeguard financial data and maintain operational continuity for business clients.
Financial Advisory
Financial Advisory services help business owners make data-driven decisions through expert analysis and strategic guidance. We offer cash flow optimization, accounting process improvements, and expansion planning tailored to each company's unique needs. Our goal is to enhance financial visibility and decision-making capabilities for sustainable growth.
People
Neal Chase
CPA, JD
With dual expertise in accounting and law, Neal Chase provides comprehensive financial and legal guidance to business owners. His 20+ years of experience combine tax strategy with fiduciary responsibilities to deliver integrated solutions for corporate growth.
Karen Chase
CPA
Karen Chase specializes in business tax planning and wealth management for entrepreneurs. Her practical approach helps clients navigate complex financial decisions while maintaining compliance with evolving tax regulations.
Cecilia Bruce
CPA
Cecilia Bruce brings extensive experience in accounting and fiduciary matters. She focuses on providing tailored financial solutions for high-net-worth individuals and families seeking long-term wealth preservation strategies.
Christine Fritzsche
Christine Fritzsche supports business owners through comprehensive accounting and tax services. Her work emphasizes operational efficiency improvements and strategic financial planning to help companies achieve sustainable growth.
Sabrina Harrell
Sabrina Harrell assists clients with financial advisory services, specializing in cash flow optimization and business process improvements. Her client-focused approach ensures clear communication and practical implementation of financial strategies.
Questions
What services does Chase & Chase offer?
We provide business tax planning, wealth preservation strategies, estate administration, cybersecurity consulting, and financial advisory services for business owners and high-net-worth families.
How can Chase & Chase help business owners?
Our multidisciplinary team helps business owners with entity restructuring, succession planning, cash flow optimization, and compliance strategies tailored to their specific industry needs.
What areas do you serve?
We primarily serve San Antonio and surrounding areas, with a focus on supporting local businesses and families through personalized financial solutions.
Do you offer cybersecurity services for small businesses?
Yes, we provide practical cybersecurity consulting specifically designed for small businesses, including breach prevention plans and staff training programs to protect financial data.
How do you handle estate and trust administration?
Our team coordinates tax filings, asset distribution, and compliance requirements while collaborating with legal professionals to ensure smooth execution of estate plans according to client wishes.
Reviews (1)
Dave G.
Jul 13, 2020
Report
We found Karen Chase through the Dave Ramsey ELP program. I met her about 2 years ago to help with our individual tax filing. Very nice lady and had the same values as Dave Ramsey, which I liked. The 1st year was good. My main wish with taxes is to make sure that we don't get a large refund and/or a big bill in April. The first year we ended up owing $500. Not bad. After that 1st year, everything went down hill, which will bring me to my conclusion that I would not recommend her for individual tax consulting and will more than likely reach out to Dave Ramsey to give my feedback. Her communication
