Business Details
49 Years
experience
Trusted Accounting & Tax Solutions for Business Owners
Since 1977, Bankler Partners has been solving complex financial challenges for business owners with a problem-solving approach rooted in expertise and integrity. Our team of seasoned CPAs brings decades of hands-on experience in accounting, tax planning, forensic analysis, and business transition strategies. We prioritize personalized solutions over generic advice, ensuring each client receives direct access to licensed professionals who understand their unique industry dynamics. Our commitment to transparency and proactive guidance has earned us long-standing trust from clients across diverse sectors, including healthcare, construction, and government contracting.By focusing on strategic tax planning, asset protection, and exit advisory services, we help clients reduce liabilities, avoid surprises, and make confident financial decisions aligned with their long-term goals. Our team's extensive credentialsincluding specialized certifications in forensic accounting, personal finance, and litigation supportunderscore our dedication to delivering results that stand up to scrutiny in both boardrooms and courtrooms. This combination of technical rigor and client-centric service has made us a trusted partner for businesses seeking clarity in complex financial landscapes.
Services
Accounting
Tax Planning
Exit Planning
Forensic Accounting
Expert Witness
Litigation Support
Asset Protection
IRS Negotiation
Business Valuation
Fraud Investigation
Details
- Year established: 1977
Highlights and features
- We've been solving accounting and tax problems since 1977.
- Our team consists of certified CPAs with extensive industry experience.
- We offer full-service tax planning and advisory solutions.
- We specialize in resolving complex tax and financial issues.
- We provide personalized, problem-solving approaches tailored to your business.
Associations and certifications
- CPA
- PFS
- Cr.FA
- CFF
- CGMA
What people say
Proactive approach
Creative advice
100% great with us
Holistic approach
Trusted them
Services
Accounting & Tax Planning
We provide comprehensive accounting and tax planning solutions for business owners, including asset protection, IRS negotiation, and strategic entity structuring. Our CPA-led team analyzes your financial landscape to identify savings opportunities while ensuring compliance. By combining in-depth industry knowledge with personalized strategies, we help clients reduce tax burdens legally and efficiently while preparing for long-term financial stability.
Exit & Succession Planning
Our exit planning services guide business owners through complex transitions, whether transferring ownership, selling to a third party, or preparing for retirement. We conduct thorough business valuations, develop ownership transfer strategies, and structure tax-efficient exit scenarios. By coordinating with legal and financial advisors, we ensure smooth transitions that protect business value and align with personal financial objectives.
Forensic Accounting
We specialize in uncovering financial discrepancies through forensic accounting services including fraud investigation, asset tracing, and litigation support. Our CPAs analyze records to detect misrepresentation, quantify damages, and provide court-ready reports. This expertise helps clients resolve disputes, recover losses, and strengthen financial controls through evidence-based analysis.
Expert Witness Services
Our CPAs serve as expert witnesses in financial litigation cases, providing clear testimony and analysis in matters involving fraud, asset disputes, and financial misrepresentation. We prepare defensible reports that explain complex financial findings in accessible terms, supporting attorneys and courts with credible, data-driven insights during trials and mediations.
Litigation Support
We assist legal teams with financial aspects of litigation through detailed analysis, expert reports, and courtroom testimony. Our services include evaluating opposing expert findings, preparing financial exhibits, and explaining complex financial concepts in plain language. This support helps strengthen legal strategies while ensuring accurate interpretation of financial evidence.
People
Steven Bankler
Founding Partner
With over four decades of experience, Steven Bankler leads Bankler Partners as a Certified Public Accountant and internationally recognized expert in forensic accounting. He has provided analysis for major media outlets and served as a consultant to congressional committees, bringing unparalleled expertise to complex financial cases.
Gina Valorz
Managing Partner
Gina Valorz combines deep accounting expertise with leadership in personal finance solutions. As Managing Partner, she oversees strategic advisory services while maintaining direct client relationships, ensuring all engagements reflect Bankler Partners' commitment to personalized problem-solving and industry-specific insight.
Cathy Hooks
Tax Director
As Tax Director, Cathy Hooks specializes in developing strategic tax solutions for business owners. Her expertise in compliance and optimization helps clients navigate complex regulations while maximizing savings opportunities through proactive, year-round planning approaches.
Laura Fair
Senior Tax Manager
Laura Fair brings extensive experience in international tax matters and cross-border financial planning. Her technical proficiency ensures clients receive sophisticated solutions for complex tax scenarios while maintaining compliance with evolving regulatory requirements.
Naureen Tejani
Senior Tax Manager
Naureen Tejani specializes in high-net-worth individual taxation and estate planning strategies. Her comprehensive approach helps clients protect assets and minimize tax liabilities through tailored financial structures that align with long-term personal and business objectives.
Questions
What industries does Bankler Partners specialize in?
We focus on healthcare, construction, professional services, and government contracting sectors with tailored accounting solutions.
Can Bankler Partners handle complex IRS issues?
Yes, our team includes CPAs with specialized certifications to resolve audits, negotiations, and tax disputes effectively.
Do you offer forensic accounting for legal cases?
We provide detailed forensic analysis and expert testimony for fraud investigations and litigation support.
Is Bankler Partners available for virtual consultations?
Yes, we offer remote and hybrid meeting options to accommodate client needs across Texas.
How does Bankler Partners handle business succession planning?
We develop customized exit strategies including business valuation, ownership transfers, and tax-efficient transitions.
What sets Bankler Partners apart from other accounting firms?
Our CPA-led team combines 45+ years of experience with a proactive approach to personalized financial problem-solving.
Reviews (1)
QuikNumber Door Numbers
Sep 24, 2018
Report
Steven Bankler is a consummate professional. We are being audited and Steven is not only guiding us through this difficult process, but he is also giving us information and ideas about tax reduction opportunities that we have been missing and can take advantage of in future years. In the long run it is easy to see that Steven will save us more than we pay him.
