The richest families in America pay about 8% in taxes. You pay up to 37%. It is because they plan all year long, not at the end or the start of the next year.
Most San Antonio owners tell us the same thing: "my CPA only talks to me at tax time." This firm is a different shape. We are really big on being available.
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We prepare federal and multi-state returns for San Antonio business owners, real estate investors, and high-earning households, all out of the office at 8131 W Hausman Rd Ste 117. Every return goes through a two-preparer review before it is filed.
Most of the work happens over Google Meet, so you do not have to drive in for a document drop-off or a signature. If you want to meet in person, the office is open by appointment, including Saturdays.
A tax preparer files what already happened. A tax advisor plans what happens next: quarterly estimates, S-corp election timing, retirement vehicle stacking, and the moves that only work if someone is thinking about them before December 31.
San Antonio clients on advisory meet with us quarterly, not just at filing time, so a strategy decided in March is not forgotten by next April.
The Tax Analysis isn't for everyone. It works best for these five San Antonio client profiles. If you don't fit one, you'll hear it on the Discovery call.
Need the books handled too? We also work as a bookkeeper in San Antonio, and because the same firm files your return, your books get built the way the return needs them.
Eight years working with SA-based clients. The reasons people switch are remarkably consistent.
A sample from the firm's Google Business Profile. Open the profile to verify any of them directly.
When I found myself facing an IRS audit, I was understandably anxious about the situation. However, Joel stepped in and provided exceptional guidance and support. His expertise saved me over $100,000, an incredible result that I never imagined possible.
Individual result. Yours will differ.
I had a one-hour meeting via Google Meet with Joel, who was already there when I logged in. We discussed tax strategies for a business I'm planning. Later, Ramon called to check in on how everything went. They were very friendly and knowledgeable.
I can't recommend them enough. We had a major project on our hands that was overwhelming. Elevated Tax Strategies not only took our project head-on but made it manageable and gave us peace of mind. Ray has been professional, attentive and warm our entire experience.
Most ETS work happens over Google Meet. That's how we serve clients nationwide while staying based in San Antonio. If you're local and want to meet in person, that's an appointment-based visit (no walk-ins). Click the map for driving directions.
Run your last return through the free calculator. It flags whether your current setup is leaving money on the table: no email wall, no sales pitch. If the numbers say it's worth a conversation, the Discovery call is one click away.
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