Every time I ask him… what can we do for the future? And he's like, just pay more taxes. That's not what I wanna do.
Explaining why he was leaving his prior CPA whose only advice was to pay more taxes.
San Antonio · Bexar County · Texas Hill Country
Tired of your San Antonio CPA going dark after April? · 5.0 / 44 verified Google reviews
Looking for a San Antonio tax firm. That actually does tax strategy.
Look — most San Antonio owners show up saying the same thing: "my CPA only talks to me at tax time." Heard it a hundred times. Just so you know, this firm is a different shape. Your Tax Analysis is kinda like going to the doctor — you walk in with a knee problem, the doctor runs diagnostics before handing you medicine. You get that done on your last three returns, with every missed dollar ranked by the savings it leaves on the table. We're super thorough. We don't do surprises. We're really big on being available. Office at 8131 W Hausman Rd Ste 117 (NW SA, near Stone Oak / Helotes). Visits by appointment.
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Who gets the most out of this
Five client types this firm actually moves the needle for.
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.
- San Antonio business owners with $250K+ revenue. Service businesses, contractors, marketing agencies, consultants, dental and medical practices. The S-corp election decision + reasonable comp + Texas franchise tax positioning often saves $15K–$30K in year one.
- Real estate investors in Bexar County + Hill Country. Single-family rentals in Stone Oak, Boerne, Schertz, New Braunfels. Cost segregation on properties over $400K basis. STR operators in Hill Country. We model REPS qualification + 1031 staging.
- Dual-income high earners ($300K+ household AGI). One or both spouses W-2 in tech, healthcare, USAA, Rackspace, military. Tax planning around mega-backdoor Roth, HSA stacking, cash-balance plans for the side business or 1099 income.
- Crypto investors and on-chain operators. Active traders, DeFi LP providers, NFT collectors, miners. Texas no-state-income-tax helps; the federal side still needs surgical work. We're one of the few SA firms doing crypto at depth.
- Multi-state owners with Texas as a hub. Texans with rental income or businesses in CA, NY, IL, FL. Nexus mapping + apportionment + multi-state return prep without surprises.
The pattern we see most
Why San Antonio business owners leave their current CPA.
Eight years working with SA-based clients. The reasons people switch are remarkably consistent.
- "My CPA only talks to me at tax time." Filing-only relationships mean every tax-saving opportunity dies in the year it could have been used. We meet quarterly with active clients.
- "They never told me about [the S-corp / cost seg / Augusta Rule / etc.]" Most generalist CPAs aren't running active strategy. They file what you bring. We start with strategy and let the return follow.
- "They told me to just pay more taxes." Real quote from a recent prospect. The bar for "tax strategist" in San Antonio is much higher than what most firms deliver.
- "They didn't catch [the audit-trigger / the missed credit / the misclassified entity]." When prior preparers are wrong, the IRS clock has usually been running for 12-36 months. Cleanup work is expensive but recoverable.
- "They wouldn't touch the crypto." Generalist CPAs avoid crypto. We work on-chain — Koinly + Awaken + manual reconciliation, every position documented.
5.0 / 44 verified Google reviews
Real San Antonio clients. Real reviews.
A sample from the firm's Google Business Profile. Click any reviewer name to verify on Google 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.
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.
Our office
8131 W Hausman Rd Ste 117. By appointment only.
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.
Next step
Start free — see if you're overpaying before we ever talk.
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.
See if you're overpaying →