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Our multi-disciplinary team of CPAs and Financial Professionals makes sure we see all the angles of your financial picture. If we can’t address a concern, we’ll find and manage the appropriate professionals to get the
YOU KNOW YOUR FINANCIAL GOALS.
WE KNOW HOW TO MAKE THEM A REALITY.
job done. We’ll take a forward view, rather than a historical view, to help
you achieve your goals.
In 1981, our founder, Jim Oliver, left his position as Controller and
Director of Finance for Harte-Hanks Cable. Jim decided it was time
to make his own strategic business move. With an entrepreneurial
personality and strong public accounting experience with one of the
top national CPA firms, he started his own CPA practice.
Jim opened his practice in November of 1981. His first client (the
leasing agent for the firm’s first three-room office) is still a client today.
Jim built his fledgling business with very creative marketing
approaches. Through regular TV and radio appearances, an
appearance in MONEY Magazine as their top tax preparer and
networking through family, friends and community service, Jim was
able to build a client base that now includes individuals, families,
some of San Antonio’s best known businesses, and even a few local
and national celebrities.
Today, our team of CPA’s and professionals offers a full spectrum
of financial resources in addition to traditional tax planning