Boehm & Boehm is a locally owned and operated CPA firm. For over 50 years, the Boehm family has been servicing individuals, business, and financial institutions in San Antonio and surrounding areas.
Your personal finances are extremely important to you. Your federal income taxes can represent a large portion of your annual financial expense. At Boehm & Boehm we provide individuals with timely, effective advice, planning, and tax preparation services. We use our experience to help you manage and minimize the effect of income taxes while maintaining the highest ethical standards.
We also provide trust and estate tax planning and preparation for individuals and their families. We often work with families who have lost a loved one. We understand both the emotional and financial challenges difficult situations bring. Whether your financial picture is basic or highly complex, our firm is ready to serve you.
Owning and operating a business is an enormous challenge. On one hand you have the management of your staff, sales, and general operations. And, on the other hand you have a seemingly endless amount of rules, regulations, and potential tax issues. At Boehm & Boehm we work closely with our business clients to help them achieve their goals. We help our clients plan so they can make money and then consult with them to ensure that they can keep as much as legally possible.
We custom tailor our services to your needs. Some of our business clients need only an annual income tax return and franchise tax return. Others need periodic house calls and consultations, and some need year-round services. Our goal is to be responsive to your needs in a timely manner.
Our long experience in taxes, estates, and trust issues has made us a favorite of many financial institutions. We receive many referrals from local bank trust officers and employees. Quality and personal service have helped us achieve our reputation.
We appreciate the continued referrals from the financial community. We appreciate your trust and are looking forward to serving our mutual clients with the highest degree of service.
James L Boehm, CPA
James L Boehm, CPA has been the managing partner of Boehm and Boehm since 1982. Jim specializes in helping individuals and small businesses with tax compliance and consulting. After graduating from the University of Texas at Austin, Jim worked for a big 8 accounting firm in Houston, Texas for 4 years where he gained a wealth of knowledge regarding small business operations and wealth accumulation strategies for individuals. He has been a partner in Boehm and Boehm since his move back to San Antonio. His hobbies include bird hunting, cooking and skeet shooting.
1100 NE Loop 410, Suite 502
San Antonio, TX, 78209