Lange, Poteet And Co., L.L.P.

We strive to live up to our reputation of personalized, high-quality service that fosters a strong relationship between our staff and our clientele

Our firm offers a wide range of services to our individual and business clients As a smaller but established company, we are able to take a more personalized and tailored approach when it comes to meeting our clients’ needs

We prefer to take a proactive vs reactive approach to tax services By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year Tax services offered include but are not limited to:

• Tax planning & return preparationIndividualsCorporationsPartnershipsLLCs/LLPsEstates, trusts & gift

• Estates, trusts & gift

• Divorce and support issues

• Tax effects of buying/selling a business We gauge our worth by the personal and business successes of our clients We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business The following is just a few of the areas in which we provide consulting services:

• Accounting software selection and implementation

• Type of entity selection

• Financial & retirement decisions

• Estate, trust & gift planning (Family Wealth Transfer) Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised Meaningful, well-organized financial records ensure that your business operations will run more efficiently

• General ledger & financial statement preparation

• Accounting system setup for new businesses

• Business tax return preparation (Sales & Use/Business Property)

• 615 Belknap Pl

• San Antonio, TX 78212