San Antonio & Schertz, Texas
Tax Preparation, Planning and Strategies for Families and Small Businesses
Taxes Take Teamwork. We Can’t Wait To Meet You.
Call San Antonio (210) 864-1788 or Schertz (210) 864-8832
What we do
Tax Services and Strategies
Individual & Family Tax Preparation
Accurate 1040 returns for families and individuals, from simple W-2 returns to rentals and investments.
Learn more →Small Business & S-Corp Tax Returns
Schedule C, S-Corporation (1120S) and K-1 preparation for owners who want it done right.
Learn more →Tax Planning & Advisory
Proactive, year-round planning so you make tax-smart decisions before the year ends, not after.
Learn more →Bookkeeping
Organized, accurate books all year from our QuickBooks ProAdvisor team, so tax time is easier.
Learn more →Unfiled & Prior-Year Returns
Behind on filing? We help you get caught up on prior-year returns and respond to IRS letters.
Learn more →Taxes for Therapists & Counselors
Tax help and a community for mental health professionals in private practice.
Learn more →Make Year-End Tax Planning a Priority
Answer a few quick questions to see which planning moves matter most for you before December 31.
Our values & who we are
Family. Trust. Community.
We are a family and veteran-owned tax firm that started in 2011, preparing taxes from a college apartment. Today our team serves more than 2,000 clients from offices in San Antonio and Schertz.
Read our story →Family
Our goal is to do things differently when it comes to tax preparation. Expect to be treated as a valued individual with the utmost respect, fairness and professionalism.
We know that you work hard for your family, so we work hard for you.
Trust
You deserve confidence and transparency when it comes to your taxes. We will work with you to find all of the possible credits, deductions and other potential tax savings.
We strive to achieve the best tax outcome possible for you, your family and your business.
Community
We’re thankful for the continued support of our local community and believe in giving back. Each year a portion of our earnings from tax preparation is given as a financial contribution to a local non-profit.
We 🤍 Our Clients
Voted one of San Antonio’s Best Places for Tax Services by YOURSA readers in 2023, 2024 and 2025, and a winner of the BBB Torch Award for Ethics.
Visit Our Offices
Both offices are currently by appointment only. For the best service, schedule time so we can focus on your needs.
James Family Tax: San Antonio
404 East Ramsey Rd. Suite 114San Antonio, TX 78216
James Family Tax: Schertz
1996 Schertz Pkwy Suite 204Schertz, TX 78154
Ready to join our Tax Family?
Book a discovery call, a tax preparation appointment or a planning consultation. We’re here year round.