San Antonio Tax Preparer-Reflecting on 2025 With A Grateful Heart
2025 was a year of growth for James Family Tax, and we owe it to you, our Tax Family. Here’s a look back at the year and what’s ahead for our San Antonio and Schertz offices.
By the James Family Tax team
A Message From Richard James, CEO of James Family Tax
As we close the chapter on 2025 and look ahead to a new year, I want to take a moment to thank you, our clients, our community, our Tax Family.
Thank you for trusting James Family Tax with your taxes, your businesses, and your stories. Whether you’ve been with us for one season or many years, your trust means more to us than words can express. What we do is more than numbers and forms, it’s about people, families, and futures.
It is truly an honor to serve you.
When I look back on 2025, my heart is full. This year was marked by growth, meaningful connections, learning, and deepened community roots. And none of it would have been possible without you.
A Strong Start & Meaningful Milestones
We began the year by being featured in Better Business Stories with the Better Business Bureau, sharing our commitment to ethical business and community trust. January also brought an exciting milestone as we opened our second James Family Tax location in Schertz. Celebrating that ribbon cutting alongside clients, partners, and community leaders reminded me why we do what we do.
That same month, I had the opportunity to present at the BBB Lunch-n-Learn, helping small business owners prepare confidently for tax season—one of my favorite ways to give back.
Celebrating Wins, Together
In February, we were honored to learn we made the Top 5 for YOUR SA 2025, and in March came news that still brings a smile—we were voted San Antonio’s Favorite Tax Team, Three Years Running. That recognition belongs to you, our Tax Family.
April brought another full and fulfilling tax season. We loved serving each and every client and were grateful to serve alongside Love Where You Live – Schertz, continuing our commitment to caring for the community we call home. We also enjoyed sponsoring the photo booth at the annual BBB Topgolf Tournament—a fun way to celebrate business, relationships, and connection.
Growing Our Space & Our Team
In May, we expanded and remodeled our San Antonio office—creating a space that better reflects who we are and how we serve (you’ll have to stop by and see it!). June followed with team training in our new conference room, a meaningful time for our team to gather, learn, and grow together.
July is our intentional refresh month, when our team invests in continued education and new systems to ensure we’re serving you with excellence now and in the future.
Community, Purpose & Finishing Strong
August brought renewed inspiration as Alexis and I attended the Aspire Conference and returned energized to pour into our team. September marked a milestone close to my heart as we hosted our first Faith Driven Entrepreneur Conference, and we’re already looking forward to what’s ahead in 2026.
October was full and impactful—hosting Muffins for Mental Health Professionals, welcoming a counseling group into our conference room, attending the Schertz Chamber Luncheon, completing an incredible extension season with our clients, and proudly sponsoring Love Where You Live – Schertz once again.
November included celebrating at the San Antonio Magazine 20th Anniversary and meeting with creative small business owners at Breva Creative to share practical tax strategies. In December, Brice and I attended the National Association of Tax Professionals Tax Season Updates Conference, and our team had the honor of serving families at Strong Foundation.
“Through every season and every milestone, the greatest joy was serving you. That is what matters most to me and to our entire team.”
Looking Ahead With Gratitude
As we move into a new year, we do so with thankful hearts and hopeful anticipation. Thank you for your continued trust, your referrals, and the relationships we are honored to build with you.
📅 Now is a great time to schedule your upcoming tax appointment.
Our team is ready, prepared, and truly looking forward to serving you again.
Schedule your tax appointment today
Help Us Win! Nominate James Family Tax!
We’re excited to share that James Family Tax has been nominated once again for the YOUR SA Readers Choice Awards. Our goal is to make the Top 5 voting round and—together—win FOUR years in a row!
How to nominate (you can do this daily):
- Visit: https://www.mysanantonio.com/best/yoursa2026/#/gallery?group=532243
- Find James Family Tax
- Click Nominate and submit
It only takes a minute, but your support means the world to us.
Overall, Thank you for being part of our story. Thank you for your trust. And thank you for allowing us to be part of yours.
With sincere gratitude, Richard James CEO, James Family Tax
Your Tax Family, built on Family, Trust, and Community.
At James Family Tax, we are proud to be recognized as one of the best tax services in San Antonio, trusted by individuals, families, and small business owners year after year. If you’re searching for tax preparers near me, San Antonio tax services, or a reliable San Antonio tax preparer, our experienced team is here to help. With convenient locations serving both San Antonio and Schertz, we are honored to support our community as a trusted Schertz tax preparer committed to accuracy, integrity, and personalized service. When it comes to your taxes, you deserve a team that treats you like family—and that’s exactly what we do at James Family Tax.
How James Family Tax Can Help
Want a professional to handle your return? Our Tax Family is here year-round at our San Antonio and Schertz offices.
Book an appointment at our San Antonio or Schertz office, or call (210) 864-1788.
Related reading: How to Choose a Tax Professional & Why You Need One