Financial Planning In San Antonio
Smart decisions start with a smarter financial plan. At Myres CPA, we coordinate every part of your financial life, from taxes and retirement planning to estate strategy and investments, so everything works together toward your goals.
You Need More Than a Projection.
You Need a Plan
It’s one thing to see where your finances could be in 10 or 20 years. It’s another to know how to get to where you want to be.
At Myres CPA, we take a big-picture approach to personal financial planning. That means helping you lower your tax burden, prepare for retirement, protect your legacy, and align your financial choices with the life you’re building.
Talk to a CPA Who Knows Your Industry
Get clear answers and a plan that works in the real world.
Our Personal Financial Planning & Advisory Services
Your finances don’t exist in a vacuum, and your personal financial planning shouldn’t either. Our strategies connect every part of your financial life into a clear, actionable plan.
Business Tax Prep
Tax prep isn't just complicated. It's tedious, time-consuming, and distracts business owners from their core responsibilities. Our business tax prep services eliminate these frustrations, allowing you to run your business—without making costly tax prep mistakes.
Individual Tax Planning
We help you minimize your tax liability with proactive strategies built around your income, investments, and goals. The end result? A proactive tax plan that’s fully aligned with the bigger financial picture.
Retirement Planning
Whether you’re building toward retirement or already living it, we create a clear, adaptable plan for your income, taxes, and long-term security. Our goal? To help you maintain the lifestyle you want while minimizing risk and costly surprises.
Estate Planning Coordination
Our estate planning team ensures your plan is tax-efficient and aligned with your legacy goals. That means fewer gaps, less risk, and more peace of mind for you and your family.
Personal Financial Planning
We help you make informed choices about your cash flow, compensation, and long-term goals. Then, we connect them into a single, practical plan. It’s a clear roadmap designed to keep you confident and on track.
Wealth Management
Through our partnership with Avantax, we offer investment management that integrates directly with your tax strategy. It’s a coordinated approach to building and preserving wealth—one seamlessly aligned with your overall financial plan.
Our Process: Strategic, Not Rushed
Our process is designed to move quickly, keep you informed, and ensure your plan is built around your financial goals.
Discovery & Fit
Our personal financial planning experts start by learning what matters most: your goals, challenges, and current financial picture. Then we define the scope and next steps.
Proposal & Alignment
You’ll receive a flat-rate proposal tailored to your needs—not a vague estimate or open-ended retainer.
Kickoff & Information Gathering
We collect relevant documents, review any existing plans or filings, and begin building your personal financial planning roadmap.
Planning & Design
We develop a coordinated strategy across taxes, retirement, estate, and investments—aligned with your goals and optimized for your future.
Implementation
Whether it’s investment accounts, tax filings, or legal documents, we put the pieces in place and guide you through next steps.
Ongoing Review
We meet quarterly to track progress, adjust your plan, and ensure you're staying on course, no matter how life evolves.
Who We Work With
Our clients span multiple industries, but all share one thing in common: the need for a CPA team that understands their industry-specific challenges.
Young Professionals Building Wealth
The early years set the tone for everything that follows. We help you build strong financial habits, create a tax-smart savings plan, and make early investment decisions that compound over time.
Dual-Income Families Growing Assets
Balancing two careers often means juggling multiple income streams, stock options, and competing priorities like education savings and retirement planning. We bring it all together into a coordinated plan that works toward your shared goals.
Mid-Career Professionals Seeking Clarity
By mid-career, you’ve built some wealth, but you may be unsure if it’s positioned to take you where you want to go. We align your income, retirement plans, and estate planning strategy, giving you a clearer path forward.
Pre-Retirees & Retirees
Retirement is a transition, not an endpoint. We help you shift from accumulation to distribution with personal financial planning strategies that protect your assets, manage taxes, and give you long-term stability.
Individuals in Transition
Career shifts, inheritances, business sales, and relocations can create both opportunities and uncertainty. We help you weigh your options, understand the tax and financial impact, and move forward with intention.
Why Business Owners Choose Myres CPA
Proactive By Design
Most accounting service firms show up when deadlines loom. We maintain contact throughout the year, ensuring you always know where you are and where you’re going. Our proactive approach anticipates challenges, reduces risk, and capitalizes on opportunities most CPA firms miss.
End-To-End Services
Tax service planning, accounting, advisory, and financial strategy work best when they work together. We integrate services to eliminate hand-offs, reduce miscommunication, and keep your financial plan in perfect alignment.
Hands-On Expertise
When you work with our team, you work with our team. Not a rotating cast of seasonal contractors. Our accountants know you, your goals, and your entire financial picture. That consistency allows us to deliver the hands-on guidance you not only need but deserve.
The Results Speak
for Themselves
Hear how we’ve helped clients simplify their finances and plan for the future.
Anyone can pay to have an accountant, but I feel like I have found a trusted advisor and financial accountability partner who honors my vision, and that is far more valuable to me.
Taylor McLeod
Entrepreneur, Peppermint PlumbingWith Trevor, it’s never felt like just another transaction; his focus is on building a long-term partnership that grows with your business.
Eric Wehmeyer
Principal, Spectrum LightingWe’ve been working with Trevor Myres for over five years, and I can’t imagine running our practice without him. He’s helped us make smart financial decisions, save money, and plan ahead with confidence.
Luis Rojas OD
Owner, Innovista EyeTrevor and his staff made our transition smooth. They’re not only professional and knowledgeable but also made us very welcome—as if we’d known them forever.
Mike & Eva Varnum
Owners, Good ElectricInsights That Move Your Business Forward
About Us
We founded Myres CPA to provide a simple solution to a common (and costly) problem:
Business owners who needed year-round financial oversight weren’t getting it.
We built a firm that does more—one that plans ahead, communicates clearly, and keeps every aspect of your finances connected. The goal? To give you the financial transparency and strategy you need to take control of your finances.
Financial Clarity
BEGINS HERE
Big changes start with one small step. Let’s explore your goals, identify gaps, and map out a plan that works in the real world.
