Individual Tax Planning in San Antonio

Personal tax planning isn’t just about what you owe—it’s about what you keep. At Myres CPA, we help you take control of your tax strategy with proactive planning, smart decisions, and year-round support.

Personal Tax Planning, Built for Real Life

There’s more to tax planning than filing a return. Real planning means understanding where you are today, where you want to go, and how to use the tax code to your advantage.

Our individual tax planning services give you clarity around your income, investments, retirement contributions, and future goals.

Whether you’re preparing for retirement, managing equity compensation, or just tired of overpaying, we’ll help you create a personalized plan that aligns with your financial strategy.

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Individual Tax Planning Personal Financial Planning Wealth Management Retirement Planning Estate Planning

Talk to a CPA Who Knows Your Industry

Get clear answers and a plan that works in the real world.

What We Handle—So You Don’t Have To

Our approach to individual tax planning combines hands-on expertise with a long-term perspective. Here’s what we offer.

Strategic Tax Analysis

We evaluate your complete financial picture to identify opportunities for savings now and in the future.

Credits, Deductions & Deferrals

We help you take full advantage of what the tax code allows—no more missed opportunities.

Withholding & Estimated Tax Review

We ensure your paycheck withholding or quarterly payments match your actual tax liability.

Tax-Advantaged Contributions

We advise on contributions to IRAs, retirement plans, and HSAs to maximize benefits and reduce tax exposure.

Investment & Income Planning

From tax-exempt income to capital gains planning, we help you align your portfolio with your goals.

What Smart Personal Tax Planning Really Delivers

A strong personal tax strategy isn’t just about reducing this year’s bill—it’s about building long-term financial confidence. Here’s what you can expect when you plan ahead with Myres CPA:

More Money in Your Pocket

We help you take full advantage of deductions, credits, and contribution strategies—so you keep more of what you earn instead of handing it to the IRS.

No More Tax Season Surprises

When your plan works year-round, tax season doesn’t feel like a scramble. We monitor your withholding and estimates to help you stay on track and avoid penalties.

A Smarter Path to Wealth

From tax-advantaged investments to retirement planning, we help you make decisions today that support long-term financial growth.

Lifetime Tax Savings

We look beyond the next return and build strategies that reduce your total tax burden over time, not just in the current year.

A Simple, Proven Process

Our onboarding process is designed to move quickly, keep you informed, and ensure your personal tax strategy is built around your real financial life.

Initial Consultation & Scope

We start by understanding your unique financial situation, goals, and tax challenges. This helps us define the exact scope of services that will provide the most value.

Proposal & Engagement

You’ll receive a clear breakdown of recommended services, pricing, and alignment so there are no surprises.

Kickoff & Discovery

You’ll meet your team, share key financial documents, and we’ll begin tailoring your individual tax planning strategy to fit your goals.

Plan Design

We develop a customized personal tax plan and walk you through the strategy and next steps.

Implementation

We don’t just hand you a plan and wish you luck. We handle the details—adjusting withholdings, setting up contributions, and making sure every step is executed correctly.

Monitoring & Review

Plans only work if they stay relevant. We check in regularly, watch for changes in your life or the tax code, and update your strategy so it keeps delivering results.

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 Plumbing

With 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 Lighting

We’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 Eye

Trevor 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 Electric

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.

Local Roots. Nationwide Reach.

We may be a San Antonio-based business advisory, but our expertise extends well beyond our home region. Whether you’re five miles away or 1,500, we make working together seamless, secure, and hands-on.