Personal Financial Planning In San Antonio

At Myres CPA, we provide personal financial planning San Antonio residents can rely on. Whether you’re planning for retirement, balancing today’s needs with tomorrow’s goals, or simply trying to make sense of it all, our team is here to help.

Financial Strategy Built for Real Life

Life is complex, but that doesn’t mean your financial plan should be. We help individuals and families in San Antonio make confident financial decisions. That means clear budgeting, tax-smart investment strategies, and long-term planning that adapts as your life changes.

At Myres CPA, we take the time to understand what matters most to you. Then we turn that into a clear, actionable financial strategy—one that aligns with your current lifestyle, future goals, and personal tax situation.

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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.

End-To-End Personal Financial Services

Our goal? To ensure you make smart, confident decisions at every stage of your life. Our personal financial services bring structure, flexibility, and strategy to the areas that matter most.

Spending, Saving & Budgeting That Works

We help you understand your cash flow, define realistic spending limits, and build a budgeting system that supports your lifestyle and your long-term goals.

An Investment Strategy That’s Aligned—Not Just Active

We review your current investments, assess your risk tolerance, and help eliminate underperforming or high-fee accounts. The result? An investment strategy that works toward your goals without working against your taxes.

Planning for What Matters Most

Buying a home. Saving for college. Funding a once-in-a-lifetime trip. We help you define your milestones, run the numbers, and create a plan that turns "someday" into a timeline.

Tax-Smart, Future-Ready Planning

We integrate tax planning into every financial strategy—from investment structuring to income timing—so you’re not just planning for growth, but for efficiency.

Retirement Isn’t a Guess—It’s a Plan

We model your future income needs, calculate gaps, and build a retirement plan that gives you both stability and flexibility.

Protecting What You’ve Built

We help you plan for inheritance, charitable giving, trusts, and other estate considerations so your wealth is protected and passed on according to your wishes.

The Myres Difference

Financial planning works best when it’s clear, actionable, and built to adapt as your life changes. Here’s what that looks like when you work with Myres CPA:

Clarity That Drives Action

With a clear understanding of your financial picture and priorities, you can make decisions that move you forward—not just get you by.

Less Stress, More Certainty

We help you prepare for market shifts, setbacks, and emergencies so you can respond without losing momentum.

Ongoing Alignment With Your Goals

Your life changes. So should your plan. We review and recalibrate regularly to keep your strategy aligned with your evolving goals.

A Living Plan, Not a Static Report

Our work doesn’t end with a handoff. We stay involved to turn strategy into results and keep it working for you.

Our Financial Planning Process

We make personal financial services collaborative and built around what actually matters to you. Here's how it works:

Discovery & Goal Setting

We start with a conversation about your goals, lifestyle, concerns, and priorities. Whether you’re focused on retirement, education, legacy, or all of the above, we get a full picture before building a plan.

Financial Review & Risk Assessment

We evaluate your current financial position, including income, spending, debt, investments, and risk tolerance. From there, we assess your trajectory and highlight opportunities for improvement.

Strategic Planning

Based on your goals and financial profile, we build a personalized plan that may include budgeting, investment strategy, tax integration, retirement planning, and estate considerations.

Implementation & Ongoing Support

A good plan only works if it’s used. We guide you through implementation, collaborate with other professionals as needed, and revisit your plan regularly to keep everything aligned as life evolves.

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.