Retirement Planning In

San Antonio

Take control of your financial future with retirement services that actually work in the real world. At Myres CPA, we help individuals and business owners plan for retirement with confidence, clarity, and long-term flexibility.

Plan Smarter. Retire Better.

Retirement is one of the biggest financial transitions you’ll ever make. We help you prepare with retirement services that consider your entire profile—your tax position, income sources, healthcare costs, and the lifestyle you want to maintain.

We look at the full picture:

When and how to claim Social Security for maximum benefit.
How to draw from retirement accounts in the most tax-efficient order.
Ways to protect against market downturns early in retirement.
Strategies to balance predictable income with flexibility for big expenses or opportunities.

Whether you’re five years out or already retired, we make the right decisions and the right moments.

Explore Business Services

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 retirement planning services are designed to reduce stress, improve clarity, and ensure every dollar you save is working toward the future you want.

401(k) Planning and Contribution Strategies

We evaluate your current retirement plan, determine the right contribution level, and ensure it matches your retirement timeline and tax strategy.

IRA Strategy and Rollovers

From Traditional to Roth, inherited IRAs, and required minimum distributions, we help you understand your options and choose the approach that fits your situation.

Retirement Budgeting and Income Planning

We analyze your current finances and future needs to create a sustainable income distribution plan for retirement.

Social Security Optimization

The timing of your Social Security benefits matters. We help you weigh the trade-offs and choose a strategy that supports your broader retirement plan.

Lump Sum or Monthly Pension Decisions

If you have pension options, we model each scenario so you can select the one that offers the most flexibility and control.

The Difference Strategic Retirement Services Make

Smart planning now leads to fewer surprises later. Here's what you gain with Myres CPA on your side.

Confidence in Your Numbers

We’ll help you determine what you really need to retire, and show you how close you are to getting there.

Fewer Tax Surprises

We integrate your retirement plan with your tax strategy to help reduce tax drag now and in the future.

More Control Over Timing

Whether you want to retire early, work part-time, or keep your options open, we help build in the flexibility to make it happen.

A Roadmap You Can Follow

You’ll walk away with a retirement plan that makes sense—built around your goals, assets, income sources, and lifestyle priorities.

A Simple, Proven Process

Our retirement planning process is designed to meet you where you are and move you forward with clarity and confidence.

Discovery & Fit

We’ll meet to understand your current financial picture, retirement goals, income sources, and timeline. If we’re a good fit, we’ll send a clear scope and proposal.

Plan Development

We create a wealth management strategy that integrates investment, tax, and legacy planning—tailored to your needs and built to adapt.

Ongoing Optimization

Life changes. So do tax laws and financial goals. That’s why we stay involved to refine your strategy, adapt to new developments, and support you long-term.

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.