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Our Firm Upon the December 2006 Retirement of One of Our Founding Partners, Al A. Lange.

THE FIRM

Located in the Monte Vista Historical District in San Antonio, Texas, Lange, Poteet & Co., L.L.P., CPAs, is a full-service public accounting firm providing a wide array of accounting and tax planning and preparation services to clients in the San Antonio and surrounding area, as well as around the United States. We have a total of nineteen personnel, including three CPA-Partners and five more Certified Public Accountants. With average partner experience of over forty years, we are able to provide our clients with the extensive expertise they need while maintaining a "hands-on" personal approach with an attention to detail. The current partnership was formed in 1967 and as the maturation of its predecessor firm has now serviced many of its clients' families for over fifty years.

OUR REPUTATION

We believe that the most important attribute we have to offer is top-quality personalized service to our clients. Our long-term personal commitment to our clients is evidenced through our client relationships that have lasted decades and in many cases, through multiple family generations. Our firm continues to grow through client and other professional referrals alone, as 100% of our client base is from existing client referrals or referrals from other professional contacts and well-established institutions throughout our community. We are very proud of these excellent professional relationships with leading estate planning and tax attorneys, Certified Life Underwriters, and bank trust departments, both in San Antonio and around the United States.

Our firm and its CPA's maintain many professional memberships, including:

American Institute of Certified Public Accountants (and separately its Tax Division)
Texas Society of CPA's and its San Antonio Chapter
San Antonio Estate Planners Council
San Antonio Chamber of Commerce

One of our founding partners, John A. Poteet, Jr., has been especially active over the years with several of these organizations, providing countless hours in various capacities.

 

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