Firm Profile
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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.

PROFESSIONAL SERVICES

Lange, Poteet & Co., LLP, CPAs provides services to a wide spectrum of clients from individuals and families to medium-size business owners and multi-generational businesses to corporate executives and their employees. We have expertise across a variety of industries including natural resources, real estate, manufacturing, retail sales, and professional services firms, to name a few. We are able to assist clients with many services including:

Individual income tax planning and preparation
Estate and gift tax planning
Family wealth preservation and transfer
Choice of business entity planning
Business income tax planning and preparation
Business succession planning
Payroll and bookkeeping services
Personal financial planning
General accounting and financial consulting
Financial statement preparation

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 contacts and well-established institutions throughout our community.