Empowering Your Financial Future
At Chase & Chase, we are committed to providing personalized financial services to individuals, families, and businesses in the San Antonio area. With over 20 years of experience, our team of experts offers a unique combination of expertise in tax, accounting, auditing, legal, business issues, insurance, investments, and fiduciary roles.
Our Mission
Our mission is to provide peace of mind to our clients by offering tailored solutions that address their specific financial needs. We believe in building long-term relationships with our clients, and we strive to provide exceptional service, guidance, and expertise to help them achieve their financial goals.
Our Services
We offer a range of services designed to help our clients navigate the complexities of financial planning, tax planning, and business management. Our services include:
- Business & Tax Planning: We provide comprehensive business and tax planning services, including entity restructuring, buy/lease analysis, fringe benefit planning, and more.
- Wealth Preservation & Planning: Our team helps clients design and implement strategies to manage risk and optimize cash flow.
- Generational Legacy Planning: We work with clients to create customized plans to preserve family wealth for generations to come.
- Estate & Trust Administration: Our experts provide guidance and support for executors, trustees, and beneficiaries, ensuring that estate and trust complexities are handled efficiently and effectively.
Who We Serve
We work with a diverse range of clients, including:
- Business Owners: We help entrepreneurs and small business owners manage their finances, optimize cash flow, and make informed decisions about their business.
- Multi-Entity Entrepreneurs: Our team provides comprehensive support for entrepreneurs with multiple businesses, helping them navigate complex financial situations.
- High-Net-Worth Individuals / Families: We provide tailored financial planning and wealth management services to high-net-worth individuals and families.
- Executors & Trustees: Our experts guide executors and trustees through the estate and trust administration process, ensuring that all responsibilities are handled efficiently and effectively.
Our Values
At Chase & Chase, we value integrity, expertise, and personalized service. We believe in building long-term relationships with our clients, and we strive to provide exceptional guidance and support to help them achieve their financial goals.
Overall Experience
The reviews highlight the exceptional service provided by Karen and Neal Chase, CPAs and tax professionals. The reviewers praise their expertise, attention to detail, and prompt response time.
Positive Aspects
- Trust and Expertise: Reviewers trust Karen and Neal Chase with their business and personal taxes due to their background as CPAs and Neal's additional experience as an attorney.
- Comprehensive Services: The duo offers a range of services, including tax planning and wealth advisory services, making them a one-stop-shop for small businesses.
- Knowledgeable and Proactive: The team is knowledgeable and proactive in their approach, making them well-suited to advise asset managers and real estate investment firms.
- Prompt Response Time: The reviewers appreciate the prompt response time, demonstrating the team's commitment to their clients.
- Attention to Detail: The team's attention to detail is precise, ensuring accurate and reliable services.
Negative Aspects
- Disappointing Experience: One reviewer had a disappointing experience with Karen Chase, citing poor communication and unmet expectations.
