About

Welcome to Boehm & Boehm, CPA’s!

Boehm & Boehm is a locally owned and operated CPA firm. For over 50 years, the Boehm family has been servicing individuals, business, and financial institutions in San Antonio and surrounding areas.

Individuals

Your personal finances are extremely important to you. Your federal income taxes can represent a large portion of your annual financial expense. At Boehm & Boehm we provide individuals with timely, effective advice, planning, and tax preparation services. We use our experience to help you manage and minimize the effect of income taxes while maintaining the highest ethical standards.

We also provide trust and estate tax planning and preparation for individuals and their families. We often work with families who have lost a loved one. We understand both the emotional and financial challenges difficult situations bring. Whether your financial picture is basic or highly complex, our firm is ready to serve you.

Businesses

Owning and operating a business is an enormous challenge. On one hand you have the management of your staff, sales, and general operations. And, on the other hand you have a seemingly endless amount of rules, regulations, and potential tax issues. At Boehm & Boehm we work closely with our business clients to help them achieve their goals. We help our clients plan so they can make money and then consult with them to ensure that they can keep as much as legally possible.

We custom tailor our services to your needs. Some of our business clients need only an annual income tax return and franchise tax return. Others need periodic house calls and consultations, and some need year-round services. Our goal is to be responsive to your needs in a timely manner.

Financial Institutions

Our long experience in taxes, estates, and trust issues has made us a favorite of many financial institutions. We receive many referrals from local bank trust officers and employees. Quality and personal service have helped us achieve our reputation.

We appreciate the continued referrals from the financial community. We appreciate your trust and are looking forward to serving our mutual clients with the highest degree of service.

&

James L Boehm, CPA

James L Boehm, CPA has been the managing partner of Boehm and Boehm since 1982. Jim specializes in helping individuals and small businesses with tax compliance and consulting. After graduating from the University of Texas at Austin, Jim worked for a big 8 accounting firm in Houston, Texas for 4 years where he gained a wealth of knowledge regarding small business operations and wealth accumulation strategies for individuals. He has been a partner in Boehm and Boehm since his move back to San Antonio. His hobbies include bird hunting, cooking and skeet shooting.

Emily Boehm, CPA

Emily Boehm graduated from Alamo Heights High School and the University of Texas at Austin with a BBA in accounting. She received her CPA certificate in 1967.

With the exception of 3 years as the internal auditor of the University of Texas at El Paso, she has been in public practice her entire career. Her emphasis is on taxation, especially in the trust and estate area.

She has been a partner in Boehm & Boehm, since 1983. She is a member of the local, state, and national CPA societies and has served several years as an officer and board member of the local society.

Emily is a member of the San Antonio Estate Planners Council and served as it’s president in 1998-1999.

She has won recognition awards as a CPA from the Small Business Administration, The Greater Chamber of Commerce, and Women in Business.

Emily is a past president of the Alamo Heights Rotary Club and is active in Rotary International District 5840, serving as district treasurer.

Jimmy Boehm, CPA

Jimmy Boehm specializes in small business taxation and consulting. Jimmy works closely with business owners to manage their individual, state, and US obligations and reporting requirements.

” Dealing with taxes can be a very confusing and scary thing for some people. Helping clients understand their situation is the most satisfying thing I do.” – Jimmy Boehm

A graduate of Alamo Heights High School and the University of Texas at San Antonio, Jimmy has been working in the field of public accounting since 1999. He became a partner in Boehm and Boehm in 2008.

Jimmy is a member of the American Institute of Public Accountants, the Texas society of CPA’s, and many other religious and civic organizations.

Senior Support Staff

Stasia McDavid

Stasia has been office manager at Boehm & Boehm since 1998. In addition to managing workflow and resources, Stasia takes her time to make every client feel welcomed and appreciated.

Jonathan Meinan

Jonathan has been with Boehm and Boehm since 2007. Jonathan brings over 40 years of accounting and bookkeeping experience to the firm.

Call our office (210) 824-9691 or send us a brief email with the form provided, and we will be in touch right away.

Your Name (required)

Your Email (required)

Subject

Your Message