BRUCE L. WEILBACHER is a native of San Antonio, Texas. He graduated from the University of Texas at Austin with a Bachelor of Business Administration majoring in accounting and minoring in finance.

Bruce’s practice focuses on preparation of all tax entities, tax planning, representation of clients before the Internal Revenue Service, litigation support, accounting services to business, management advisory services to businesses, including medical practice management, employee benefit and retirement planning, mergers and acquisitions, cash flow management and budgeting, and design and implementation of specialized management reports.

His professional member includes the American Institute of Certified Public Accountants, Texas Society of Certified Public Accountants, San Antonio Chapter of Certified Public Accountants, Tax Peer Group, and San Antonio Estate Planners Council.

Bruce is active in numerous civic organizations, including Alamo Kiwanis Club, Mission Road Development Center, Greater San Antonio Chamber of Commerce, Alamo Area Council of Boy Scouts of America, and Arthritis Foundation.

Bruce enjoys running and exercise, as well as, music, dancing and wine.

EDUCATION:

B.B.A., University of Texas at Austin
Major - Accounting; Minor - Finance
Continuing accredited professional education of approximately fifty to sixty hours per year.

SPECIALIZATIONS:

Individual, trust, estate and gift taxation and management advisory services.

EXPERIENCE:

Practice focuses on:

• Preparation of individual, corporate, partnership, trust, estate and gift tax returns, including tax planning.
• Representation of clients before the Internal Revenue Service and for litigation support.
• Accounting services to businesses, from set-up of the chart of accounts to the preparation, compilation, review or audit of the financial statements.
• Management advisory services to businesses, including medical practice management, employee benefit and retirement planning, mergers and acquisitions, selection of entity, cash flow management and budgeting, and design and implementation of specialized management reports.

MEMBERSHIPS:

American Institute of Certified Public Accountants; Texas Society of Certified Public Accountants; San Antonio Chapter of Certified Public Accountants; Tax Peer Group; San Antonio Estate Planners Council

CIVIC ACTIVITIES:

Present:

Alamo Kiwanis Club (President); Tax Peer Group (Chairman); Mission Road Development Center (Board of Directors)

Past:

Greater San Antonio Chamber of Commerce (Board of Directors - Northeast Area Council, City Budget Task Force); Alamo Area Council Boy Scouts of America; Arthritis Foundation