BC&V Advisors + CPAs PLLC

What BC&V Advisors + CPAs PLLC does

BC&V Advisors + CPAs PLLC is a privately held, family-owned accounting and tax advisory firm headquartered in San Antonio, Texas, operating from two offices (the '87 Office at 8920 U.S. Highway 87 East and the Northside Office at 2722 W. Bitters Road). Founded in 1973 by Mary Stanush as Stanush Income Tax and Bookkeeping Service, the firm is now in its third generation of family ownership, led by Adam Valdez (third-generation owner and Baylor-trained CPA) alongside his wife Amber Valdez and partner Nick Carlson (a Texas A&M graduate and former Ernst & Young private client services professional). The firm provides a full-scope stack of professional services for individuals and small businesses, including personal and business tax preparation, estate/trust and gift tax filing, IRS representation, ongoing bookkeeping (with QuickBooks setup and training), payroll processing, business consulting (entity selection, succession planning, M&A support), and advisory services, plus industry-specific offerings across 11 verticals (Healthcare, Construction, Real Estate, Manufacturing, Energy, Financial Institutions, Insurance, Farming & Ranching, Professional Services, Nonprofits, and Wholesale & Distribution).

The underlying technology stack is conventional rather than differentiated: standard professional accounting and tax preparation software for core engagements, with QuickBooks as the only third-party platform called out as a service differentiator. There are no proprietary platforms, APIs, or AI/ML capabilities; service delivery is relationship-led, consultative, and primarily in-person at the firm's offices, supplemented by a secure online client portal and direct phone/email contact. The firm holds professional memberships in TXCPA and AICPA and relies on community involvement and digital presence (bcvcpa.com) for top-of-funnel acquisition, with referrals and repeat-client relationships closing the funnel.

The business model is professional-services fee-for-service: all engagements are quote-based after a free initial consultation, billed against the complexity of the tax or accounting situation, with no publicly disclosed pricing tiers. Revenue streams are diversified across one-time tax preparation fees, recurring bookkeeping and payroll retainers (monthly/quarterly/annual), advisory and consulting engagements, and episodic IRS representation work. Revenue and headcount are not publicly disclosed, though the practice is staffed at approximately 9 employees and has executed two acquisitions (Mary Ann Hajek CPA in 2021 and Buxie CPA in January 2024) to broaden its client base within the San Antonio market. There is no external institutional ownership, no funding rounds, and no indication of venture or private equity backing; the firm is bootstrapped and family-controlled.

Name

BC&V Advisors + CPAs PLLC

Legal name

BC&V Advisors + CPAs PLLC

Website

https://bcvcpa.com

Company type

Private

Founded year

1973

Operating status

Operating

Headcount range

1–10 employees

Short description

BC&V Advisors + CPAs is a third-generation, family-owned accounting and tax firm in San Antonio, Texas, serving individuals and small businesses with tax preparation, bookkeeping, payroll, IRS representation, and advisory services.

Ownership category

akta.pro rank

Headquarters

HQ city

San Antonio

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Tax Preparation Services: Professional tax preparation and filing services for individuals, partnerships, corporations, S-corporations, estates, trusts, and nonprofits. One-time fee per return with variations based on complexity.
2. Accounting and Bookkeeping Services: Ongoing bookkeeping and accounting services to track incoming and outgoing transactions, manage accounts receivable/payable, and reconcile accounts. Provided on monthly, quarterly, or annual basis.
3. Payroll Processing Services: Payroll management services with monthly, quarterly, and annual options. Handles payroll processing, compliance with changing tax regulations, and timely payments.
4. Business Consulting Services: Advisory services including business entity selection, succession planning, buying/selling a business, and cashflow/budgeting analysis.
5. IRS Representation Services: Professional representation services to handle IRS disputes, audits, payment negotiations, and appeals on behalf of clients.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

BC&V Advisors + CPAs is a family-owned accounting firm offering tax preparation and filing, ongoing bookkeeping and accounting, payroll processing, IRS representation, and business consulting/advisory services to individuals and small businesses in the San Antonio area. Services are delivered through personalized, relationship-based engagements supported by QuickBooks bookkeeping tools and a secure online client portal.

Product overview

BC&V Advisors + CPAs PLLC is a family-owned accounting firm (formerly Adam Valdez CPA PLLC) offering a comprehensive suite of tax and accounting services for individuals and small businesses in San Antonio, Texas. The firm operates as a unified service practice rather than a platform-plus-modules architecture. Core offerings include Tax Preparation (encompassing personal returns, business returns, estate/trust filing, and IRS representation), Accounting/Bookkeeping services (including QuickBooks setup and assistance), Payroll Processing, Advisory Services, and Business Consulting (covering entity selection, succession planning, and M&A support). The firm also provides industry-specific financial solutions across 11 sectors including Healthcare, Construction, Real Estate, Manufacturing, and Energy Services. The practice emphasizes personalized, relationship-based service delivery across three generations of family ownership since 1973.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation and Filing Comprehensive tax preparation and filing services covering personal income tax returns, business returns for partnerships, corporations, and S-corporations, as well as estate, trust, and gift tax filings and nonprofit tax returns. Service includes guidance to maximize refunds or tax benefits, anticipation of tax needs, and compliance with current regulations. Targeted at individuals and small businesses in San Antonio.
• Bookkeeping and Accounting Ongoing bookkeeping and accounting services including tracking incoming and outgoing transactions, managing accounts receivable and payable, reconciling accounts, and providing clear insights into finances. Provided on monthly, quarterly, or annual basis to small businesses and individuals.
• Payroll Processing Reliable payroll processing services with monthly, quarterly, and annual options, handling payroll computation, compliance with changing tax regulations, and timely payments to employees. Designed for small business owners seeking hassle-free payroll management.
• IRS Representation Professional representation before the IRS on behalf of clients, handling disputes, audits, payment negotiations, and appeals to ensure compliance and effective resolution of tax issues.
• Business Consulting and Advisory Advisory and consulting services covering business entity selection, succession and transition planning, buying or selling a business, cashflow and budgeting analysis, and strategic planning for growth and business transitions. Targeted at small business owners.
• QuickBooks Setup and Assistance QuickBooks bookkeeping software setup, configuration, and training services that help clients learn to track, monitor, and categorize business income and expenses and estimate taxes. Aimed at small businesses adopting QuickBooks.
• Industry-Specific Financial Services Specialized financial solutions tailored for specific industry verticals including Construction, Healthcare, Real Estate Professionals, Nonprofit, Farming and Ranching, Manufacturing/Wholesale/Distribution, Insurance, Professional Services, Energy Services, and Financial Institutions. Each vertical receives customized compliance, reporting, and strategic guidance.

Segments13 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Mary Ann Hajek CPAminorOthers · 1 January 2024Acquisition completed in January 2024. Mary Ann Hajek CPA was acquired by BC&V Advisors + CPAs, expanding the firm's client base and capabilities in the San Antonio market.

Scale indicators3 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Padgett Business Services: National franchise network of small-business CPAs and bookkeepers serving SMBs with tax, accounting, and payroll. Highly comparable target client (small businesses, individuals) and similar one-on-one relationship model, though operating via franchise structure.
• Weaver: Texas-based accounting and advisory firm (Weaver and Tidwell, LLP) serving middle-market and SMB clients with tax, assurance, and advisory services. Directly comparable Texas-rooted full-service CPA with similar industry specialization.
• Whitley Penn: Texas-based full-service CPA and advisory firm with offices across the state. Comparable full-service model (tax, audit, advisory) and similar family/culturally-rooted culture, though larger scale and broader geographic reach than BC&V.
• Pattillo, Brown & Hill, LLP: Texas-based regional CPA firm providing audit, tax, and consulting to governmental, nonprofit, and commercial clients. Comparable in size, scope, and Texas geographic focus to BC&V's service profile.
• ATKG CPA: San Antonio-based full-service CPA firm offering tax, accounting, audit, and advisory to individuals and businesses in the same local market. Most directly comparable peer by geography, service mix, and target client profile.

Broad incumbents

• BDO USA: Top-5 global accounting network with a San Antonio presence serving middle-market companies with audit, tax, and advisory. Overlaps BC&V's services but at materially larger scale and with a different client tier focus.
• RSM US: National mid-market-focused accounting and consulting firm with Texas offices. Comparable full-service offering (tax, audit, advisory) but serves significantly larger mid-market clients than BC&V's SMB focus.
• CLA (CliftonLarsonAllen): Top-10 U.S. accounting firm providing tax, audit, and advisory services with a strong middle-market and SMB practice. Comparable service breadth to BC&V but at substantially larger scale.
• H&R Block: Mass-market tax preparation company with both DIY software and assisted filing services. Directly overlaps BC&V's personal tax preparation line but at radically different scale, distribution model, and price points.
• Jackson Hewitt Tax Service: National assisted tax preparation chain targeting individual taxpayers. Competes with BC&V in personal tax preparation at a much lower price point with a franchise retail-delivery model.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/bc-v-advisors-cpas

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about BC&V Advisors + CPAs PLLC