Certified Public Accountants
210.733.6611

ATKG LLP

Certified Public Accountants

Certified Public Accountants----------
San Antonio, TX
Boerne, TX
210.733.6611
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    • Personal & Family Office

    Your Family is Our Business

    Families with significant wealth face unique challenges and concerns, and ATKG is well-positioned to help navigate those obstacles. Whether it’s handling back-office accounting, facilitating difficult family conversations, structuring the next deal, educating kids on finances, or designing succession plans for a multi-generational business, ATKG has the experience and the tools to help families reach their goals. We make it a point to understand the family dynamics and work together with the stakeholders to ensure we meet your unique objectives.

    the ATKG way

    At ATKG, we say that “business is personal,” and more so for Family Office clients. We have designed a team approach for our clients. When you become an ATKG client, you’ll get an all-star lineup of experienced professionals on your side. What sets us apart from the big firms is the genuine relationship we cultivate with each of our clients. Our select client base allows us to respond quickly and insightfully to your needs.

    We apply our deep understanding of people, families, and businesses to your unique circumstances and needs and understand that no family is alike. We then work together to address your family’s needs creatively.

    ways we can help

    Operational Support
    • Back Office Accounting and Administration
    • Bill Payments and Payroll
    • Cash Flow Analysis
    • Budgeting
    • Internal Controls Consulting
    • Preparing Individual and Business Financial Statements
    • Family Financial Education
    • Family Meeting facilitation
    Transition & Succession Planning
    • Family Goal Setting and Planning for Legacy Building
    • Succession or Transition Planning
    • Estate and Wealth Transition Planning
    • Retirement or Lifestyle Planning
    • Philanthropy Planning
    Business Continuity Planning
    • Entity Structure Review and Selection
    • Entity Legal Document Review
    • Liability Planning
    • Business Plan Documentation
    • Deal Analysis and Negotiating, Merger & Acquisition Support
    • Due Diligence Related to Investment Purchase or Sale
    • Debt restructure, Covenant Negotiating and Monitoring
    • Litigation and Forensic Accounting Support
    Tax Compliance and Planning
    • Federal and State Income Tax Compliance and Planning
    • Estate, Gift and Trust Tax Compliance and Planning
    Get in touch
    Families and Family Offices can be tricky propositions. ATKG understands that family businesses are businesses but have unique people and relationship issues imbedded. We can help to navigate both the business and the personal side of these issues.
    Contact us to find out more about how we can help you
    Recommended resources
    Fambiz.com
    Industry Team Members
    Melanie
    Kirk, CPA
    Partner
    Teryn
    Grater, CPA
    Partner
    Hayley
    Cornelius Almaraz, CPA
    Senior Manager
    Allison Miller
    Allison
    Miller, CPA
    Partner
    Amanda Villarreal
    Amanda
    Villarreal, CPA
    Director
    Kalyn
    Carroll, CPA
    Senior Manager
    Client Stories
    Joe and Connie Mitchell

    Joe and Connie Mitchell

    Our relationship started small, with the firm doing the accounting for one of our ranches. It scaled relatively quickly as we began to see the value in our partnership. ATKG […]

    Ten Triple X Ranch

    On the advice of one of our trusted bankers, we started talking with ATKG. They were known, even 15+ years ago, as a firm that specialized in family ranches. Ten […]
    Whelan Family

    The Whelan Family

    We have worked hard to build a secure future for ourselves and our family, and ATKG has been by our side for a good portion of it – almost two […]

    testimonials

    ‘‘My father and I have used ATKG since the days of its founder James Ahern, and they have always provided excellent and accurate advice.’’

    A Client

    ‘‘I can't name just one reason about Eric and Hayley! Their proactivity, creativity, collaborative spirit, and communication are all absolutely incredible.’’

    A Client

    ‘‘Everyone that I have worked with at ATKG is extremely friendly, helpful, and always very responsive!’’

    A Client

    ‘‘We appreciate ATKG's responsiveness, timeliness, and good communications’’

    A Client

    ‘‘Very personable and knowledgeable. Over the years, I have created great relationships with Teryn Grater, Diane White, and the seniors and managers on my account.’’

    A Client

    ‘‘I call them my ATKG team!’’

    A Client

    ‘‘I couldn't be happier with the choice to move from EY to ATKG. A.J. Sturm, Diane White, Alisha Bell, and the support staff have been instrumental in helping me with a complicated Estate and Foundation scenario. Not only have they provided me with phenomenal accounting and tax advice, but they have also gone above and beyond to help me plan for today, tomorrow, and far beyond. Thank you, ATKG!!!’’

    A Client

    ‘‘We continue to consider ATKG a part of our personal and business planning team. They are a professional firm with an impeccable level of service.’’

    A Client

    ‘‘ATKG is very professional, responsive, and client-oriented. They are committed and make a point to communicate with annual meetings and anytime I have a question.’’

    A Client

    ‘‘Angie Stone and her team provided valuable forensic accounting services and excellent litigation support in some complex family law cases handled by our firm.’’

    A Client

    ‘‘Angie Stone and Courtney Mastin are prompt in their response to any inquiry our clients or I may have. Additionally, everyone at ATKG maintains a wonderful level of professionalism.’’

    A Client

    ‘‘Great people, good response time, and helpful’’

    A Client

    ‘‘Excellent customer service. Rapid response to questions!’’

    A Client

    ‘‘Great people and very informative, up-to-date with ever-changing rules and guidelines in this ever-changing government!’’

    A Client

    ‘‘ATKG is invested in my success and is highly responsive to my needs.’’

    A Client

    ‘‘ATKG offers great customer service.’’

    A Client

    ‘‘Prompt service and excellent forecasting. I also feel that I get tremendous support, more than I have received in the past.’’

    A Client

    ‘‘Katie provides great service and is very knowledgeable.’’

    A Client

    ‘‘Been working with ATKG for several years; they are extremely professional, knowledgeable and offer great customer service.’’

    A Client

    ‘‘ATKG provides services up and above any other accounting firm I have ever used. They want to help their clients manage their wealth and offer to help teach their children about wealth and how to manage it.’’

    A Client

    ‘‘She is friendly, responsive, and knowledgeable.’’

    A Client

    ‘‘David and the ATKG team are knowledgeable regarding current tax issues, and they are extremely responsive to all questions.’’

    A Client

    ‘‘A. J. is professional, knowledgeable, and provides friendly assistance.’’

    A Client

    ‘‘Eric and Sarah do an excellent job handling our account and promptly answering questions. They are proactive in planning meetings and looking forward.’’

    A Client

    ‘‘Our ATKG team, which includes Eric, Ruth, Katie, and Shannon is incredibly knowledgeable, professional, and supportive of our business. Client service always feels like it is at the forefront of their mind.’’

    A Client

    ‘‘Loyal, excellent service over 35 years with Melanie and her team.’’

    A Client

    ‘‘Our interactions with Diane and the ATKG team are always a model for how a professional services company should interact with its clients. With ATKG, we know that our finances are in good hands.’’

    A Client

    ‘‘Melanie, Teryn, and Sandy have clearly had my and my family's best interests at the forefront. I have had a 19-year relationship that has proved to be very beneficial to my family and me.’’

    A Client

    ‘‘Melanie, Teryn, and Katie offer us confidence.’’

    A Client

    ‘‘Diane and Shannon are a critical resource and partner to our firm. They are knowledgeable, responsive, and dependable on all levels.’’

    A Client

    ‘‘Diane and Shannon provide great service. They are very knowledgeable and are always willing to assist our group with sage advice.’’

    A Client

    ‘‘Teryn is always quick to respond to questions and on top of the latest accounting rules.’’

    A Client

    ‘‘Amanda and Shannon offer us consistent communication’’

    A Client

    ‘‘Great work, timely, and the best part....nice folks!’’

    A Client