Missy Soele, CPA

Missy Soele, CPA

Planning-focused tax strategy for families, real estate investors, and closely held businesses.

Missy Soele, CPA serves as a proactive year-round tax planning partner for families, real estate investors, and business owners — offering clear communication and a trusted partnership.

As a Texas CPA based in Boerne, she brings over 20 years of experience serving as a San Antonio tax advisor to help you reduce surprises and plan ahead.

20+ YearsAS A TEXAS CPA

Planning-FocusedYEAR-ROUND STRATEGY

Based in BoerneSERVING SAN ANTONIO & TEXAS HILL COUNTRY

Missy Soele, CPA

How I Partner With Clients

Grounded in clarity, foresight, and care.

①

Proactive Year-Round Planning

Serving as a thoughtful partner who identifies opportunities and helps address risks before they become issues.

②

Clear Communication

Tax matters explained in straightforward, plain language.

③

Ongoing Partnership

Year-round support and guidance, not just during tax season.

④

Relationship-First Approach

Taking time to understand your full financial picture and goals.

Areas of Focus · Missy Soele, CPA

Specialized tax strategies to protect what you've built

I focus on clients who value proactive year-round partnership across these key areas:

Tax Preparation & Compliance

Accurate, timely filings that keep you compliant and minimize surprises.

Individual tax returns
Trust & estate filings
Business entity returns
Multi-state compliance

Strategy & Education

Forward-looking guidance to help you make informed financial decisions.

Proactive tax projections
Entity structure advice
Social Security strategies
Generational wealth planning

IRS Audit Representation

Calm, professional advocacy and support when dealing with tax authorities.

IRS notice analysis
Audit defense & representation
Professional tax advocacy
Step-by-step resolution

Request a Meeting

Prefer to talk it through? Request a confidential consultation at a time that works for you.

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Latest Insights

Tax-planning guides & strategies

Second Quarter Estimated Taxes: Don’t Miss the June 15 Deadline

Timing matters in tax planning — especially when it comes to estimated tax payments.

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Mid-Year Tax Checkup: Why June Is the Perfect Time to Review Your Situation

Mid-year is one of the most valuable — and underused — moments in tax planning.

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Why year-round strategy beats April scrambling

A planning-focused approach treats the return as the last step in a year-long process, not the process itself.

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