Missy Soele, CPA

Texas CPA & Tax Advisor in Boerne and San Antonio

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 23 years of experience serving as a San Antonio tax advisor to help you reduce surprises and plan ahead.

23 YearsAS A TEXAS CPA
Planning-FocusedYEAR-ROUND STRATEGY
Based in BoerneSERVING SAN ANTONIO & TEXAS HILL COUNTRY
Missy Soele, CPA tax planning consultation and proactive strategy in Boerne and San Antonio

Frequently Asked Questions

Do you provide CPA services in Boerne and San Antonio?

Yes, I am a Texas CPA based in Boerne, proudly serving clients throughout the San Antonio area and the broader Texas Hill Country. I work with individuals, families, and businesses locally and virtually.

What type of tax advisor services do you offer in San Antonio?

I specialize in proactive, year-round tax planning and compliance for the local region. This includes personal tax reporting, corporate tax filings, real estate investment tax strategy, and trust and estate tax returns.

How do I find a CPA near me?

If you are located in Boerne (78006), San Antonio, or the Texas Hill Country, you can request a meeting directly through my website. I provide secure, remote portal options as well as local advisory for nearby clients.

Missy Soele, CPA

How I Partner With Clients

Grounded in clarity, foresight, and care.

Proactive Year-Round Planning

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

Clear Communication

Tax matters explained in straightforward, plain language.

Ongoing Partnership

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

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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