Missy Soele, CPA

Texas CPA · Tax Strategy & Advisory

Planning-focused tax help for today and tomorrow.

For more than 20 years, Missy Soele, CPA has advised individuals, families, and closely held business owners through complex tax matters — planning ahead so decisions come with fewer surprises.

20+YEARS IN PRACTICE

Planning-FocusedYEAR-ROUND STRATEGY

Boerne, TXSAN ANTONIO & NATIONWIDE

My Approach to Your Success

Beyond compliance — a year-round partnership

Grounded in clarity, foresight, and care.

①

Proactive Planning

Reduce surprises before they arrive.

②

Trust-Based

Personal, lasting relationships.

③

Year-Round

Dedicated strategy every season.

④

Plain Language

Clear explanations, no jargon.

Areas of Focus

Specialized, planning-led tax work

For individuals, trusts, and closely held business owners who value a proactive partner.

Tax Preparation & Compliance

Personal & individual returns
Fiduciary & trust returns
Corporate & partnership filings
Multi-state filings

Strategy & Education

Proactive tax methodology
Future tax projections
Social Security planning
Business structure evaluation
Legacy & generational planning

IRS Audit Representation

IRS audit & examination representation
Notice & correspondence analysis
Informational advocacy
Calm, technical resolution support

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