Frank DiRosa III, CPA PC

About the Firm

After graduating from UT Business School in Austin, I became a Certified Public Accountant and Certified Financial Planner. I believe in the team approach in helping people reach their financial goals by working with estate planning attorneys, financial planners, and insurance advisors. My firm philosophy is to serve your tax and financial needs throughout the various stages of life.

5 Lifestyle Profiles


Early Adulthood

  • Build a Credit Rating
  • Develop Habits of Budgeting, Saving, Investing- Regularly
  • Paying Off any Student Debt

Married Without Children

  • Acquire First Home
  • Adequate Insurance
  • Long Term Investment Emphasis
  • Establish a Will

Married With Children

  • Plan for Childrens' Education
  • Make Sure Insurance is Adequate
  • Update Wills for Changing Family Needs (Name a Guardian)

Nearing Retirement

  • Increase Savings as Family Expenses Decline
  • Layout Specific Retirement Program- Where/When/How?
  • Emphasize Retirement Savings
  • Consider a Trust in Your Estate Plan
  • Reduce Debt in Preparation for Retirement
  • Review Insurance Needs, Especially Medical and Long Term Care


  • Downsize
  • Restructure Investments to Produce Income
  • Update Wills and Estate Plans for Changing Family Needs
  • Enjoy Life by Assessing your Sources of Income


IRS Form & Publications

Bexar County – Property Taxes Paid and Values

Estimate Your 2018 Tax Liability

Client Portal

Young Professionals - TSCPA

Where’s My Tax Refund?

Valuing Noncash Charitable Contributions (Pictures also help)

Understanding your IRS Notice or Letter

Stock Prices – Historical Quotes

Standard Mileage Rates

Social Security Retirement Estimator

Retirement Calculator – Are you saving enough

Required Minimum Distribution

RRequired Minimum Distribution – Inherited

Missing Money

Manage Your Money - AICPA

Lease vs Buy Equipment

Valuing a car – Kelly Blue Book

Contact Staff

Find Us At Our New Location!

16797 San Pedro Avenue