Gift Tax Preparation in Alamo Heights 

Mateo E. Jungman, EA, CPA is proud to be the leading local expert on gift tax preparation. With years of experience, I’ve established myself as a tested—and trusted—service provider, having helped countless clients with gift taxes and estate planning. I give you the tools you need to navigate the law on gift taxes and inheritance. I’ll be there to help alleviate the stress of gift tax and ensure that you have a comprehensive plan for your future—as well as your beneficiaries’.

To schedule a no-obligation consultation, call me at (210) 842-8197 today.

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Mateo E. Jungman, EA, CPA: The Full-Service Gift Tax Specialist

I am a full-service tax preparation agency, providing a complete range of services to help with all aspects of gift-giving, benefaction, and estate planning. Thanks to my breadth of understanding, I develop strategic tax plans that help you maximize your earnings through exemptions and exclusions. I make sure that you and your beneficiaries never have to suffer from overtaxation.

I can help you with:

  • Scheduling annual gifts
  • Estate planning
  • Annual gift tax exclusions
  • Lifetime gift exemptions
  • Gift tax for inheritances
  • Processing gift tax returns
  • …and more

Comprehensive Strategies, Maximum Gift Tax Exemption

A comprehensive strategy from Mateo E. Jungman, EA, CPA can save you enormous amounts of money on taxes. With my in-depth expertise, I help you harmonize your gift-giving with planning your estate. In the process, I give you a chance to reduce your tax burden by getting the most out of the exclusions and exemptions available to you.

Thanks to my personalized, customer-first approach, I tailor my solutions according to the needs and circumstances of each client. I work with you on a one-to-one basis to ensure that my plan meets your financial goals. With my help, you and your beneficiaries will be ready for the future, come what may.

The Gift Tax Professional with a Record of Success

Your Security, My Priority

Timely, dependable, professional: Mateo E. Jungman, EA, CPA has earned a strong reputation and an even stronger record of success. I’ve set myself apart as a leading expert on gift tax rates, exclusions, and exemptions—building on the impeccable success I’ve had in estate and inheritance tax. I make it a point of pride to help my clients get the most out of their earnings, alleviating their tax burden while ensuring their future remains secure.

My success comes down not just to my industry-leading expertise, but also to my client-focused approach. I am passionate about what I do and the clients I serve. A caring, compassionate mindset guides my service model, ensuring that every client walks out of my doors satisfied with the services they’ve received.

Mateo E. Jungman, EA, CPA: The tax specialist committed to you. The tax specialist you can trust.

Alamo Heights’s Gift Tax Expert—Contact Me Today

I’m confident I can help you prepare for the future, build upon your success, and preserve your legacy. Whether you’re giving or receiving a one-time gift or multiple sums of money, you can trust me to see to it that your tax stays fair and equitable.

To schedule a consultation, contact me today.