The business is located in the Console Building, a convenient spot with easy parking and wheelchair accessibility. Visitors can expect a friendly reception and prompt service from the staff. With co-brand Bob Herbst, CPA, the firm has a solid reputation in the San Antonio area. The phone number and web link are readily available for any inquiries.However, the firm's rates are slightly above average, with some clients complaining of steep fees. The planning process requires an appointment, which might be inconvenient for some.