Locally based CPA firm since 1956


Prosperity isn’t just about your financial life, but your life as a whole.

At Williams, Steinert, Mask, our mission is to see the members of our community minimize risk, maximize growth, achieve profitability and create long-term stability and our team is passionate about being a part of that journey with our clients.

Williams, Steinert, Mask offers an array of financial services for your personal and business needs. Leveraging expert and up-to-date knowledge of tax laws, thorough consultative engagement, and innovative strategic approaches, our team delivers financial guidance that best fits your needs today, tomorrow, and for the years to come.

SATX Wealth Management LLC’s Form ADV, Part 2A, our current written disclosure statement, can be found here and is also available upon request.


Tax Reducing your tax burden is one of the best ways to plan for your future. While many firms are able to offer an answer to your tax queries, that answer may not be the best choice for you or your business. This is where Williams, Steinert, Mask shines. We offer a full range of tax planning and preparation solutions while providing understanding to our clients of both their personal and/or business tax situations. We offer the following services:

  • Preparation of tax returns, both State and Federal, which includes income, payroll, estate, trust, gift, and other returns.
  • Proactive tax planning to eliminate unforeseen surprises.
  • Entity selection and structure to minimize your tax liability.

William, Steinert, Mask utilizes years of technical expertise to execute financial audits, reviews, and compilations to ensure our clients peace of mind knowing that their finances are recorded and reported correctly. Our team addresses the financial and compliance requirements imposed by banks, outside investors, Boards of Directors, and internal management. Each engagement is uniquely tailored based on the client’s specific industry, structure, and size. WSM focuses its assurance services on the following industries:

  • Construction
  • Real Estate
  • Nonprofits
  • Financial Institutions
  • Governmental
  • Professional Services

As business owners focus on growing and maintaining their enterprises, it can be challenging to allocate the time for bookkeeping tasks. Our accounting team of dedicated and efficient bookkeeping professionals can assist you with your full cycle bookkeeping needs including:

  • Chart of accounts design/implementation
  • Account reconciliation/cleanup
  • Month-end/year-end closeout including preparation of requisite filings, such as Form 1099
  • Monthly/quarterly tax services
  • Preparation of internal use financials

Williams, Steinert, Mask employs problem solvers, professionals adept at assisting our clients to overcome challenges and constraints to forge a path to a prosperous future. We help clients identify potential tax saving techniques and opportunities to deliver increased efficiency and profitability. We develop comprehensive, flexible strategies that address the issues affecting both your business and family’s unique needs.

  • Tax Planning & Projections
  • Personal Financial Planning
  • Retirement Planning
  • Estate Planning
  • Investment Planning
  • Goal Setting & Accountability
  • Tax Planning & Projections
  • Entity Structure Review, Selection and Legal Document Review
  • Strategic Planning
  • General Business Consulting
  • Goal Setting & Accountability
  • Merger & Acquisition
  • Transition & Succession Planning
Wealth Management

Our affiliated wealth management team is focused on removing financial stress and achieving the goals of the client. Our team are experts in the field of employer sponsored retirement plans and have worked with employers of all sizes to design retirement plans that meet the specific needs of their company and employees. Our wealth management team has spent several decades refining the process of investment portfolio design and management through conducting due diligence and employing risk management techniques to create investment portfolios that will provide predictable returns while employing tax efficient, active management. Our wealth management team works with clients to set reasonable goals, simplify the investment process, and provide confidence knowing the client’s finances are in order.

Treat People Like Family

As a family-owned business, the team at Williams, Steinert, Mask is not only committed to treating each other like family but every single person that interacts with our company. From clients to organizations we volunteer with, showing respect and kindness is our number one goal every day.

Think Innovatively

When you hire Williams, Steinert, Mask you don't just hire one person, you hire an entire team that will work with you to get the best results for you. Thinking outside of the box to find what will work best is one of the things that makes WSM unique and we're proud of that quality. 

Do the Right Thing

Doing the right thing for our clients, for our employees and for our community is at the heart of what drives our company and is a chief motivator among our staff. As a team, we area always striving to be honest, trustworthy and dependable for everyone we come into contact with.

Work Hard Together

Williams, Steinert, Mask is a team of skilled individuals and we believe that our talents are best utilized when they are combined. You can expect a team of our employees to work with you to help find the best outcome.

Be Responsive with Respect

Putting our clients first is a top priority for the Williams, Steinert, Mask team, but treating everyone with respect and being in regular communication is our bread and butter. Making sure we are available to our clients is crucial to living out our other core values.

Improve Yourself Everyday

The company culture at Williams, Steinert, Mask is designed to foster growth and encourage professional and personal development because we truly believe that we best serve our clients when we are, ourselves growing and improving as individuals and as a team.