Certified Public Accountants
About our Firm
Our Mission
We are proud of our family atmosphere and are fortunate to consider our
clients our friends. We continue our tradition of personal attention,
technical expertise, and innovative ideas for your specific situation.
Background
Robert A. Gilliam started practicing public accounting as staff
accountant in 1970. He was a partner with Arthur Young & Company
until he established a sole proprietorship in 1983. In 1988, his son,
Tim, became a CPA and a partnership was formed. Lance, his youngest
son, also became a CPA and in 1992, Gilliam & Associates, P.C. was
formed.
 | EDUCATION: Bachelor of Science with majors in accounting and business management, Florida State University, Tallahassee, Florida -1961 Master of Accountancy Florida State University, Tallahassee, Florida - 1964 Certified Public Accountant, Texas - 1968 |
MEMBERSHIPS:
Honoraries
Phi Kappa Phi
Beta Gamma Sigma
Beta Alpha Psi
Societies:
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants
BUSINESS BACKGROUND:
1948-1970 Managerial positions - U.S. Army
1970-1973 Staff, local accounting firm
1973-1980 Partner, regional accounting firm
1980-1983 Partner, Arthur Young & Co.
1983-Present Stockholder, Gilliam & Associates, PC
SPECIALIZATION:
Estate Planning - Manages over $20 million in estate and trust assets. Frequently
serves as executor and trustee for estates and trusts. Prepares over 150 fiduciary
tax returns annually.
TIMOTHY D. GILLIAM, CPA - tim@gilliamcpapc.com
 | EDUCATION: Bachelor Arts Chemistry Major - Texas A & M University 1982 |
AREAS Of SPECIALIZATION:
Taxation
Personal Services Corporations (medical, dental, law firms)
Trusts & Estates
Estate Planning, Family Limited Partnerships
Personal Financial Specialist
Expert Witness services
Retirement Plans qualified and non-qualified
PROFESSIONAL AFFILIATIONS:
Member, American Institute of Certified Public Accountants
Member, Texas Society of Certified Public Accountant
Member, San Antonio Chapter of Certified Accountants
LANCE A. GILLIAM, CPA - lance@gilliamcpapc.com
 | EDUCATION: Bachelor of Business Administration Accounting - Texas A&M University 1986 |
AREAS Of SPECIALIZATION:
Taxation
Corporations, Partnerships, Limited Liability Companies
Trusts, Estates & Individual
Estate Planning
Choice of Entity
Quickbooks Pro Advisor
Payroll assistance and preparation
PROFESSIONAL AFFILIATIONS:
Member, American Institute of Certified Public Accountants
Member, Texas Society of Certified Public Accountants
Member, San Antonio Chapter of Certified Public Accountants
R. DeWITT ROTE, CPA - dewitt@gilliamcpapc.com
 |
EDUCATION: |
MEMBERSHIPS:
Honoraries
Beta Alpha Psi
Societies:
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants
San Antonio Chapter of Certified Public Accountants
BUSINESS BACKGROUND:
1994-1995 Intern Merrill Lynch
1995-1996 Intern USAA Insurance Company
1996-Present Stockholder, Gilliam & Associates, PC
SPECIALIZATION:
Taxation
Personal service corporations
CHRISTA E. HORNE, CPA - christa@gilliamcpapc.com
 | EDUCATION: Bachelor of Business Administration -Accounting University of Texas at San Antonio - 1997 Certificate of Completion -Personal Financial Planning Program University of Texas at San Antonio - September 15, 2001 to August 10,2002 Certified Public Accountant, Texas - 1998 Certified Financial Planner™ - 2004 Real Estate Agent - 1984 |
MEMBERSHIPS:
Honoraries
Beta Gamma Sigma
Societies:
Texas Society of Certified Public Accountants (TSCPA) and San Antonio Chapter
Financial Planning Association (FPA) and San Antonio Chapter
AREAS OF CONCENTRATION:
Trust Management
Real Estate Portfolios
Security Portfolios
Financial Planning
Taxes
PERRY L. DECKARD - perry@gilliamcpapc.com
 | EDUCATION: |
MEMBERSHIPS & SOCIETIES:
Texas Society of Certified Public Accountants
BUSINESS BACKGROUND:
1983-1985 Intern, Arthur Young & Co.
1985-2004 Executive, managerial and staff positions, Private Industry
2004-2005 Principal, Gilliam & Associates PC
OTHER:
President of Board of Directors for the House of Neighborly Service, a non-profit
organization serving the west-side of San Antonio.
The remainder of our office consists of:
Linda Santos, Office Manager
Deborah D. Bell, Assistant to Robert Gilliam
Ralph Quick, Business Operations Manager
Professional Staff:
Jesse Hernandez
Delia Gutierrez
Jennifer Thompson
Tristen Ostrowski
Marco Flores
Support Staff:
Michelle Notestine
Patsy Lopez
