SD Mayer & Associates are experienced, professional tax consultants Bay Area businesses can depend on for comprehensive and expert service.

Individual and Corporate Taxes in a grid

Individual & Corporate Tax Planning

In the ever-changing business environment, it is critical to stay up to date on your taxes and remain compliant. Lacking foresight and knowledge of the evolving tax landscape can result in future tax consequences that jeopardize your financial goals. As expert tax consultants, San Francisco Bay Area businesses and individuals can rely on SD Mayer & Associates. To minimize tax liabilities, we help guide you, your family, and your business through the complex tax terrain.

Our highly personalized approach and deep expertise in the field of tax regulations will steer you away from common, costly errors, and towards better financial outcomes. We ensure you will remain compliant, while minimizing tax liability and maximizing cash flow.

Stock Option Planning

Stock options, shares, bonuses, and other benefits are significant aspects of your compensation plan outside of base salary structures. Individuals who neglect the complexity of these instruments risk a failure to optimize their values.

We are here to make sure that does not happen. The tax consultant experts at SD Mayer & Associates understand the intricacies of all varieties of stock options, ensuring you remain in compliance and are properly compensated. We take pride in our ability to remove the ambiguity from tricky compensation plans, and support your financial objectives.

Tax Compliance

With ever-increasing tax laws and regulations, extensive paperwork, and multiple investment channels, it can be difficult to remain compliant when making investment and financial decisions. As your trust is our highest priority, it is critical for us to get it right the first time, every time. Having managed the financial plans of individual tax clients for the span of their careers, our tax consultants at SD Mayer & Associates are highly accomplished in compliance and reporting work to ensure your tax reports and filings remain within the rules and regulations at all times.

Corporate Tax

It does not matter how much better you are than your competitors in terms of product or revenue; if your corporate tax plan is not in line, your company will not be financially successful. The complexity of the corporate tax landscape today makes this a difficult task, which is critical to get right.

As one of the top CPA firms in San Francisco, SD Mayer & Associates understands the unique tax challenges your business faces. From private start-ups to mid-tier corporations to non-profits, we are reliable tax consultants Bay Area businesses can trust. With 30 years of experience working with all kinds of industries from retail to healthcare, we are well versed in the individual tax liabilities each company faces and know how to address these challenges. Our goal is to provide you with the personalized service your company needs to avoid tax pitfalls and thrive financially. Whether you are looking for simple tax compliance work or a fully integrated tax plan, we have the solution for you.

Business Structure: LLCs, LLPs, & S-Corps

Choosing the best business structure is critical when developing the overall tax plan for your company. The correct business structure affects operating efficiency, how you report income, personal liability, and can allow you to eliminate a layer of taxation. To determine the optimal business structure, it is critical to understand how your unique business can be integrated with the different structures options. Our tax consultants specialize in the following:

Limited Liability Companies (LLCs)

  • Internal Revenue Code Section 704(b) compliance
  • Income, gain, loss, deduction and credit distribution
  • LLC tax returns, including Schedule K-1s
  • Basis, amounts at risk, passive activity limitations, and debt allocation calculations

Limited Liability Partnerships (LLPs)

  • Partner allocations
  • Capital accounts
  • Basis
  • At-risk rules
  • Debt allocations
  • Substantial economic effects
  • Partner compensation
  • Transfers of ownership interests
  • Redemption of retiring partner interests
  • LLP tax returns, including Schedule K-1s
  • Value Added Tax (VAT)
  • Pay As You Earn (PAYE)

S-Corporations

  • Form 1120S preparation
  • Schedule K-1s
  • Tax planning strategies