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Accounting + Advisory for Life™

Planning for your family,
your business and your future.

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Shuttered Venue Operators Grants

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compliance requirements,
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The Inflation Reduction Act

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SD Mayer business financial advising

Our Focus +

What Sets Us Apart

We’re motivated by every opportunity to work as your financial partner throughout the various stages of your life, from growing your business to raising your family to retirement planning.

Our goal is to provide holistic personal and business advice which reflects our years of combined service experience as one of the most highly regarded, full-service accounting, advisory, and wealth management firms in the San Francisco Bay Area, serving clients here and worldwide.

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About Us +

Our Focuses

Having a trusted advisor by your side, especially in times of turmoil or crisis, like we are experiencing now, can provide a sense of reassurance that you are not navigating these difficult decisions together.

Our teams are working virtually, or creating virtual, cloud-based environments for your business; our tax team can provide you update-to-date information on moving tax filing and payment deadlines, including capturing any disaster relief credits; our wealth management team can help you build a solid financial plan that gets you through life’s storms; and our business advisors can help you with grants, loans, and relief for sales tax, payroll tax and operational costs we all need help with right now.

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Private Businesses

From startup through growth mode and beyond, our business advisory team can help you plan for every stage of your business.

Nonprofits & Schools

In the same way we work on our own nonprofit, we enjoy playing a role with our nonprofit clients as they work toward fulfilling their mission.

Financial Security

Our integrated financial planning services help you meet your goals and create the financial security your family needs moving forward.

Individuals & Family

Whether a part of a family group or for your personal needs, our tax planning services help ease your mind now and into the future.

WHAT WE DO + HOW WE DO IT

The SD Mayer Difference

What We Do

Because we are a fully staffed financial planning, wealth management, and accounting services firm, we are well suited to advise and manage all aspects of your individual financial security including estate planning, tax planning, insurance, investments, and portfolio management.

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How We Do It

Our fully staffed office is ready to address all areas of accounting, financial planning, wealth management, estate planning, and taxes to help ensure your success in life and in business.

When you hire the team at SD Mayer, you aren’t just hiring a tax guy or a bookkeeper, you are gaining over 40 years of experience of advisory services, including strategy, planning, and consultation. We’ve helped individuals create financial plans that help them meet their financial goals for today, while also creating a robust retirement plan for the future. For nonprofits, businesses, and corporations, we’ve helped with litigation support, strategic growth, and bookkeeping/payroll support to help them thrive.

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Our Industries +

Who We Serve

SD Mayer accountants for construction companies and industry
Construction
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SD Mayer accounting for media industry companies
Entertainment & Media
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US Income 990 Tax Forms
Real Estate Investors and Agents
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Find your nonprofit’s next leader with a team and a plan
Nonprofit
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SD Mayer accounting for retail stores
Consumer & Retail
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Families With College Students May Save Tax on Their 2017 Returns with One of These Breaks
Educational Institutions
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gloved hands holding medical sample - Medical industry accounting services
Healthcare & Life Sciences
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SD Mayer manufacturing industry accounting
Manufacturing & Distribution
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SD Mayer professional services shaking hands in business setting
Professional Services
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Technology & Telecom
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SD Mayer accounting for energy companies and industry
Renewable Energy
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Wineries & Vineyards
Wineries & Vineyards
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stock market volatility
Oil and Gas
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SD Mayer Client Testimonials
TURNING CLIENTS INTO FAMILY +

Hear From Our Clients

The team at SD Mayer helped to take us from early startup mode, running accounting with Excel and lump-sum journal entries, to proper audit-ready accounting practices. Highly recommended for a bootstrapping startup that needs to up their game. Great team to work with! Friendly, responsive and accurate. Just what you need.

– Kevin Christy, CCO at Lightsource

SD Mayer is simply the best at what they do. Their team of professionals is attentive, courteous, and often ahead of us when it comes to answering a question. Cannot recommend working with SD Mayer & Associates enough.

– Alex Tourk

SDM provides and unparalleled level of customer service. Their team of attentive, well-informed associates provide assistance, advice, and information quickly and accurately. Our company is able to run smoothly thanks to their level of organization and attention to every detail. Since we have begun to work with SDM, we have found ourselves trusting and relying on them, and as a result have been able to work more freely on the operations of our company.

– Ashley Morgan

I love Michael and the services he has provided to me. Very knowledgeable, personably, and helpful.

– Donna G.

Very professional organization, even the founder, Mr. Steve Mayer is helpful at times in resolving specific tax issues.

– Otto K.

Michael Kim is excellent! My wife and I are very comfortable having him as our CPA. Thanks Michael for your great work on our behalf!

– Richard E.
THOUGHT LEADERSHIP +

SD Mayer News & Updates

Answers to your questions about taking withdrawals from IRAs
Answers: Taking Withdrawals From IRAs
As you may know, you can’t keep funds in your traditional IRA indefinitely. You have to start taking withdrawals from …
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Is it time to update your accounting practices?
Is It Time To Update Your Accounting Practices?
If you ask some business owners why they do things a certain way, they might answer, “Because we’ve always done …
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Don’t overlook foreign assets when planning your estate
Don’t Overlook Foreign Assets When Planning Your Estate
You’d be surprised how often people fail to disclose foreign assets to their estate planning advisors. They assume that these …
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SD Mayer Team
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Looking to Start Your Career?

Begin your journey in the financial industry with our close-knit family environment here at SD Mayer!