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.
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.
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.
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.
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.
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.
SD Mayer News & Updates
