Accounting + Advisory For Life™

While our goal is to be with you for your entire lifetime, our focus is be with you throughout the various stages of your life—business and personal. Our unique blend of services caters to each stage of life that you’ll go through from beginning to end.

Tax Cuts and Jobs Act: Key Provisions

The Tax Cuts and Jobs Act has impacted virtually all of us, from individual businesses to nonprofits, to those planning for retirement and using wealth management services.

Save Time and Money By Outsourcing Your Bookkeeping and Payroll

Our Outsource Accounting group strives to handle all of your bookkeeping, business advisory and CFO strategy needs, while you focus on on your selling your product or service to your clients.

Retirement Benefit Plan Management

Our retirement team has all of the tools to support senior management with design, implementation and maintenance of a retirement plan. As trusted advisors, the Retirement Service at SDM incorporates investment guidance and consultation services not only for senior management, but employee and/or participant consultative support as well.
Audit & Assurance
The audit and assurance service professionals and financial advisors at SD Mayer combine business, market, and technical skills to deliver objective advice and expert guidance to help our clients grow their business, improve their performance, and manage risk more effectively.

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In the ever-changing business environment, it is critical to stay up to date on your tax accounting and remain compliant. Lacking foresight and knowledge of the evolving tax landscape can result in future tax consequences that jeopardize your financial goals.

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Outsource Accounting
Our Outsource Accounting team provides solutions to the accounting and financial needs of privately-held companies and nonprofit organizations. At SD Mayer, our solutions range from routine bookkeeping, to full-complement CFO/Controller/Treasurer roles, to all-encompassing “trusted business advisor” relationships.

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Retirement Benefit Plans
SD Mayer’s corporate retirement services, through SDM Advisors, were created to support senior management with design, implementation and maintenance of your company’s retirement plan.

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Wealth Management
At SD Mayer, we are financial advisors the Bay Area can rely on for effective strategic wealth management. Our specialized team is dedicated to extinguishing all concerns you and your family may have about your financial security.

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Technology Consulting
Savant Solutions®, an SD Mayer company, is an experienced technology consulting and cloud solutions provider dedicated to helping our customers succeed and meet their changing needs. Formulating and managing strategies to align and enable technology with your business goals is one of our core competencies.

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Years of Experience


Number of Languages Spoken

Industries Served

Independent Member of BDO Alliance USA

BDO Alliance USA is among the industry’s largest associations of accounting, consulting, and professional service firms. With more than 550 independent Alliance firm locations, the Alliance represents nearly every state and includes a comprehensive range of services. Member firms are fully autonomous, united in mindset, caliber of service, and spirit of collaboration, to the benefit of all involved – BDO and its clients, Alliance members and their clients.

Independent Member of Enterprise Worldwide

People are more successful working together when they have a purpose and share common ideals and values. By staying focused on serving with like minded firms, Enterprise Worldwide regularly sees the impact that this collaborative approach has on members and its member firms. Internal and external client service is the passionate philosophy that is at the core of our members’ mission and vision.

EW is a worldwide association for accounting firms playing on a bigger field across the country and globally without losing their firm’s independence. For the business community, EW is a community of vetted and exceptionally qualified firms with expertise in their countries and communities.