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Accounting + Advisory For Life™

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.

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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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.

For businesses, we provide corporate tax preparation, auditing, and compliance services. Our staff also has a strong track record with non-profit accounting, helping restaurants to make critical operational improvements, and general strategic planning and advisory services to assist with bank loans, HR issues, compensation, mergers and acquisitions, and more.

Audit & Assurance
Our expert advisors combine business, market, and technical skills to deliver objective advice and expert guidance in compliance, records, and audit preparation.
Tax
The tax landscape is always changing. Our tax experts will help you stay up-to-date and compliant on all individual, corporate, and nonprofit tax matters.
Outsourced Accounting
Outsourced accounting solutions to quickly scale up your back-office capacity, from privately-held companies to nonprofit organizations.
Retirement Services
We can guide your employees in everything from opening retirement accounts and making elections to helping your company to succeed as a plan sponsor, all while staying ERISA-compliant.
Business Advisory
Advisory services for new and expanding businesses, providing actionable insights to solve today’s business issues and strategize for future growth.
Wealth Management
Planning for your family and future has never been so reassuring. Have forty years of a successful, holistic approach to wealth management behind you as you make a plan for meeting your long term financial goals.

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.

Our Focus

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 & Families

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.

Industries We Serve

SD Mayer is proud to have a staff that includes business owners and industry experts. The advantage of having a diverse knowledgebase is that we can provide tailored solutions. We are prepared to address your concerns about your business operations, including corporate governance and legal compliance. We have experience serving all of the following sectors:

  • Construction & Real Estate
  • Consumer & Retail
  • Energy & Natural Resources
  • Entertainment & Media
  • Financial Services
  • Government & Public Sector
  • Healthcare & Life Sciences
  • Manufacturing & Distribution
  • Professional Services
  • Technology & Telecom

Thought Leadership

“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, COO, Lightsource

INDEPENDENT MEMBER OF BDO ALLIANCE USA

We are an independent member of the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting and service firms with similar client service goals. The BDO Alliance USA presents an opportunity for firms to expand services to clients without jeopardizing our existing relationships or our autonomy by accessing the resources of BDO USA, LLP and other Alliance members. The BDO Alliance USA was developed to provide Member firms with an alternative strategy for gaining competitive advantage in the face of a changing business landscape. The Alliance represents an opportunity for BDO to enhance relationships with reputable firms that share a mutual business understanding. The BDO Alliance USA is a subsidiary of BDO USA, LLP, a Delaware limited liability partnership.

SD Mayer