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.
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.
From startup through growth mode and beyond, our business advisory team can help you plan for every stage of your business.
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.
Our integrated financial planning services help you meet your goals and create the financial security your family needs moving forward.
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.
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.
Looking to Start Your Career?
Begin your journey in the financial industry with our close-knit family environment here at SD Mayer!