- Volunteer, SF and Santa Rosa Food Banks
- Going to the gym and bicycling.
Consultant
San Francisco Office
Languages Spoken: English
JT has been with the firm since 2021, working in the Outsourced Accounting practice as a consultant. He provides bookkeeping and bill pay support for his clients, which span all industries. He has worked in various accounting roles, in accounts payable, by implementing accounting procedures, and compiling capital expenditures.
JT went to Heald College and received an AA, and then graduated from Golden Gate University, with a Bachelor in Business/Commerce.
Consultant
San Francisco Office
Languages Spoken: English, Hindi, Punjabi
Raghav came to SD Mayer through an internship with USF’s Entrepreneurship and Innovation program. When the internship ended during the summer of 2019, he showed an interest in remaining with the firm working at a project coordinator and also helping out with the outsourced accounting practice. Raghav helps with balance sheets, financial statements and bill pay/payroll.
Raghav has a Bachelor’s degree in Business Communications and a Master’s degree in Entrepreneurship and Innovation.
Tax Manager
San Francisco Office
Languages Spoken: English, Spanish
Angelica has worked in public accounting for nearly a decade. She primarily focuses on tax preparation for individuals, corporations, partnerships and nonprofits, as well as in tax project management. Prior to SD Mayer, she worked with one of our partners, Noel McNabola, at PMB Helin Donovan for roughly 3 years before it was acquired by SD Mayer.
Angelica attended school at San Francisco State University and has a Bachelor of Science in Accounting.
Director, Business Development
San Francisco Office
Languages Spoken: English
John Benjamin joined SD Mayer as the Director of Business Development after 30 years of entrepreneurship, real estate development, accounting and management consulting experience. He has worked within the fields of finance, real estate development and hospitality services. His specialties include fundraising, team development, and strategy consulting. His work at SD Mayer focuses on the relationship management of all client engagements as he leads the expansion and growth initiatives for the firm.
Prior to SD Mayer, John served as the Director of Project Development for Golden Gate Global, and also served in CEO and CFO/Controller roles for other companies.
Administrative Support & Office Services
San Francisco Office
Languages Spoken: English, Spanish
When you call us or come in our offices at SD Mayer, Stephanie will likely be the first to greet you. She sits at the front desk and is not only responsible for routing all of the incoming calls, but also helping out on the administrative end with mailings, ordering supplies and getting our days started with a fresh pot of coffee and some snacks.
Staff Accountant
San Francisco Office
Languages Spoken: English
Meixiao has worked in tax and accounting since 2014. She started as a tax preparer for San Francisco State University, assisting tax filers with intake forms, and helping filers maximize refunds and minimize payments. She worked for Asian, Inc. for over a year, handling AP, AR and payroll, prepared 1099’s, recorded payments and prepared for deposits, posted journal entries and ran reports and financial statements. For nearly 6 years, Meixiao worked for LightHouse for the Blind and Visually Impaired, first as an AP/AR Coordinator and then as a General Ledger Accountant.
Meixiao graduated from City College of San Francisco with an AA Degree in Accounting, and from San Francisco State University with a Bachelor of Science in Accounting.
Audit Senior
San Francisco Office
Languages Spoken: English, Mandarin
Kelly has been with the firm since 2018, working in the audit practice. She came to us through an internship through CalPoly and her commitment and experience lead her to be hired full-time. Kelly has internship experience at both Moss Levy & Hartzheim LLP and Deloitte. She is skilled in analyzing financial statements, performing financial report audits and collaborating with our small audit team.
Kelly has a Bachelor’s degree in Accounting from Cal Poly SLO.
Firm Administrator
San Francisco Office
Languages Spoken: English
Gail has been with the firm since the inception, and has been Steve’s assistant since August 1994. She serves as the firm administrator, is responsible for managing the administrative team, handles a variety of tasks for partners and staff, and honestly, keeps us all in check.
Founder & Managing Partner
San Francisco Office
Languages Spoken: English
Steve Mayer is the Founder and Managing Partner of SD Mayer & Associates, an accounting, consulting, and wealth management firm located in San Francisco.
Prior to SD Mayer, he was the CEO of a large regional accounting firm, Burr Pilger Mayer (BPM). Steve has also been involved in several other businesses including a number of restaurants, co-founder of Presidio Bank, and an owner of Books Inc., a bookstore chain.
On a professional basis, Steve’s accounting, consulting, and wealth management career gives him the ability to work with his clients on accounting, tax, M&A, business advisory and strategic planning.
Steve has been very active in the community and over the last 40 years has served on more than 15 non-profit boards including the San Francisco Chamber of Commerce, Bay Area Council, and Riordan High School, to name a few.
He has recently published three books, and lives in San Mateo with his wife of 27 years and their three children.
When he turned 60, he did an Ironman just to make sure he was still in shape.
Partner
San Francisco Office
Languages Spoken: English
Noel has worked in the accounting field for over 40 years, beginning with Coopers & Lybrand (now PwC) in San Francisco. After leaving Coopers & Lybrand, Noel went on to start his own firm, joining Tony Pohl and Mike Berg to form Pohl, McNabola Berg & Co. In 2006, he merged his firm with Helin, Donovan, Trubee & Wilkinson of Austin, TX to form PMB Helin Donovan (PMBHD), which grew to 150 employees and 22 partners. In 2016, Noel left PMBHD to join SD Mayer, joining Steve Mayer whom he’d worked with at Coopers & Lybrand, completing the full circle.
At SD Mayer, Noel serves as the partner-in-charge of the tax department, having significant nonprofit audit and taxation experience. He has also served as the Nonprofit Committee chair of the local chapter for CalCPA.
Consultant
San Francisco Office
Languages Spoken: English, Spanish
Patrick recently started with SD Mayer, but has nearly a decade of experience in a variety of industries providing budgetary projections, tracking sales, financial analysis, P&L ratios and expense reports.
Patrick graduated from Drew University and has a Bachelor’s Degree in Economics and has lived in both New York and in Washington DC.
Chief Operating Officer (COO)
San Francisco Office
Languages Spoken: English
Wyatt has been with the firm since 2018, and has worked in operations and project management for the last 5 years. He oversees virtually all of the internal operations within the firm, including IT, HR, Billing and Project Management. Wyatt is also involved in many of our consulting projects related to data analysis and reporting.
Coming to the firm with an engineering background, Wyatt is able to provide a completely different perspective to the firm when it comes to analyzing data and providing reporting that has allowed the firm to realize productivity and enhance revenues. We’re told that he can also engineer spacecraft and missiles.