Silicon Valley / Menlo Park Office

Silicon Valley +

Accounting + Advisory for Life™

Our Menlo Park accounting firm is located in the Silicon Valley, mere minutes from the corporate headquarters of some of the world’s largest technology companies in Redwood City, Cupertino, Mountain View and San Jose. 

Our Silicon Valley CPAs and advisors have the resources to accommodate all your tax and accounting needs, from straightforward audit assistance to comprehensive financial and tax planning services. Whether your needs are personal or business-focused, we’ll take a collaborative, individualized approach to your financial planning and wealth management. We’ll take a thorough look at your financial situation and tailor our services to fit your unique needs. 

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Our Accounting and Financial Planning Services

We serve the needs of individuals, families, nonprofits, businesses and other groups with a wide range of services: 

  • Outsourced accountingOur accounting specialists can assist you with all your accounting needs, from payroll management or bookkeeping services to full-service assistance.
  • Tax planning:  Our experienced tax accountants specialize in individual, nonprofit, business and international tax preparation. 
  • Business advisory: Every individual, business or organization deserves to have a trusted financial advisor on their side. We tailor our business advisory services to your goals, whether you need help with budgeting and forecasting, a merger or acquisition or succession planning. 
  • Audit and assurance: Whatever your industry, we’ll help you prepare for audits and ensure you meet strict regulatory requirements.
  • Wealth management: We offer full-service financial planning and wealth management services to prepare you for significant financial events at every stage of life. 
Our Industries +

Who We Serve

SD Mayer accountants for construction companies and industry
Construction
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Entertainment & Media
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US Income 990 Tax Forms
Real Estate Investors and Agents
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Find your nonprofit’s next leader with a team and a plan
Nonprofit
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SD Mayer accounting for retail stores
Consumer & Retail
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Families With College Students May Save Tax on Their 2017 Returns with One of These Breaks
Educational Institutions
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Healthcare & Life Sciences
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SD Mayer manufacturing industry accounting
Manufacturing & Distribution
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Professional Services
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Technology & Telecom
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SD Mayer accounting for energy companies and industry
Renewable Energy
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Wineries & Vineyards
Wineries & Vineyards
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stock market volatility
Oil and Gas
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Government
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What Are the Advantages of Working With Our Team?

Outsourcing your financial and tax planning needs to our team offers several key benefits: 

Cost savings: Not all companies or organizations have the financial means to hire in-house bookkeeping or payroll specialists. Whether you require bookkeeping services or all-inclusive tax, audit and wealth management services, we’ll manage your business finances economically.

Time savings: Budget management, tax planning and business accounting can be time-consuming, and a simple error could set you back unnecessarily. Our team lifts the pressure from your shoulders so you can focus on scaling your business and developing customer relationships. 

Bespoke advising: Whether you lead a nonprofit organization or are an independent contractor, our experts offer custom business and financial advisory services based on your situation and personal goals. 

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Contact Us +

Get In Touch

All of the creativity and technical expertise surrounding us keeps us up to date with the latest thinking so we can serve you better.

We always look forward to a new conversation, so drop us a line or give us a call.

Menlo Park Office
640 Menlo Avenue, Suite 2
Menlo Park, CA 94025
650.933.5354

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