Silicon Valley / Menlo Park Office

Silicon Valley Tax and Accounting Services

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. 

Our Areas of Focus

Building a successful financial future starts by partnering with a knowledgeable advisor you can trust. Our consultants specialize in a range of industries, including:

  • Technology and telecom
  • Consumer and retail
  • Professional services
  • Health care and life sciences
  • Real estate
  • Food processing
  • Distribution
  • Construction
  • Manufacturing
  • Oil and gas
  • Entertainment

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. 

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. 

Contact Our Consultants Today for More Information

Our financial consultants at SD Mayer can collaborate with you to manage your personal or business finances no matter your needs. Get in touch with us today to learn more about our custom accounting and financial planning and management solutions!

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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

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