Anyone can punch numbers into a calculator and spit out reports.
We are full-service, trusted financial advisors.

- Year-round tax preparation and planning for business and individuals alike.
- Financial security focused on estate planning, tax planning, insurance and investments.
- Outsourced accounting that covers bookkeeping, payroll and CFO advisory.
- Strategic planning and advisory to assist with bank loans, HR issues, compensation, mergers and acquisitions and more.
- Annual financial statements for your growing business or regulatory needs.

Contact Us Today to Get Started

Fill out the form below and one of our experts will reach out to you to gather scope of services and provide a pricing estimate for your consideration.

Full-Service Accounting, Advisory and Wealth Management
Covering All Of Your Financial Need

Timely, Detailed Reporting

Whether intended for investors or a board of directors, we will provide timely, detailed reports.

Regular Communication

We keep you in the loop on a schedule we both agree on, so that you always know where you stand.

Secure Solutions

Industry-leading, cloud-based technology so you always have access to your financials.

Build Your Business

We handle the back office work, while you grow your business and take care of your clients.

Tax Preparation & Planning and Audit Support

Our tax and audit practices can handle tax preparation, planning and audit support for your small- to medium-sized business, as well as handle your personal tax returns. Meeting deadlines and remaining compliant with the latest tax codes, while ensuring that you aren’t paying more than required is what we do.

Outsourced Bookkeeping & Payroll for Businesses

Our outsourced accounting team focuses on your accounting processes, while you handle growing your business relationships. For companies that are growing but have limited budgets, this team is the perfect, scalable solution until you are ready to invest in building your accounting department. And, we can even help with that.

Financial Planning & Family Office Services for Individuals

Our wealth management team works with medium- and high-net-worth individuals who need help with their estate planning, financial planning, insurance and investments, not only to meet their retirement goals, but to help create a plan to meet today’s financial obligations, pay household bills and help with tax planning.

We’re Not Just Accountants … We’re Trusted Advisors in Business and Life

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. On the business side, we’ve help with litigation support, strategic growth and bookkeeping/payroll support.

Responsive, When You Need Us

You’ll always have access to our team if you have questions about your financials or need a special report for your team, board or investors. We want you to feel confident that we’re an extension of your team and always around when you need us.

“SD Mayer 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 SD Mayer, we have found ourselves trusting in an relying on them, and as a result have been able to work more freely on the operations of our company.”

Ashley Berman
CEO, Ashley Morgan Designs

Steve Mayer, CPA

Founder & Managing Partner

Noel McNabola, CPA

Tax Partner

Julie Mikesell

Outsourced Accounting Manager

Ken Nguyen