TAX

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Our Approach

In the ever-changing business environment, it is critical to stay up to date on your tax accounting and remain compliant. Lacking foresight and knowledge of the evolving tax landscape can result in future tax consequences that jeopardize your financial goals. As tax experts and tax consultants, San Francisco Bay Area businesses and individuals can rely on SD Mayer. To minimize tax accounting liabilities, we help guide you, your family, and your business through the complex tax terrain.

Our highly personalized approach and deep expertise in the field of tax regulations will steer you away from common, costly errors, and towards better financial outcomes. We ensure you will remain compliant, while minimizing tax liability and maximizing cash flow.

Why SD Mayer

With a focus on applying technology and a fresh way of thinking to each client engagement, SD Mayer is transforming the nature of client service in the accounting industry. For our business clients, we are your trusted advisor, providing actionable insights to solve today’s business issues and strategize for future growth. For our individual clients, we focus on helping you achieve financial security through estate planning, investment guidance, insurance and tax planning, and retirement planning. Whatever life stage you or your business are in, SD Mayer will have your back as your trusted advisor.

Services Offered

INDIVIDUAL TAX PLANNING

Understanding the ever-changing income tax laws and regulations that impact how much tax you pay is a critical part of your overall strategic financial plan. Knowing which options are available, so that you pay only what you owe and preserve more of your wealth, regardless of tax policy outcomes, is the best reason to call SD Mayer for your tax planning and financial planning needs.

We work with individuals and families as well as business owners and executives, offering customized tax guidance to fit your unique situation. We provide a thorough evaluation of your current taxes, your income streams, and the changing tax laws and economic factors that impact your tax scenario. You gain a strategy that supports your personal plans, including any income, estate, or business succession plans you have that can impact your income taxes.

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CORPORATE & BUSINESS TAX

SD Mayer provides comprehensive corporate tax solutions designed to meet the unique challenges of growth and middle-market corporations. Through specialized niche teams, SD Mayer offers Business Tax services to various industries, including but not limited to manufacturing, real estate, healthcare, nonprofit, professional services, distribution and construction entities.

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NONPROFIT TAX SERVICES

To assist with the unique tax compliance needs of nonprofit organizations, SD Mayer provides a specialized set of services aimed at helping tax-exempt entities successfully navigate an evolving operational and regulatory environment, including 990 tax consulting and tax-exempt advisory services. Your Form 990 can be an effective marketing tool to attract donors and grantors. Let our nonprofit accounting professionals help keep it working for you.

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INTERNATIONAL TAX SERVICES

Considering the rapid changes that are occurring today worldwide, U.S. and foreign multinationals face an array of international tax planning and compliance challenges. This dynamic environment requires international tax planning to be driven by a multinational’s business operations. Whether your company is just beginning to expand overseas or has mature international operations, SD Mayer can help manage, support, or outsource your international tax planning and compliance needs. Our experienced team possesses deep technical knowledge and extensive business acumen to navigate through the international tax compliance complexities and deliver practical, business driven international tax planning recommendations.

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Industries Served

Your niche industry and personalized needs don’t deserve a universal, textbook line of service. With expertise in a wide range of fields, we can devise a custom solution just for you. We offer services and consulting geared towards your organization’s financial development and success. Our passion guides us from the first consultation through solution implementation and follow-up meetings to ensure you receive top-quality advice and service throughout the process.

Based on your business goals, we create a custom plan that taps the powerful resources at SD Mayer to address every one of your concerns. After thorough consultation with your team, we devise a specialized solution that could blend a number of services from our different practice groups.

The Team

Angelica Beas
Supervising Senior
Dharmesh Patel
Senior Tax Associate
Anysabel Alvarado
Tax Associate

Insights

Contact | Tax Team
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