Individual Tax Planning

Our Approach

SD Mayer works with business owners and high-net-worth individuals to reduce their tax burden through out income tax services. As your personal tax accountant, we approach each situation uniquely, in order to get a clear understanding of your goals for your company, family or yourself. Our wealth management and retirement teams can then coordinate your individual tax planning with your retirement plan, estate plan and financial strategies.

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.

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Why SD Mayer

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 and income tax services 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.

Thought Leadership

Our Tax Team

Angelica Beas
Tax Supervisor
Greg Blanton, CPA
Senior Tax Manager
Claire Hyun, CPA
Tax Associate
Timothy Au
Tax Associate
Stephen D. Mayer, CPA
Managing Partner & Founder
B’Jon Scott
Tax Associate
Ruiqi Wang, CPA
Tax Senior
Joanne Wiggins-Barros, CPA
Partner, Tax & Accounting
Bonifacio Zablan
Professional Support Specialist
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