Individual Tax Planning

Personal Tax Planning in the Bay Area

Planning is the key to reducing your tax burden, and proper planning requires specific tax knowledge and a nuanced understanding of your finances and your goals. At SD Mayer, our personal income tax consultants develop money-saving strategies to preserve your wealth. We use our deep technical knowledge of current tax laws and regulations to create a tax plan that is best suited to your needs. We also look at the big picture of your financials to ensure that your tax plan is comprehensive and cohesive for maximum savings.

Tax Planning Strategies

Successful tax planning requires strategies tailored to your specific lifestyle, needs and financial situation. Some examples of strategies that we apply to our personalized plans include:

  • Deferring tax liabilities.
  • Making charitable donations.
  • Planning stock options.
  • Contributing to a 401(k).
  • Liquidating investments.

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For individuals who need high net worth tax preparation, we know the ins and outs of the tax complexities that you must navigate. Your high net worth tax advisor develops a plan that takes advantage of essential tax benefits so you avoid paying more than necessary. Your advisor also coordinates with our wealth management teams to evaluate your estate plan and investment portfolio for greater tax efficiency.

We also offer private client services to help protect your assets. We perform a comprehensive risk analysis to build a personal property and liability insurance plan designed to meet all your needs while mitigating financial risk. Your advisor will also ensure that your plan evolves to keep pace with your changing financial circumstances. Our private client services include martial dissolution tax planning, trust and estate tax planning and wealth management.

Why Choose SD Mayer for Personal Accounting Services?

At SD Mayer, we take a holistic approach to tax planning. All aspects of your financial situation impact your income taxes, so we need a clear picture of your financial situation and goals to plan accordingly. As a one-stop shop, we offer an array of services for greater tax benefits and financial security. We also coordinate between our teams so you can rest assured that your tax plan accounts for all your financial details.

Your life is always changing, and so are tax laws. Our planning services are fluid so we can adjust to any updates that may affect your tax situation. We partner with our clients to see them through all of their financial evolutions, dedicating ourselves to their long-term success.

We’ll design your plan with meticulous attention to detail to make sure the tax process goes as smoothly as possible. You can count on an accurate return that is completed on time to avoid any penalties. We also provide a highly personalized customer service experience that you won’t get from larger firms.

Our tax plan supports your unique needs so that we can save you the maximum amount of money possible. If you would like more information about our personal accounting services, contact us today so our team can answer any questions you may have.

Thought Leadership

Our Tax Team

Angelica Beas
Tax Supervisor
Greg Blanton, CPA
Senior Tax Manager
Dina Fanous
Senior Tax Associate
Claire Hyun, CPA
Tax Associate
Helen Johnson, CPA
Senior Tax Manager
Stephen D. Mayer, CPA
Managing Partner & Founder
Chell Norris
Tax Associate
Joanne Wiggins-Barros, CPA
Partner, Tax & Accounting
Bonifacio Zablan
Professional Support Specialist
SD Mayer