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Silicon Valley Accounting & Advisory for Life

Located in the heart of Silicon Valley, minutes from the corporate headquarters of the world’s largest technology companies in Redwood City, Cupertino, Mountain View and San Jose, our Menlo Park office has the resources to handle everything from simple audits to full service financial and tax planning.  Our outsourced accounting team can take on your back office bookkeeping and payroll, while you focus on your clients. Our wealth management team can provide a financial plan that provides you peace of mind today, tomorrow and into retirement through careful management of your estate plan, investments, life insurance and tax planning. All of our teams work together to provide you the best approach for your unique situation.

Our collaborative approach means that we work with you and your team to customize a workflow that works best for your financial and management needs. We have the expertise to help clients in a variety of industries, including creative services, financial services, hospitality & leisure, professional services, manufacturing & distribution, nonprofits, real estate & construction, retail, technology and public companies.

Whatever your situation, personal- or business-focused, reaching out to us is the first step. We never try to sell you anything, but instead will discuss your challenges and ideas for how we can solve them.


At SDM, our audit, assurance and advisory services procedures are tailored to address the risks facing each of our clients and to focus on the areas that matter most. Our goal is not only to provide the desired services to our clients in an efficient way, but also to add value to their business. We help you assess and ensure the quality of information used to make critical decisions, formulate solutions to business problems, and evaluate the financial performance of your company.


SDM understands the unique tax challenges faced by our clients – individuals, corporate clients or nonprofits. We can work with your in-house finance department or handle your taxes on an outsource basis to come up with a strategy that meets your financial goals and saves you money.


Whether you are a startup or an established company, you might have questions that requires outside expertise. SDM offers technology consulting and cloud solutions dedicated to helping you succeed and meet your changing needs. We also offer outsourced finance and accounting services when you are resource strapped and need a trusted business advisor to handle your day to day bookkeeping, payroll and audit preparation work.



Find Us

Menlo Park Office
640 Menlo Avenue, Suite 2
Menlo Park, CA 94025

Our Other Companies

SDM Advisors

SDM Advisors is a branch of SD Mayer, handing all of the firms retirement benefit plan and wealth management. Our corporate retirement services were created to support senior management with design, implementation and maintenance of your company’s retirement plan. Find out more at their website.

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