Business Details
14 Years
experience
Your Trusted Partner for Accounting & Tax Solutions
SD Mayer & Associates is a full-service accounting, advisory, and wealth management firm dedicated to empowering clients through innovative financial solutions. With over 40 years of combined experience, our team delivers personalized audit, tax planning, and strategic advisory services tailored to businesses, nonprofits, and individuals. We prioritize client relationships, leveraging technology and a holistic approach to ensure financial success across all life stages. Our commitment to community and industry excellence is reflected in our recognition as a Best Place to Work and top accounting firm in the San Francisco Bay Area.By integrating cloud-based accounting and retirement planning expertise, we help clients navigate complex financial landscapes with confidence. Our mission-driven approach focuses on long-term partnerships, emphasizing transparency, adaptability, and results-oriented strategies that align with evolving client needs.
Services
Audit & Assurance
Tax Planning
Wealth Management
Business Advisory
Retirement Services
Details
- Year established: 2012
Highlights and features
- We offer 40+ years of combined experience in accounting and financial planning
- Our cloud-based solutions streamline financial management for modern businesses
- Personalized service from CPAs and tax experts with industry-specific knowledge
- Recognized as a top accounting firm in the San Francisco Bay Area
- Comprehensive wealth management integrating estate, tax, and retirement planning
Associations and certifications
- BDO Alliance USA
What people say
Highly recommended for startups
Friendly and responsive team
Best at what they do
Patient and relatable advisors
Always have an answer
Services
Audit & Assurance
Our audit services combine technical expertise with industry knowledge to ensure compliance and accurate financial reporting. We specialize in single audits, employee benefit plans, and SVOG audit requirements for businesses and nonprofits. Our CPAs deliver objective insights that enhance financial transparency and regulatory compliance while identifying operational improvements.
Tax Planning
We provide comprehensive tax solutions for individuals, corporations, and nonprofits with a focus on strategic planning and compliance. Our services include year-round tax advisory, international tax considerations, and specialized planning for stock options and high-net-worth clients. Our CPAs stay current with evolving regulations to optimize tax positions.
Wealth Management
Our holistic wealth management approach integrates estate planning, investment strategies, and retirement solutions tailored to individual needs. We help clients build sustainable financial futures through personalized guidance on asset protection, tax-efficient transfers, and long-term wealth preservation strategies.
Business Advisory
We support businesses through all growth stages with actionable insights on financial strategy, operational efficiency, and succession planning. Our advisory services address business structure optimization, financial reporting standards, and human capital management to drive sustainable growth and profitability.
Retirement Services
Our retirement plan services guide employers through ERISA-compliant plan sponsorship while helping employees maximize benefits. We provide comprehensive support for plan setup, investment options, compliance requirements, and participant education to ensure effective retirement solutions for businesses and their teams.
People
Stephen D. Mayer
Managing Partner
Founder with 40+ years experience in accounting, previously CEO/co-founder of Burr Pilger Mayer. Brings core values of client service, community investment, and industry leadership to SD Mayer's operations.
Greg Blanton
Senior Tax Manager
CPA with 20+ years experience specializing in tax compliance and planning for corporations, partnerships, and high-net-worth individuals. Holds CPA licenses in California and maintains active CalCPA membership.
Dina Fanous
Tax Supervisor
Experienced tax professional with expertise in corporate taxation and high-net-worth individual returns. Holds Masters in Taxation from Golden Gate University and provides strategic tax planning solutions.
Eric Anderson
Outsourced Accounting Manager
CPA with engineering background who leads outsourced accounting practice. Specializes in payroll processing, financial reporting, and mentoring junior staff while managing complex client engagements.
Greg Barber
Chief Marketing Officer
Marketing leader with 25+ years experience who established SD Mayer's marketing department. Directed firm rebranding initiatives, website development, and authored multiple financial literacy publications.
Questions
What accounting services does SD Mayer offer?
We provide audit assurance, tax planning, business advisory, cloud-based accounting, and retirement services for businesses and individuals.
Do you specialize in specific industries?
We serve diverse sectors including nonprofits, technology startups, real estate, healthcare, and family-owned businesses across the Bay Area.
How does SD Mayer support business growth?
Our strategic advisory services help businesses with financial planning, compliance, and operational improvements tailored to their growth stage.
What wealth management solutions are available?
We offer comprehensive wealth planning including estate strategies, investment guidance, insurance, and retirement account management.
Are your tax professionals certified?
Yes, our team includes CPAs and tax specialists with expertise in individual, corporate, and nonprofit tax matters.
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