Business Details
46 Years
experience
Trusted Accounting & Financial Services in San Mateo
Galligan Thompson & Flocas has been a trusted provider of personalized financial guidance since 1980, serving individuals and businesses in San Mateo and surrounding areas. Our expertise spans tax management, accounting, audits, financial statements, and strategic planning. We combine deep industry knowledge with a commitment to high standards, employing seasoned tax professionals who prioritize client needs. Our team approach ensures every client receives tailored analysis and attention, fostering long-term relationships built on trust and results.We maintain rigorous technical expertise through continuous education and professional affiliations, including the American Institute of CPAs and California Society of CPAs. Our mission is to help clients achieve financial viability today while proactively addressing future goals through transparent communication and data-driven strategies.
Services
Personal Financial Planning
Retirement Planning
Estate Planning
Small Business Accounting
Tax Preparation
QuickBooks Services
Business Advisory
Bookkeeping
Financial Planning for Businesses
Succession Planning
Details
- Year established: 1980
Highlights and features
- We have over 40 years of experience in accounting and tax services.
- Our team includes certified public accountants with specialized expertise.
- We provide personalized attention to every client's unique needs.
- We combine technical excellence with proactive financial strategies.
- Our firm maintains active memberships in top professional accounting organizations.
What people say
Personalized attention
Quality service
Professional expertise
Leading firm
Responsive team
Services
Personal Financial Planning
We develop comprehensive financial strategies tailored to individual goals, including retirement readiness, education savings, and tax-efficient wealth preservation. Our approach integrates risk assessment, investment analysis, and estate planning to ensure long-term financial security. Clients benefit from ongoing plan reviews that adapt to changing life circumstances and market conditions.
Small Business Accounting
Our accounting solutions help businesses maintain accurate financial records, optimize cash flow, and ensure compliance. Services include budget preparation, financial statement analysis, payroll processing, and internal control implementation. We provide outsourced CFO services and strategic tax planning to support business growth and profitability.
Estate Planning
We create customized estate plans to protect assets and facilitate smooth wealth transfer. Our services include trust administration, gift tax strategies, and business succession planning. We collaborate with legal and investment professionals to develop comprehensive solutions that align with clients' family and financial objectives.
Tax Preparation for Businesses
We handle all aspects of business tax compliance, including entity selection, payroll tax reporting, and sales tax management. Our team minimizes tax liabilities through strategic planning while ensuring adherence to federal, state, and local regulations. We assist with mergers, acquisitions, and tax controversy resolution.
QuickBooks Services
We provide QuickBooks setup, training, and optimization services to help businesses maximize software capabilities. Our experts ensure proper chart of accounts configuration, system customization, and data integrity. We offer ongoing support to improve financial tracking and reporting efficiency for small to mid-sized companies.
People
Joseph Galligan
Certified Public Accountant
CPA with over 40 years of experience in tax planning and business valuation. Former Mayor of Burlingame and active community leader with expertise in nonprofit governance and financial advisory roles.
Michael G. Thompson
Certified Public Accountant
CPA specializing in wealth management and financial planning for high-net-worth individuals and closely held businesses. Former board member of professional financial planning committees with extensive client advisory experience.
Alex Flocas
Certified Public Accountant
CPA with expertise in tax strategy and audit services. Holds dual certifications in real estate and mortgage specialties. Served as network administrator for the firm while maintaining active client advisory roles.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including bookkeeping, cash flow management, financial statements, payroll processing, and outsourced CFO services tailored to your specific needs.
How can you help with retirement planning?
Our retirement planning services include budget analysis, Social Security optimization, investment strategy reviews, and personalized distribution plans to ensure financial security during retirement years.
Do you offer QuickBooks support?
Yes, we provide QuickBooks setup, training, system optimization, and troubleshooting services to help businesses maximize their accounting software capabilities.
What estate planning services are available?
We offer complete estate planning solutions including trust administration, gift tax strategies, business succession planning, and coordination with legal professionals for comprehensive wealth transfer plans.
How do you handle business tax preparation?
We manage all aspects of business tax compliance including entity selection, payroll tax reporting, sales tax management, and strategic tax planning to minimize liabilities.
What makes your firm different from other accounting services?
Our combination of 40+ years of experience, personalized client attention, and proactive financial strategies sets us apart as a trusted advisor in the San Mateo community.
