Business Details
Your Trusted Tax & Consulting Partner in South San Francisco
South City Tax & Consulting has served South San Francisco for over five decades, delivering personalized tax services and strategic consulting tailored to diverse industries including construction, manufacturing, real estate, and retail. Our approach combines deep technical expertise with a human touch, ensuring clients receive timely, forward-looking solutions. With a team of licensed CPAs and seasoned professionals, we specialize in tax compliance, estate planning, business advisory, and cloud-based bookkeeping.Our commitment to client success is rooted in decades of collective experience, industry-specific insights, and a dedication to minimizing tax liabilities while maximizing growth opportunities. We pride ourselves on building long-term relationships through transparency, reliability, and exceptional service, serving both small businesses and large enterprises with equal care.
Services
Tax Filing & Compliance
Tax Planning
Business Advisory
Bookkeeping
Payroll Services
Estate & Trust Returns
IRS Representation
Highlights and features
- We offer 50+ years of localized tax expertise in South San Francisco.
- Our team includes licensed CPAs with specialized knowledge in real estate and construction.
- We utilize cloud-based technology for efficient bookkeeping and strategic decision-making.
- We provide tailored tax planning for estates, trusts, and multi-state businesses.
- Our client-first approach ensures personalized service with no hidden fees.
Services
Tax Filing & Compliance
We handle tax compliance for individuals, businesses, and nonprofits, including foreign asset reporting and sales tax. Our experts ensure accurate filings while addressing complex regulatory requirements. With decades of experience, we resolve compliance concerns across industries like construction and real estate.
Tax Planning
Our tax planning focuses on minimizing liabilities through estate taxes, stock options, and multi-state strategies. We create forward-looking plans tailored to clients' financial goals. Services include trust optimization and tax credit utilization for long-term savings.
Business Advisory
We guide entrepreneurs from entity selection to merger planning, offering performance analysis and system setup. Our advisory covers startup challenges and exit strategies. Cloud-based tools integrate with strategic decision-making for scalable growth.
Bookkeeping
Cloud-based bookkeeping simplifies record-keeping, enabling real-time financial insights. We maintain accurate ledgers and streamline processes, allowing clients to focus on strategic decisions rather than administrative tasks.
IRS Representation
We resolve IRS issues ranging from audits to payment plans. With decades of experience, we reduce client stress through direct communication with tax authorities, ensuring compliance while protecting clients' interests.
People
Megan Valentine Smith
Director
Megan has 20+ years in public accounting, specializing in real estate and construction taxes. A licensed CPA, she earned her MBA from the University of Phoenix and prioritizes client-focused solutions for businesses of all sizes.
Joe Kashani
Principal
Joe brings 30+ years of tax expertise, focusing on small to mid-sized businesses. As a California CPA, he advocates for clients through state and federal tax committees while leading community initiatives in the Bay Area.
Justin Arney
Associate Director
Justin, a California CPA since 2019, specializes in tax decision-making for businesses. With 10 years of experience, he combines technical knowledge with personalized service to help clients understand complex tax implications.
Julie Brasil
Senior Tax Manager
Julie has 15+ years of corporate and individual tax experience. A San Francisco State graduate, she excels in client communication and provides tailored tax strategies for businesses across industries.
Eric Boi
Senior Tax Advisor
Eric specializes in individual tax with 20+ years of experience. He balances diverse tax projects while maintaining a client-centric approach, ensuring clear, practical solutions for personal and business financial needs.
Questions
What industries do you specialize in?
We serve construction, manufacturing, real estate, retail, and service-based businesses, offering tailored tax and advisory solutions for each sector.
Do you handle IRS disputes?
Yes, we provide IRS representation for audits, payment plans, and compliance issues, leveraging decades of experience to resolve disputes efficiently.
How do you approach tax planning?
We focus on minimizing liabilities through estate planning, multi-state strategies, and tax credit utilization, creating customized plans aligned with long-term financial goals.
What technology do you use?
We utilize cloud-based bookkeeping tools for real-time financial insights, streamlining processes while maintaining accuracy and security for our clients.
Are your team members certified?
Yes, our team includes licensed CPAs with specialized expertise in tax law, accounting, and industry-specific consulting for businesses and individuals.
