Business Details
14 Years
experience
Your Trusted Financial Partner for Accounting, Tax, and Wealth Management
SD Mayer & Associates is a full-service accounting, advisory, and wealth management firm serving clients locally and globally from its San Francisco Bay Area headquarters. With over 40 years of combined experience, the firm provides innovative cloud-based solutions tailored to business needs, including audit, tax planning, corporate retirement services, and strategic advisory. The team prioritizes personalized service, emphasizing financial security for individuals and businesses through estate planning, investment guidance, and tax strategies.Rooted in technology and a fresh perspective, SD Mayer transforms client service by combining technical expertise with proactive advisory support. The firm's commitment to community involvement and client-centric values has earned recognition as a Best Place to Work and a top accounting firm in the Bay Area.
Services
Audit & Assurance
Tax Planning
Wealth Management
Business Advisory
Corporate Retirement Services
Outsourced Accounting
Estate Planning
Financial Planning
Tax Preparation
Strategic Advisory
Details
- Year established: 2012
Highlights and features
- We offer over 40 years of combined experience in accounting and financial advisory services.
- Our cloud-based solutions provide real-time financial insights and operational efficiency.
- Personalized wealth management strategies tailored to individual and family financial goals.
- Specialized tax planning services for individuals, corporations, and nonprofit organizations.
- Award-winning client service recognized as a Best Place to Work in the Bay Area.
Associations and certifications
- BDO Alliance USA
What people say
Responsive and professional
Best at what they do
On top of everything
Trusted financial partner
Awesome wealth management team
Services
Audit & Assurance
SD Mayer's Audit & Assurance practice combines technical expertise with industry-specific insights to deliver objective financial guidance. Our services include compliance audits, records verification, and preparation for regulatory examinations. We serve corporations, nonprofits, and employee benefit plans with a focus on accuracy and transparency. Our team's deep understanding of accounting standards ensures clients maintain financial integrity while meeting regulatory requirements.
Tax Planning
Our tax planning services address evolving compliance requirements for individuals, businesses, and nonprofits. We specialize in year-round tax strategies, including international tax considerations, business structure optimization, and grant-related tax guidance. The team stays current with legislative changes to maximize savings while maintaining compliance. Clients benefit from proactive planning that aligns with both immediate obligations and long-term financial objectives.
Wealth Management
The firm's wealth management practice offers holistic financial strategies for individuals and families. Services include estate planning, retirement preparation, investment guidance, and insurance solutions. With over four decades of experience, advisors create customized plans addressing both current needs and future security. The approach integrates tax-efficient strategies with risk management to build sustainable wealth across generations.
Business Advisory
SD Mayer provides actionable business advisory services for growing companies. Our experts deliver strategic planning, operational improvements, and growth-focused recommendations tailored to each client's lifecycle stage. Services include financial forecasting, process optimization, and succession planning. The team's industry-specific knowledge helps businesses navigate challenges while positioning for sustainable expansion in competitive markets.
Outsourced Accounting
The outsourced accounting practice supports businesses with scalable back-office solutions. Services include transactional processing, payroll management, and financial statement preparation. Our team handles accounting functions for privately-held companies and nonprofits, allowing clients to focus on core operations. The service combines technical precision with timely reporting to maintain financial clarity and operational efficiency.
People
Stephen D. Mayer
Founder
Stephen D. Mayer founded SD Mayer & Associates in 2012 after serving as CEO and co-founder of Burr Pilger Mayer. With over four decades of accounting experience, he emphasizes client success, community investment, and innovative financial solutions while maintaining a fun work environment.
Brian Ham
Director, CAAS
Brian Ham serves as Controller and Director of Outsourced Accounting at SD Mayer. With a Master's in Business Administration, he provides outsourced CFO services and supervises accounting teams. His expertise spans financial management and operational leadership since joining the firm in 2014.
Greg Bogdan
Tax Principal
Greg Bogdan brings 40+ years of tax expertise specializing in high-net-worth individuals and real estate clients. A licensed CPA in Texas and California, he holds advanced tax credentials from the University of Texas and focuses on complex financial planning solutions.
Dina Fanous
Tax Supervisor
Dina Fanous specializes in corporate tax and accounting support with experience at Thomson Reuters and Marcum. She holds a Master's in Taxation from Golden Gate University and provides expertise in high-net-worth individual tax planning and compliance.
J.T. Harold Forbus
Senior Tax Manager
J.T. Forbus has over 30 years of tax experience, specializing in stock-based compensation planning. He earned his degree from California State University, East Bay, and contributes to community projects through the Rotary Club of San Francisco.
Questions
What accounting services does SD Mayer offer?
We provide audit & assurance, outsourced accounting, tax planning, business advisory, and wealth management services for businesses and individuals.
Do you specialize in specific industries?
We serve private businesses, nonprofits, schools, and individuals with customized financial solutions tailored to each sector's unique requirements.
How do you support business growth?
Our business advisory team offers strategic planning, operational improvements, and financial forecasting to help companies scale effectively.
What tax services are available for individuals?
We provide comprehensive tax planning, compliance, and strategy services including estate tax considerations and investment-related tax optimization.
How does SD Mayer approach wealth management?
We create personalized wealth plans integrating estate planning, retirement strategies, and investment guidance to achieve long-term financial security.
Are your services available outside the Bay Area?
While headquartered in San Francisco, we serve clients nationally through our remote capabilities and strategic partnerships.
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