Tax & accounting help in San Francisco, CA
From our San Francisco office, tax preparation, planning and accounting for Bay Area professionals, founders and businesses — including equity compensation, startups and California tax rules.
Built for the Bay Area’s tax questions
Many San Francisco clients work in tech or finance, hold RSUs or stock options, or are building a company of their own. Those situations bring tax questions that a basic return doesn’t cover.
We help you plan around equity events, stay compliant with California and San Francisco requirements, and keep your business books ready for tax time.
Common San Francisco topics
Areas we often help San Francisco clients with:
Support for San Francisco individuals and businesses
Equity compensation
Planning for RSU vesting, stock option exercises and ESPP sales — before they create a surprise tax bill. Learn more
Startups & founders
Entity setup, bookkeeping, R&D credit and tax filings for early-stage companies. Learn more
California returns
Individual and business returns for California, including part-year and multi-state situations. Learn more
Easy to work with, wherever you are
Meet by phone or video
Talk with our team without taking time off for an office visit.
Share documents securely
Upload tax documents through Secure File Pro from your computer or phone.
Support all year
Planning, notices and questions don’t stop in April — neither do we.
Serving San Francisco from our Battery Street office
San Francisco clients work with us by phone, video and secure upload. If you’d like to meet in person, we hold in-person appointments at our Castro Valley office in the East Bay.
San Francisco, CA 94111In-person meetings are held at our Castro Valley office, by appointment
Talk with a tax professional about your San Francisco taxes
Tell us what you need and a team member will point you in the right direction.
Monday–Friday, 9 am–6 pm Pacific