Tax accountant 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.
As a San Francisco tax accountant, we see the same questions every season: how RSUs are taxed when they vest, whether withholding covered the bill, how to handle a move in or out of California, and what a growing business owes for San Francisco gross receipts tax and annual business registration. We also help with year-round tax planning and, if a letter arrives, IRS and FTB audit representation.
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. Equity compensation tax
Startups & founders
Entity setup, bookkeeping, R&D credit and tax filings for early-stage companies. R&D tax credit
California returns
Individual and business returns for California, including part-year and multi-state situations. Tax preparation services
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
San Francisco tax accountant FAQs
Can we meet in person?
Most San Francisco clients work with us remotely by video and phone. In-person meetings are held at our Castro Valley office.
How much does a tax accountant cost in San Francisco?
It depends on your return. Our standard prices are on our individual and business pricing pages, and we confirm a quote before starting.
What kinds of San Francisco clients do you help?
Mostly tech employees with RSUs, ESPP and stock options, business owners with S corporations or LLCs, real estate investors, and people with income or accounts abroad. See how RSUs are taxed, business tax services and Form 5471.
Can you help with an IRS or FTB letter?
Yes. We handle notices, audits and back-tax issues. See IRS audit representation and tax resolution.
Do you work with clients outside San Francisco?
Yes, across the Bay Area and the U.S., including people who have moved out of California.
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