Accounting +
Advisory for Life™

Planning for your family, your business and your future.

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OUR FOCUS +

Enhanced User Experience

We are committed to being your trusted financial partner through every stage of life—whether you're expanding your business, nurturing your family, or preparing for retirement. Our mission is to provide thoughtful and comprehensive personal and business advice, enriched by our extensive experience. As a leading full-service accounting, advisory, and wealth management firm in the San Francisco Bay Area, we are honored to serve clients both locally and globally. Together, let's navigate your path forward with confidence!

ABOUT US +

Our Focuses

In times of uncertainty, having a trusted advisor by your side is essential. Our dedicated team delivers innovative, cloud-based solutions specifically designed to meet your business needs. We keep you informed with the latest updates on tax deadlines and relief credits, assist in crafting thoughtful financial plans, and provide guidance on grants and loans. We are here to compassionately support you through these challenges, ensuring your success every step of the way.

Private Businesses

From the first glimmer of a startup idea to the intricate pathways of growth and beyond, our committed business advisory team is here to support you every step of the way. We offer comprehensive planning and strategic guidance, thoughtfully customized to meet the distinct needs of your business at every phase of its journey. Whether you're building the foundation for a new venture, expanding your operations, or aiming to optimize and maintain long-term success, our knowledgeable advisors provide the insight and expertise to help you achieve your aspirations.

Nonprofits & Schools

With a heartfelt commitment to advancing the goals of our nonprofit organization, we take great pride in partnering with our nonprofit clients. We understand the distinct challenges and rewards these organizations encounter, and we are dedicated to supporting them as they pursue their vital missions. By offering thoughtful guidance, essential resources, and expert knowledge, we aim to empower our clients to create a meaningful impact within their communities and beyond. Through collaborative efforts and a shared dedication to positive change, we assist them in navigating the intricate landscape of nonprofit work, ensuring they are equipped with the tools and strategies necessary to achieve their objectives effectively and sustainably.

Financial Security

Our comprehensive and integrated financial planning services are thoughtfully designed to help you achieve your personal and professional financial goals while establishing a trustworthy foundation of financial security that your family can depend on now and in the future. By taking an innovative and holistic approach, we carefully consider every aspect of your financial life—from investments and savings strategies to risk management and tax planning—ensuring that you have a clear and informed path forward. Our compassionate and dedicated team is committed to working alongside you every step of the way, providing expert guidance and support tailored to your unique needs and aspirations, so you can confidently navigate the complexities of financial planning and secure a prosperous future for you and your loved ones.

Individuals & Families

Whether you are managing finances for your family or focusing on your own tax obligations, our comprehensive tax planning services are thoughtfully crafted to ensure peace of mind, knowing your tax matters are in expert hands. Our supportive team is dedicated to developing customized strategies that address your current needs while also planning for your future goals. We help you confidently navigate the intricate world of tax regulations. Recognizing the importance of financial stability and growth, we are committed to being your trustworthy partner throughout your entire financial journey.

WE'VE GOT YOU COVERED +

Our Services

At SD Mayer & Associates, we elevate your business with a holistic approach to financial services, offering audit, tax planning, wealth management, and strategic advisory services. Our innovative solutions are tailored to your needs, helping you make informed decisions, cut costs, and boost profits. Choose us to secure a future full of opportunities.

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Audit & Assurance

Our expert advisors combine business, market, and technical skills to deliver objective advice and expert guidance in compliance, records, and audit preparation.

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Tax & Tax Planning

The tax landscape is always changing. Our tax experts will help you stay up-to-date and compliant on all individual, corporate, and nonprofit tax matters.

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Outsourced & Managed Services

Outsourced solutions help you quickly scale up your back-office capacity, from privately-held companies to nonprofit organizations.

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Corporate Retirement Services

We can guide your employees in everything from opening retirement accounts and making elections to helping your company to succeed as a plan sponsor, all while staying ERISA-compliant.

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Wealth Management

Planning for your family and future has never been so reassuring. Having over forty years of a successful, holistic approach to wealth management behind you as you make a plan for meeting your long-term financial goals.

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Business Advisory

Advisory services for new and expanding businesses, providing actionable insights to solve today's business issues and strategize for future growth.

HOW WE DO IT + WHAT WE DO

The SD Mayer Difference

SD Mayer & Associates offers expert financial planning, wealth management, and accounting services, drawing on over 40 years of experience to provide personalized advice. Their innovative approach and technology support informed decision-making, guiding individuals, businesses, and nonprofits toward financial success.

What We Do
As a comprehensive financial planning, wealth management, and accounting services firm, we are dedicated to guiding and supporting every facet of your personal financial security. Our expert team is here to advise you on estate planning, tax strategies, insurance, investments, and portfolio management, ensuring you feel confident and secure in your financial future.
How We Do It

Our dedicated team is here to support every aspect of accounting, financial planning, wealth management, estate planning, and taxes to ensure your success in both personal and professional arenas.

When you partner with SD Mayer, you are not merely hiring a tax specialist or bookkeeper; you are tapping into over 40 years of trusted advisory experience, encompassing strategy, planning, and consultation. We have empowered individuals to craft financial plans that achieve their goals today while also laying a strong foundation for their future retirement. For nonprofits, businesses, and corporations, we provide litigation support, strategic growth, and comprehensive bookkeeping/payroll assistance to help them flourish.

 

TURNING CLIENTS INTO FAMILY +

Hear From Our Clients

SD Mayer & Associates partners with diverse businesses, from small shops to medium enterprises, offering guidance to meet their unique needs. Their commitment to helping businesses succeed is evident in testimonials and success stories.

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The team at SD Mayer helped to take us from early startup mode, running accounting with Excel and lump-sum journal entries, to proper audit-ready accounting practices. Highly recommended for a bootstrapping startup that needs to up their game. Great team to work with! Friendly, responsive, accurate.  Just what you need.

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Kevin Christy

CCO at Lightsource
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SD Mayer is simply the best at what they do.  Their team of professionals are attentive, courteous, and often ahead of us when it comes to answering a question. Cannot recommend working with SD Mayer & Associates enough.

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Alex Tourk

Principle, Ground Floor Public Affairs
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Responsive, professional, nice to work with. [Our tax professional] is great!

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Graham Baird

Lead Pastor, First Presbyterian Church of Burlingame
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I like working with [my tax advisor] as he's always been on top of everything and very detailed explaining things clearly. He's like a friend now as we've built up a great working relationship.
 
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Wayne Teng

Co-Owner/COO, theCoderSchool
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I believe my father and I have been with ...  SD Mayer for close to 30 years. Always enjoy reaching out to them because they always have an answer, or they find an answer to a problem I may have.
 
 
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Bob Kay

President, BK Motors Inc.
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Working with the SDM wealth management team is awesome. Having a well-rounded, patient, relatable team advocate for my financial future and educate me along the way is a big help.

I feel like everyone on the SDM team is on my side!

 

 

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Alyson Toy

Client
THOUGHT LEADERSHIP +

News & Updates

SD Mayer & Associates utilizes thought leadership to transform businesses by providing insights and solutions tailored to clients' needs, empowering them to make informed decisions for growth and success.

JOIN OUR TEAM +

Looking to Start Your Career?

Begin your journey in the financial industry
with our close-knit family environment here at SD Mayer!