Resources

 

At SD Mayer, we're excited to help you reach your financial dreams, whether it's for yourself or your business. We stay up-to-date with the latest in the financial world, and our advisors are always discovering new ways to manage taxes and grow wealth.

If you need guidance on retirement, college planning, taxes, portfolios, audits, or anything else related to money, we've got an expert ready to share the best insights in the field. Feel free to dive into our wealth of resources here, and if you still have questions or want to chat with one of our financial experts, just reach out to us online. We’d love to hear from you!

 

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THOUGHT LEADERSHIP +

News & Updates

In-depth advice on wealth management, outsourced accounting, tax, and audit services.

Posts about Tax Cuts & Jobs Act (TCJA)


November 14, 2024

The potential return of Donald Trump to the White House in 2025 heralds a new season of tax implications, with a united Republican congress hot on his heels ready to initiate early legislative tax ...

Case Studies

Read through some of our client’s challenges and the SD Mayer solutions.

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Full-Service Printing & Fullfillment Company Improves Internal Accounting Processes with SD Mayer

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Nonprofit Improves Efficiencies and Accuracy by Outsourcing to SD Mayer

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Growing Congregation Gets Up To Speed With SD Mayer’s Outsourced Accounting Team

E-Books

From adulting to financial security, we have e-book resources covering a wide range of wealth management topics. The best part? 100% of profits from book sales go to The 5 Buckets Foundation, providing financial literacy support for young adults heading into adulthood.

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Adulting 101: A Guide to Personal Finance

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5 Buckets, 4 Shovels, A Beach and a Map

CONTACT US +

Get In Touch

While our clients come from all over the city, state and country, our home base is in the city of innovation and entrepreneurship—San Francisco.

All of the creativity and technical expertise surrounding us keeps us up to date with the latest thinking so we can serve you better.

We always look forward to a new conversation, so drop us a line or give us a call.