James J McHale, CPA: A professional tax and accounting firm in San Francisco, California: Home

accountant san francisco

These include financial statement preparation, bookkeeping, payroll processing, and cash flow forecasting. It also works with clients in estate and trust tax preparation, litigation support, IRS audits, and retirement planning. Leading the firm is Stan Pollock, who conducts continuing education courses in accounting and taxation for other professionals. RINA Accountants & Advisors is a San Francisco accounting firm that supports individuals, businesses, real estate ventures, and nonprofit organizations. Its team of certified public accountants provides financial statement services, bookkeeping, payroll services, and forecasts and projections. It also offers business plan consulting, tax strategy consulting, retirement income planning, and trust and estate planning.

They have over 40 years of expertise supporting local and international businesses, as well as individuals, in managing complex cross-border transactions. Spott, Lucey & Wall have substantial technical expertise and resources to assist customers in resolving complicated business challenges. Their expert team is all well educated and has undergone rigorous training in order to give tax and advisory services that assist their clients in reaching optimal levels of success.

Dimov Tax

Dimov Tax offers accounting solutions to personal and commercial clients in San Francisco. The firm audits, reviews, and compiles financial statements for small and larger businesses and conducts bookkeeping services. It provides taxation solutions for LLC entities, estates, and trusts.

Duan Wei-Maynez, CPA provides a comprehensive selection of tax and accounting services, including stock option tax planning and analysis, while assisting customers in developing and implementing the most effective tax strategies possible. You need a firm that works hard for you, whether you are an independent contractor, salaried employee, entrepreneur, business owner, trustee, or trust beneficiary. Scott Porter, CPA is the ideal accounting solution for all kinds of businesses in the San Francisco Bay Area. Scott Porter, CPA specializes in budgeting, tax preparation, business advising, and cloud accounting, with the goal of developing a long-term professional relationship with each of their clients. Whether your business is new or established, small or medium-sized, you’ll always receive the personal attention and superior service for which this SF accounting firm has become recognized among local business owners. Anne Liang, CPA, of San Francisco, provides a comprehensive array of accounting, bookkeeping, consulting, outsourcing, payroll, and business services, either at your offices or at theirs.

Tax Break-ers

It also offers services for start-up companies, assisting them in setting up financial and tax systems, as well as stock options and tax planning opportunities. James J. McHale, CPA/PFS, is a family-owned accounting firm that serves San Francisco and the nearby areas. The firm offers professional services to individuals with complex tax matters and small businesses. Some of its services include tax management, estate and trust planning, tax preparation, and IRS representation. For existing clients, they also offer payroll services that implement a computerized system facilitating the timely processing of payments and preparation of tax returns.

accountant san francisco

As a premiere woman owned CPA firm in the Bay Area, we know we can help you find the financial balance and ease you deserve. Contact us today to begin your journey and gain access to a world of knowledge. Realize High Performance Tax Advisors has a long standing commitment to collaboration, with each other and our clients. Realize High Performance Tax Advisors is action-orientated and embodies high standards and values that match our clients perfectly.

Senior Accountant (Part-Time)

Our San Francisco based clients have raised over $1 billion in seed and venture capital financing – and that is not including our clients based in Oakland, Marin or the Peninsula. Overall, Kruze clients have raised over $10 billion in venture funding, and we bookkeeping san francisco are experts at getting our clients finances ready for venture capital and M&A due diligence. Join Beta Alpha Psi, USF’s honor society for accounting, finance, and data information. Balance academics as a member of the University Classical Choral Ensemble.

  • Evaluate case studies, perform deep-diving research, and hone your presentation skills.
  • Having a minority owned CPA business assist with your financial needs means that your unique personal circumstances will be understood and respected in our work.
  • These include financial services and institutions, construction and real estate, health care, manufacturing and consumer products, technology, media, life sciences, and government.
  • Whether you’re a recent or soon-to-be college graduate or an experienced professional seeking new opportunities, learn more about what it’s like to work in our San Francisco office.

Anne Liang provides  skilled accounting specialists to guarantee that your financial records are properly and accurately kept. Additionally, their bookkeepers can assist with the setup and training of your personnel on any financial systems you may be using or implementing, such as QuickBooks or other legacy systems. You can rely on Anne Liang, CPA to guarantee that your personal or company operations are carried out in a manner that ensures the integrity of your finances. Marcum LLP’s San Francisco, CA Assurance Services division provides independent audit, attestation and transaction advisory services to both publicly traded and privately owned companies in a wide variety of industries. The professionals of EisnerAmper, working through our office in San Francisco, CA, provide a full range of accounting, tax, and business advisory services to a broad range of clients ranging from start-ups to Fortune 500 in size. SD Mayer is inspired by the prospect of serving as your financial partner throughout the many seasons of your life, from business growth to family rearing to retirement preparation.

San Francisco Office

Founded in 1946, RINA now has 80 professionals working from its three Bay Area locations. When finding a woman owned CPA firm near San Francisco is one of your primary goals either as a business or an individual looking for assistance with accounting and taxation matters, Dillwood Burkel & Millar, LLP is here to serve. We are committed to the ideals of irreplaceable quality and client success as a measure of our success, and we are proudly both owned and operated by women.

Consider Dimov Tax for all of your personal and business accounting needs today. SF Bay Accounting is an accounting firm that serves San Francisco and the surrounding areas. Lead accountant Marilyn Drobenaire has more than 25 years of experience handling a wide array of accounting services that include auditing, banking, forensic accounting, tax preparation, and human resources. Throughout her career, Drobenaire has worked with start-up businesses, small-sized to mid-sized corporations, and non-profit organizations to help reach their financial goals. SF Bay Accounting also offers wealth management services for individuals with high net worth, overseeing their business and personal financial needs. B.O.L. Global, Inc. has been serving the San Francisco area for more than 10 years.

About the NABA San Francisco Chapter

In addition, the firm specializes in pre-immigration U.S. income tax planning. Spott, Lucey & Wall has over four decades of experience in providing services for local and international businesses and individuals. He has been working in the industry https://www.bookstime.com/ since 1999 and has worked with the accounting needs of several industries, including healthcare, technology, retail, and distribution. He had also conducted financial reporting and budgeting for a business with $50 million in annual revenue.

accountant san francisco

Get to know your professors, who can help you prep for the CPA exam. USF has a great connection to the Big Four accounting firms (Deloitte, PwC, EY, and KPMG). If you do what you are supposed to do, it is very easy to receive an offer from at least one of them.” Under the brand San Francisco Bay Ferry (SFBF), the San Francisco Bay Area Water Emergency Transportation Authority (WETA) operates six routes serving the cities of Alameda, Oakland, San Francisco, South San Francisco, Vallejo, and Richmond. WETA has a small administrative staff and contracts with a private sector contractor to operate and maintain its current fleet of 15 passenger-only vessels. Investment advisory offered through Moss Adams Wealth Advisors LLC.