We're motivated by every opportunity to work as your financial partner throughout the various stages of your life, from growing your business to raising your family to retirement planning. Our goal is to provide holistic personal and business advice which reflects our years of combined service experience as one of the most highly regarded, full-service accounting, advisory, and wealth management firms in the San Francisco Bay Area, serving clients here and worldwide.
Having a trusted advisor by your side, especially in times of turmoil or crisis, like we are experiencing now, can provide a sense of reassurance that you are not navigating these difficult decisions together.
Our teams are working virtually, or creating virtual, cloud-based environments for your business; our tax team can provide you update-to-date information on moving tax filing and payment deadlines, including capturing any disaster relief credits; our wealth management team can help you build a solid financial plan that gets you through life's storms; and our business advisors can help you with grants, loans, and relief for sales tax, payroll tax and operational costs we all need help with right now.
Having a trusted advisor by your side, especially in times of turmoil or crisis, like we are experiencing now, can provide a sense of reassurance that you are not navigating these difficult decisions together.
Our teams are working virtually, or creating virtual, cloud-based environments for your business; our tax team can provide you update-to-date information on moving tax filing and payment deadlines, including capturing any disaster relief credits; our wealth management team can help you build a solid financial plan that gets you through life's storms; and our business advisors can help you with grants, loans, and relief for sales tax, payroll tax and operational costs we all need help with right now.
Services
With a focus on applying technology and a fresh way of thinking to each client engagement, SD Mayer is transforming the nature of client service in the accounting industry.
For our business clients, we are your trusted advisor, providing actionable insights to solve today's business issues and strategize for future growth.
For our individual clients, we focus on helping you achieve financial security through estate planning, investment guidance, insurance and tax planning, and retirement planning.
For our business clients, we are your trusted advisor, providing actionable insights to solve today's business issues and strategize for future growth.
For our individual clients, we focus on helping you achieve financial security through estate planning, investment guidance, insurance and tax planning, and retirement planning.
With a focus on applying technology and a fresh way of thinking to each client engagement, SD Mayer is transforming the nature of client service in the accounting industry.
For our business clients, we are your trusted advisor, providing actionable insights to solve today's business issues and strategize for future growth.
For our individual clients, we focus on helping you achieve financial security through estate planning, investment guidance, insurance, and tax planning, and retirement planning.
For our business clients, we are your trusted advisor, providing actionable insights to solve today's business issues and strategize for future growth.
For our individual clients, we focus on helping you achieve financial security through estate planning, investment guidance, insurance, and tax planning, and retirement planning.
Small and medium-sized businesses often need help preparing for or executing an audit to meet today's stringent regulatory requirements.
A trusted third-party auditing service that specializes in working with organizations with up to 1,000 employees can serve as a valuable business partner.
SD Mayer offers a variety of external audit, compilation and review services to SMB clients in Silicon Valley, the San Francisco Bay Area and beyond.
Our expert audit services help nonprofits and private organizations manage risk more effectively and enhance business performance.
A trusted third-party auditing service that specializes in working with organizations with up to 1,000 employees can serve as a valuable business partner.
SD Mayer offers a variety of external audit, compilation and review services to SMB clients in Silicon Valley, the San Francisco Bay Area and beyond.
Our expert audit services help nonprofits and private organizations manage risk more effectively and enhance business performance.
SD Mayer & Associates is your trusted advisory firm for A-133 audit compliance.
We provide service with a personal touch and work with businesses, nonprofits and corporations to perform Single Audits that comply with the Single Audit Act, otherwise known as OMB Office of (Management and Budget) Circular A-133.
Our team consists of dozens of skilled professionals, and we can leverage more than 40 years of experience to ensure that you fulfill all the requirements necessary to meet regulatory demands and qualify for future federal awards.
We provide service with a personal touch and work with businesses, nonprofits and corporations to perform Single Audits that comply with the Single Audit Act, otherwise known as OMB Office of (Management and Budget) Circular A-133.
Our team consists of dozens of skilled professionals, and we can leverage more than 40 years of experience to ensure that you fulfill all the requirements necessary to meet regulatory demands and qualify for future federal awards.
SD Mayer & Associates is a firm you can trust to conduct an agreed-upon procedures (AUP) audit for your business or organization.
These procedures are valuable financial tools that you can use to gauge the effectiveness of your processes and gain information about other entities.
Our agreed-upon procedure services encompass a wide range of topics, and you can tailor your AUP audit to be as limited or extensive as your unique situation requires.
At SD Mayer & Associates, we can customize our agreed-upon procedure services to meet your needs.
These procedures are valuable financial tools that you can use to gauge the effectiveness of your processes and gain information about other entities.
Our agreed-upon procedure services encompass a wide range of topics, and you can tailor your AUP audit to be as limited or extensive as your unique situation requires.
At SD Mayer & Associates, we can customize our agreed-upon procedure services to meet your needs.
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