BookkeeperAccountant

    SD Mayer & Associates, LLP

    Bookkeeper

    Full-service tax firm in San Francisco specializing in Equity Compensation. I was formerly part of Bogdan & Frasco that merged with SDM.

    San Francisco, California11 years in business50 employees

    About SD

    Bogdan & Frasco, LLP has merged with SD Mayer & Associates, LLP. We are a full-service tax firm based in San Francisco, CA. I specialize in Equity Compensation and the nuances that come with exercising, holding or selling employee stock options. Can help with Pre-IPO, Post-IPO and exit strategy employee stock option planning. Clients looking for us to be part of their financial team (e.g. CPA, financial advisor, estate planner, etc). Clients that need help navigating their equity compensation from Pre-IPO to Post-IPO to Exit. Qualified Small Business Stock. Clients that are looking for long-term meaningful relationships. Clients looking for taxes to be explained in plain English. Our firm has tax preparation, accounting and bookkeeping, financial advisory and estate attorney in-house.

    Services offered

    BookkeepingBusiness Tax PreparationEstate PlanningFinancial Advice & CoachingIndividual Tax PreparationInternational Tax ServicesTax Planning & StrategyTax PreparationIRS Representation & Tax Resolution

    Client specialties

    Industries served

    Technology & Software

    Pricing

    Hourly Rate — $150–$450/hour || Project-Based Fee — $3,000 per project

    2 packages · $150–$3k/hr